Analytics document history

Last updated: April 09, 2025 14:49

This article summarizes important changes to the Analytics product documentation in Pendo.

Date	Articles	Description
April 9, 2025	Collaborate on dashboards	Added information about replay collaboration.
April 8, 2025	Share your dashboards	Added information about sharing dashboards with teams.
March 31, 2025	Dashboards	Removed the beta label for the process adoption dashboard template.
March 25, 2025	Workflows Dashboard widgets	Revised each article to include the addition of workflow and journey dashboard widgets.
March 25, 2025	Retention Dashboard widgets	Updated each article to account for the new ability to add the cohort breakdown table to a dashboard.
March 17, 2025	Data Explorer	Clarified that report-level and event-level filters in Data Explorer combine rather than override each other.
March 14, 2025	Data Explorer Funnels Paths Workflows Retention Segments	Clarified that visibility of reports and segments is auto-selected to "Only Me" if you have read-only permissions and can't be changed.
February 27, 2025	Event properties	Made minor text changes for custom event properties.
February 25, 2025	Understand user behavior with reports	Made minor text changes, and fixed a typo.
February 20, 2025	Time on page and app calculations View and manage tagged Pages	Defined how the two similar "Average time on Page" metrics are calculated.
February 20, 2025	Accounts Visitors	Clarified that only the segment filter applies when choosing to display visitors and accounts with no events in the relevant tables.
February 20, 2025	Using CSS selectors in Feature tagging	Clarified how to add spaces for multiple class names.
February 20, 2025	Measure overall feature adoption	Updated the example calculations for consistency.
February 20, 2025	Event properties	Clarified cardinality limitations.
February 20, 2025	Product Engagement Score (PES)	Replaced images of formulas with written text, and simplified some of the content.
February 20, 2025	Identity mapping overview	Defined each metadata field associated with a visitor after becoming identified.
February 5, 2025	Dashboards	Added a new section titled Delete a dashboard, and made minor styling changes to text and screenshots.
February 3, 2025	Paths	Added details about watching replays from paths.
February 3, 2025	Understand user behavior with reports Data Explorer Retention Funnels Paths Workflows Product Engagement Score (PES) Insights "Unknown" is displaying in my path report	Updated all navigation references from Behavior to Analytics.
February 3, 2025	Insights	Clarified how we define churned accounts for insights eligibility.
February 3, 2025	Measure user license utilization	Added information about the new tooltips available in the user license utilization widget.
January 31, 2025	Workflow journeys	Updated the title and instructions of the Filter tagged events section for accuracy.
January 29, 2025	Employee license utilization	Added clarification about feature availability and a note differentiating employee license utilization from the user license utilization dashboard widget.
January 27, 2025	Collaborate on dashboards	Made minor updates for accuracy and styling.
January 21, 2025	Paths Dashboard widgets	Added information about the new ability to add a path report to a dashboard.
January 21, 2025	Funnels	Updated the title of the Share your funnel section to Manage and share your funnel, which defines each action available at the top of a funnel report.
January 16, 2025	Workflows Workflow journeys	Mentioned the new ability to add workflow and journey charts to existing dashboards.
January 16, 2025	Dashboards	Added information about the new process adoption dashboard template, currently in open beta.
January 15, 2025	Paths Event properties	Added details about applying event property filters to path reports.
January 13, 2025	Collaborate on dashboards	Updated text and screenshots to match the latest UI changes.
January 13, 2025	Employee license utilization	Updated title and instructions to match new name of Employee license utilization so that it's not confused with the newer user license utilization dashboard widget.
January 10, 2025	Time on page and app calculations	Updated screenshots and text to match minor UI changes.
January 6, 2025	View and manage tagged Features	Updated a screenshot and text to reflect the new ability to ignore frustration flagged by Session Replay in a Feature's details.
December 31, 2024	Product Areas	Added context about what happens when you edit or delete a Product Area.
December 30, 2024	Feature heatmap	Added clarifications and definitions for newer metrics that weren't documented.
December 26, 2024	Tagging with the Visual Design Studio Page tagging URLs for Page tagging Feature tagging Using CSS selectors in Feature tagging	Added links to Pendo Academy to learn more about tagging with video tutorials.
December 26, 2024	Data Explorer	Updated screenshots and text to match minor UI changes.
December 23, 2024	Workflow journeys	Updated screenshots to reflect the name change of "insights" to "journey insights".
December 19, 2024	Measure user license utilization	New article that describes how to configure and interpret the User License Utilization dashboard widget.
December 18, 2024	Dashboard widgets	Added User License Utilization to the list of available widgets.
