Analytics document history

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

Date Articles Description
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.
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