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File and Content Reports
Run File and Content reports to analyze how users are engaging with files and Salesforce CRM Content.
Standard File and Content Reports
Run these prebuilt reports about files and content.
- Content Authors
- View how many files, content packs, Google Docs, and Web links each author has published in Salesforce CRM Content.
- Content Publication Time Frame
- Determine how many files, content packs, Google Docs, and Web links were published in a library during a given time frame.
- File and Content Downloads
- See which users downloaded what files, and when they downloaded the files.
- File and Content Engagement
- See the number of times a file has been downloaded, shared, liked, and commented on.
- File and Content Links
- See which files users are sharing using content deliveries or Share via link. See when each link was created, when it expires, when it was last accessed, whether it’s password protected, and the total number of times the link has been accessed. Each of the links in this report can be accessed by users outside of your organization.
- Library Administrators
- View the number of files, content packs, Google Docs, and Web links in each library as well as the total amount of file storage used by each library.
- Library Content
- View the number of files, content packs, Google Docs, and Web links in each library as well as the total amount of file storage used by each library.
- Most Content Downloads
- Determine which files and content packs are downloaded most frequently and which Web links and Google Docs are opened most frequently.
- Most Content Subscriptions
- Determine which files, content packs, Google Docs, and Web links have the most subscribers.
- Stale Content
- Determine which files haven’t been downloaded or revised recently.
File and Content Report Types
Build standard reports about files and content.
- Content Report
- Generate a report about Salesforce CRM Content.
- Library and User Report
- Generate a list of users who are assigned to libraries.
Field Description Administrator Flag that indicates whether the user is a library administrator. Group Flag that indicates whether the library member is a single user or a public group. Library Created Date and time the library was created. Library Name Name of the library. Member Name First and last name of the library member. - File and Content Report
- Generate a report about files uploaded to your organization.
Field Description Archived Flag that indicates whether a file has been archived. Archiving a file removes it from its library but doesn’t permanently delete the file from Salesforce CRM Content. Archived files can be rested as needed. Title Title of a file, content pack, Google doc, or Web link. Created By User who uploaded the file, content pack, Google Doc, or Web link. Download Date Date of the first file download. Downloaded By User who downloaded the file. Download User Type Profile type of the user who downloaded the file. File Type MIME type of the uploaded file. ID Identifier that enables you to group by file rather than version. The Title isn’t guaranteed to be unique because multiple versions of the same file can have different titles. Last Revised By Last user to edit or upload a new version of the file. Last Revised Date Date of last file revision. Likes Number of times file posts have been liked. This number doesn’t count likes applied to comments on the file post. Links Number of external file links that have been generated. External links are generated when a user shares a file using Share via link or when a user shares content from a library using a content delivery. Post Comments Number of comments made on file posts in feeds. Posts Number of times the file has been posted to a feed. This number doesn’t count the number of times the file has been attached to comments on posts. Published Date Date a file, content pack, Google Doc, or Web link was first published or uploaded. Shares Number of times the file has been posted to a user’s feed, shared using Share with people, and shared using Share with groups. Size (MB) Size of the most recent file version in megabytes. Total Downloads Number of times the file has been downloaded. Total Size (MB) Combined Size of all uploaded file versions. Versions Number of uploaded file versions.
Tips for Using File and Content Reports
- Salesforce CRM Content users who have the Manage Content option checked in their library permission can sort report data by the library they have access to (“My Libraries”) or by all the libraries in an organization (“All Libraries”). Users without the Manage Content option can only sort data by the libraries they have access to.
- Sort custom reports by Library Name to view data for individual files as well as library summaries, such as total storage used and total number of downloads.
- Sort according to the Content ID to view data for a particular document.
- If you have Customer Portal or partner portal users with the “Create Libraries” user permission, run the Library Administrators report to determine which new libraries have been created by portal users.