December 16, 2024	Retention	Added information about industry benchmarks and chart settings, and updated several screenshots for accuracy.
December 16, 2024	Paths	Added details for excluding events, and updated screenshots and content to align with the latest styling updates.
December 13, 2024	Visitors Accounts Visitor details Account details View and manage tagged Pages View and manage tagged Features Track Events	Added information about the new ability to generate Data Explorer reports from overview charts, and updated screenshots accordingly.
December 5, 2024	Data Explorer	Added three new time metrics to the list of measurement options: total time, average time per visitor, and average time per account.
November 25, 2024	Collaborate on dashboards	New article that provides a full overview of the collaboration feature for dashboards.
November 22, 2024	Data Explorer Funnels	Rewrote one paragraph to update 10k display limit to 50k limit and account for additional nuances of how data is displayed.
November 17, 2024	Insights	Added the Insights eligibility section to highlight which apps are eligible for insights.
November 6, 2024	Retention	Updated one screenshot and one sentence about selecting the start and return event in the activity source window.
November 5, 2024	Data Explorer	Updated one screenshot and added a sentence about incomplete data visualization.
November 1, 2024	Segments	Added a tip about using the first identified user segment in analysis to the bottom of the use cases section.
October 25, 2024	Visitor details	Updated copy and two screenshots in the View visitor metrics section to reflect the latest UI changes.
October 16, 2024	Data Explorer	Updated the list of chart types and the chart type dropdown screenshot to include the new summary number chart type.
October 8, 2024	Insights	New article introducing AI-driven retention insights that enable you to make data-led decisions to increase retention throughout your app.
October 3, 2024	Paths	Updated the list of event types to include guide events.
October 2, 2024	Retention	Updated the copy and screenshot in the choose a cohort size section to include the new one day cohort size option.
September 26, 2024	Identity mapping overview Identity mapping checklist Use identity mapping with marketing tools	Updated the term identity management to identity mapping as part of the renaming of this feature.
September 17, 2024	Dashboards	Updated screenshots and added instructions on how to export a dashboard to a PowerPoint or PDF as part of an open beta program.
September 11, 2024	Dashboard widgets	Added the new Replay saved filters dashboard widget to the list of dashboard widgets.
Sept 5, 2024	Data Explorer	Added a note to the Categorize your groupings section to clarify that you can group by a maximum of 50,000 events.
Sept 4, 2024	Dashboard widgets	Added the following guide metrics widgets to the list of dashboard widgets: Guide activity Guide elements Guide engagement Guide goal Time on guide Top guide metrics
August 26, 2024	Dashboard widgets	Added the new Retention dashboard widget to the list of dashboard widgets.
August 26, 2024	Retention	Updated the title and text of the Save and share your retention report section with steps to save and share retention reports, including adding to dashboards as a widget.
August 13, 2024	View and manage tagged Pages View and manage tagged Features Track Events	Updated screenshots and bullet point lists in each article to include new metrics and retention trends added to the Page, Feature, and Track Event details pages.
August 9, 2024	Identity management overview	Updated the How identity mapping works section to clarify new limitations on how metadata fields are copied for anonymous to identified users.
August 7, 2024	Dashboards	Added a new Dashboard templates section that covers what dashboard templates are and how to add one to a new (or existing) dashboard.
July 24, 2024	Use identity management with marketing analytics tools	New article that describes best practices for using identity management alongside marketing automation platforms.
July 24, 2024	Page tagging Feature tagging	Updated the titles and content of each article to focus only on tagging.
July 24, 2024	View and manage tagged Pages View and manage tagged Features	New articles that focus on viewing and managing Pages and Features from the Product module.
July 24, 2024	Track Events	Updated article to incorporate the new metrics available in a Track Event's details page.
July 17, 2024	Retention	Updated the Interpret your retention report section to cover the new line chart and updates to the breakdown table.
July 17, 2024	Retention report FAQs	Updated two screenshots to reflect the latest UI changes made to the breakdown table.
July 9, 2024	Improve customer health and retention	Updated the article title and content to adhere to our style guidelines and reflect the latest interface.
July 9, 2024	Product Areas	Added a Use cases section that provides general guidance on how to use Product Areas in Pendo.
July 9, 2024	Event goals	Updated the definition for time-bound goals for accuracy.
July 8, 2024	Dashboards	Revised the article to include new options for sharing dashboard widgets.
July 3, 2024	CSV report export shows incorrect date values	Updated the article to include a third troubleshooting option.
July 3, 2024	Data Explorer	Updated the article to align with the latest visual updates made to Data Explorer.
July 1, 2024	Track Events	Added definitions for all dropdown options within the area chart of a Track Event details page.
July 1, 2024	Visitors	Added a note to the introduction that clarifies visitors are always unique, whereas views include repeated interactions.
June 18, 2024	Retention report FAQs	New article that outlines common points of confusion for running and interpreting retention reports.
June 18, 2024	Retention	Updated the article to reflect the latest UI changes for creating a retention report.
June 17, 2024	Event goals	Clarified how the goal number is configured, as well as how to edit or delete a goal after it's configured.
June 17, 2024	Paths	Updated the No Next/Previous Step definition for accuracy.
June 13, 2024	Time on page and app calculations	Added the new ability to view trending average time within the area chart on a Page's details page.
May 29, 2024	Measure stickiness	Revised the Understand the data section to improve flow and clarity.
May 25, 2024	Data Explorer Funnels Paths Workflows Segments	Updated each article to clarify that you're unable to share segments and reports with your subscription if your user account is only assigned the Viewer role.
May 22, 2024	Configure Track Events	Added more context and adjusted formatting to improve clarity.
May 22, 2024	Time on page and app calculations	Added a subsection titled Track Events to explain when and how Track Events are included in time calculations.
May 21, 2024	Manage segments	Noted that you can now access favorited segments in the segment filter lists across Pendo.
May 21, 2024	Historical metadata	Created a new section titled Unsupported metadata so that it's more clear which fields don't support historical metadata.
May 20, 2024	Product Engagement Score (PES)	Clarified what dashes mean next to PES percentages.
May 20, 2024	Measure retention by first use	Added a subsection titled Incomplete data in the current period.
May 15, 2024	Data Explorer	Revised the instructions for adding an event group to align with recent updates made to the Select activity side panel.
May 13, 2024	Funnels	Clarified that you can now filter guide events by a specific guide step.
May 6, 2024	Retention	Revised the article to incorporate overall user retention, and clarified the calculations used to measure both overall and new user retention.
May 6, 2024	Funnels	Added the option for Not seen (control group) when adding a guide event to a funnel step.
April 26, 2024	Portfolio Summary (beta) Core Events	Updated content to adhere to our style standards.
April 26, 2024	View NPS response data on dashboards Measure stickiness View PES data on dashboards	Updated the article titles and content to adhere to our style guidelines and reflect the latest interface.
April 23, 2024	Measure overall feature adoption Measure time to first use Add text blocks to dashboards Measure retention by first use	Updated each article title to reflect the purpose of each dashboard widget, rather than simply list the name of each widget.
April 23, 2024	Embed iframe content on dashboards	Updated the article title and content to adhere to our style guidelines and reflect the latest interface.
April 23, 2024	Share your dashboards	Updated the article title and content to adhere to our style guidelines and reflect the latest interface.
April 17, 2024	Funnels	Added information on selecting a guide as an event in a funnel step.
April 17, 2024	Funnels Event properties	Updated each article to include newly added event property grouping in funnels.
April 8, 2024	Funnels Event properties	Updated each article to include newly added event property filtering in funnels.
April 7, 2024	Feature Adoption widget	Updated the article to use updated screenshots and adhere to our styling standards.
April 4, 2024	Workflow journeys	Updated the Select events section to incorporate the ability to select all tagged events in one or more apps.
March 27, 2024	Dashboards	Added instructions on duplicating a dashboard widget.
March 26, 2024	Understand user behavior with reports	Added a section titled Workflows versus funnels that highlights the differences between the two commonly confused report types.
March 25, 2024	Workflows	Updated the article to incorporate descriptions, which were recently added to workflow reports.
March 22, 2024	Workflow journeys	Clarified that visitors must complete journeys within 20 steps to be considered completed.
March 20, 2024	Click event properties	Clarified how Pendo handles multiple matches of a click event property at the time of a click event.
March 20, 2024	Event goals	Updated the article title, screenshots, and instructions for accuracy.
March 6, 2024	Data Explorer	Updated the article to include the new Product Area filter that's now available when adding events to an event group.
March 6, 2024	Time on page and app calculations	Added information about how we calculate the average time visitors spend in your app.
March 5, 2024	Pendo data processing and visibility	Added a section titled General processing time to explain when you can expect data to update in the Pendo UI.
March 1, 2024	Funnels Dashboard widgets	Added information about the newly released ability to add funnels to dashboards.
March 1, 2024	Segments	Added an FAQ that addresses why your eligible visitor count on the Guide Settings page might differ from the eligible visitor count in the segment builder and on the Segments page.
February 28, 2024	Events overview	New article that details what events are in Pendo and where to access raw event data.
February 26, 2024	Retention Retention by First Use widget	Added some clarifying information about how the retention report and Retention by First Use dashboard widget differ.
February 16, 2024	Data Explorer Track Events	Updated each article to explain why you might see "undefined" when hovering over the chart visualization.
February 13, 2024	Data Explorer Formula use cases	Updated each article to reflect the latest changes made to Data Explorer charts.
February 12, 2024	Historical metadata	Updated the article to note that you can now enable up to 25 metadata fields as historical.
February 7, 2024	Data Explorer Funnels Paths	Updated each article to incorporate the newly released report descriptions.
February 6, 2024	Workflows	Added a note that clarifies changing the metadata selection in the bottom table of a workflow report updates the value for all Pendo users viewing the workflow.
February 6, 2024	Workflows Workflow journeys	Updated the articles to remove any mention of beta, now that workflows are now generally available to all Pendo Analytics subscriptions.
January 29, 2024	Understand user behavior	New article that details the use cases for each of our different behavior reports in Pendo Analytics.
January 23, 2024	Retention by First Use widget	Updated the article to reflect the Retention by First Use dashboard widget now supporting all events, not just Core Events, and both visitors and accounts, not just accounts.
January 22, 2024	Product Areas	Updated the article to use up-to-date screenshots.
January 16, 2024	Data Explorer	Removed all references of "beta" when referring to formulas since this functionality is now generally available to all Pendo Analytics subscriptions, and updated the chart and breakdown table information to reflect the latest changes.
January 12, 2024	Historical metadata	Added information about metadata being required at the time of initialization.
January 8, 2024	Track Events	Updated the article to reflect the latest changes to the Track Event details page.
December 28, 2023	Pendo data processing and visibility	Updated the article to adhere to our styling standards.
December 19, 2023	Data Explorer	Updated the article to reflect the latest updates to the measurement labels and chart type selector.
December 7, 2023	Data Explorer	Updated the Add formulas section to reflect the latest updates of introducing plain language in the formula selection.
December 6, 2023	Segments	Added an FAQ that describes why you might see different eligible visitor counts when viewing a segment in the segment builder and in a Resource Center module.
November 28, 2023	Formula use cases	Updated screenshots and Report interpretation section to account for the Y-axis simplification introduced in Data Explorer to those who are in the closed beta for formulas.
November 21, 2023	Event properties	Added information about reporting with the API, and updated screenshots to adhere to our standards.
November 20, 2023	Track anonymous visitors across subdomains	Updated the steps in this article for clarity and to include a new setting that's available for allowing anonymous IDs to persist across apps within the same web domain.
November 16, 2023	Track Events	Added more details about what Track Events are and how to view Track Event details in Pendo, and updated the overall style to adhere to our standards.
November 6, 2023	Data Explorer	Added guidelines on how to name event groups, and updated all screenshots to adhere to our formatting standards.
November 3, 2023	Manage custom metadata fields	Added more guidance on how to update custom metadata fields using the API.
November 2, 2023	Funnels	Updated the article to include a new metric available: median time to complete.
November 1, 2023	Visitors Accounts	Updated the articles to account for the new CSV upload tool and checkbox to view all users in the Visitors and Accounts lists at the bottom of the respective pages.
October 25, 2023	Manage custom metadata fields	New article that describes each method available for updating custom metadata fields added under Settings > Data Mappings.
October 18, 2023	Portfolio overview Application usage License utilization	New articles that provide information on the analytics available from Portfolio in the left-side navigation menu.
October 18, 2023	Data Explorer Funnels Paths Retention	Updated the articles to account for the new experience for creating a report, which is selecting the Create report option from the Behavior menu in the left-side navigation menu.
October 6, 2023	Product Engagement Score (PES)	Updated screenshots for accuracy, and made significant styling and formatting changes to improve readability.
October 5, 2023	Segments	Added a tip that notes how to add new users to a segment created with a CSV upload.
October 5, 2023	Retention	Added updated screenshots, made formatting improvements, and documented the new ability to save retention reports.
October 4, 2023	Historical metadata Event properties Visitor and account metadata	Removed all references of "beta" when referring to historical metadata since this feature is now generally available to all Pendo subscriptions.
September 28, 2023	Funnels Paths	Replaced any general references of "workflows" and "journeys" so that these aren't confused for a new report type we're releasing to beta called workflows, which also features visitor journeys.
September 28, 2023	Time on page and app calculations	Updated the article to provide a more comprehensive overview of how Pendo calculates time spent in your apps, including examples and where to view these calculations in Pendo.
September 22, 2023	Account details	New article that provides a full overview of the Account Details page.
September 22, 2023	Accounts	Updated the article to provide a full overview of the Accounts page and include updated screenshots.
September 21, 2023	Visitor details	Updated the article to mention that the visitor activity log and visitor timeline aren't supported for extension apps.
September 21, 2023	Funnels	Added information about grouping funnels by metadata.
September 18, 2023	Segments	Added Application Usage as a new segment rule option for product usage.
September 12, 2023	Retention	Added a note that anonymous visitors aren't included in retention reports. Also made general styling and formatting updates.
September 6, 2023	Visitor details	Updated the article to indicate that the visitor activity log now hides inactive days from the date picker.
August 18, 2023	Export and automate PES data in Google Sheets	New article that details how to set up an automated process to extract PES data and import that data into Google Sheets using the API.
August 18, 2023	Export and automate visitor and account reports in Google Sheets	New article that details how to set up an automated process to extract visitor and account reports and import that data into Google Sheets using the API.
August 18, 2023	Formula use cases	New article that highlights specific questions you can answer with formulas in Data Explorer.
August 7, 2023	Segments Segments Management Page Track Events Monthly Active Users (MAU)	Added links to Pendo Academy videos.
August 7, 2023	Dashboard widgets	Updated the article to reflect the current widget catalog.
August 4, 2023	Time to First Use widget	Updated the article to reflect the Time to First Use dashboard widget now supporting all events, not just Core Events.
July 17, 2023	Visitor and account metadata	Added a new section titled Audit your metadata.
July 17, 2023	Dashboards	Added a new section titled Set a home dashboard.
July 13, 2023	Funnels	Updated the article to explain the new Unique Visitors analysis option and explain how it differs from a Total Attempts analysis.
June 30, 2023	Event properties	Added a note to explain that you can't use an event property in a segment if the property type is "time".
June 26, 2023	CSV report export showing incorrect date values	New article that explains how to troubleshoot and resolve a common issue where date values are incorrect upon CSV export.
June 22, 2023	Data deletion and manipulation services	Updated article for clarity and accuracy.
June 14, 2023	Visitor details	Updated the article to provide a full overview of the Visitor Details page and include screenshots.
June 9, 2023	Bot activity in your usage data	New article that provides suggestions to consider for excluding bots from your usage data.
June 8, 2023	Account reports	Updated screenshots for accuracy, and made significant styling and formatting changes to improve readability.
June 8, 2023	Visitor reports	Updated screenshots for accuracy, and made significant styling and formatting changes to improve readability.
June 2, 2023	Visitor and account metadata	Added a new sub-section titled HubSpot metadata.
June 2, 2023	Segments	Added a note to explain that compounded nested segments aren't supported.
June 2, 2023	Dashboards	Updated the article to provide guidance on widget resizing and include accurate instructions and screenshots.
June 2, 2023	Paths	Made significant styling and formatting updates to improve clarity and readability.
May 25, 2023	Monthly active users (MAU)	Updated the article to provide a comprehensive overview of MAU, including how it's calculated, how to monitor MAU count, and more.
May 25, 2023	Text Block widget	Updated the instructions and screenshots to include recent additions to the widget's text editor.
May 13, 2023	Product Areas	Updated styling and formatting to improve readability.
May 12, 2023	Visitors	Updated the article to provide a full overview of the Visitors page and include screenshots.
May 2, 2023	Data Explorer	Added guidance on how to add report-level filters to a Data Explorer report.
April 28, 2023	Funnels	Added a new section about how to interpret your funnel results, and updated the instructions and screenshots for accuracy.
April 17, 2023	Click Event properties	Made significant styling and formatting updates to improve readability.
April 4, 2023	Dashboards	Added guidance on how to apply dashboard-level filters.
March 31, 2023	Segments	Updated the article to include how to view whether a segment is eligible for guide targeting.
March 29, 2023	Get strategic with Pendo dashboards	New article that outlines best practices for getting started with dashboard creation.
March 28, 2023	Manage metadata across multiple apps	New article that reviews how to properly configure metadata when you have multiple apps in your subscription.
March 13, 2023	Visitor and account metadata	Added a section for enabling metadata as historical.
March 13, 2023	Historical metadata (beta)	New article that reviews how to use and enable historical metadata.
March 1, 2023	Data Explorer	Updated the article to explain how you can now add up to five groupings to a Data Explorer report.
February 23, 2023	Event properties	Updated the article to explain event properties generally rather than global event properties specifically.
February 10, 2023	Data Explorer	Added a section for deciding what you want to explore in Data Explorer before building a report, included guidance on applying event property filters, and updated the instructions and screenshots for accuracy.

Articles in this section