# Site dashboards, reports and engagement insights

*Experience Cloud Consultant Study Guide · Adoption and Analytics · Last updated October 24, 2026 · https://www.certifyforce.com/study-guide/experience-cloud-consultant/adoption-and-analytics/site-dashboards-reports-and-engagement-insights*

How to build Networks-based reports, map dashboards and Engagement Insights in Experience Workspaces, use the Salesforce Communities Management package, and respect the refresh and external-user limits on site dashboards.

- Certification: Salesforce Experience Cloud Consultant
- Exam section: Adoption and Analytics
- Study guide: https://www.certifyforce.com/study-guide/experience-cloud-consultant

**Official exam objective:**

> Apply the steps to set up Experience dashboards and insights.

## What the exam expects

- Pick the Networks custom report type (primary object plus child object) that answers a site-metrics question, such as public page views, posts and comments, or member logins.
- Set up a site dashboard: build it from Networks-based reports, share its folder with community managers, and map it in Experience Workspaces under Dashboards | Settings.
- Explain why a Network ID filter breaks a report that serves several sites.
- Choose Engagement Insights over dashboards when a manager must act on recent activity, and describe what the Salesforce Communities Management package installs.
- Apply the refresh rules and the limits on external users who view or build reports and dashboards.

Key terms:
- **Networks object:** the primary object for site report types; only reports based on it show site-specific data.
- **Dashboard mapping:** assigning a dashboard to a Workspaces Dashboards page or Home.
- **Engagement Insights:** action-oriented reports in Workspaces that let a manager act on selected rows.
- **Salesforce Communities Management package:** preconfigured dashboards and Insights from AppExchange.
- **Role-based external users:** external users with roles, such as Partner Community users.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Site-specific reports | Only reports on Networks-based report types show per-site data | [Track Site Activity](https://help.salesforce.com/s/articleView?language=en_US&id=networks_reporting.htm&type=0) |
| Network ID filter | Pins the report to one site wherever it is viewed | [Enable and Map Dashboards](https://help.salesforce.com/s/articleView?id=networks_create_dashboard_for_cm.htm&language=en_US&type=5) |
| Public traffic | Networks > Network Public Usage Daily Metrics: page views and unique visitors | [Track Site Activity](https://help.salesforce.com/s/articleView?language=en_US&id=networks_reporting.htm&type=0) |
| Auto refresh | Every 24 hours; Refresh for the latest data | [Enable and Map Dashboards](https://help.salesforce.com/s/articleView?id=networks_create_dashboard_for_cm.htm&language=en_US&type=5) |
| External refresh limit | 1,000 a day per org for role-based external users; scheduled and automatic excluded; none for internal users | [Considerations for Sites](https://help.salesforce.com/s/articleView?id=experience.networks_analytics_limitations.htm&language=en_US&type=5) |
| Insights mass actions | Up to 100 rows at a time; at least one action per report | [Insights for Engagement](https://help.salesforce.com/s/articleView?id=experience.networks_insights_intro.htm&language=en_US&type=5) |
| Package Insights | Need Chatter in the site; moderation folder mappings removed only by uninstalling | [AppExchange Packages](https://help.salesforce.com/s/articleView?id=experience.networks_reporting_dashboards_package.htm&language=en_US&type=5) |
| External report builders | Enhanced sharing model; not high-volume licenses | [Considerations for Sites](https://help.salesforce.com/s/articleView?id=experience.networks_analytics_limitations.htm&language=en_US&type=5) |

## Check yourself

- Why does one Networks-based report show different numbers in each site's Workspaces?
- When should a community manager use Engagement Insights instead of a dashboard?
- Which two steps follow building the dashboard before managers see it in Workspaces?
- Which refreshes count toward the external users' daily limit?

## Sources

- [Enable and Map Dashboards](https://help.salesforce.com/s/articleView?id=networks_create_dashboard_for_cm.htm&language=en_US&type=5)
- [Track Site Activity with Custom Reports](https://help.salesforce.com/s/articleView?language=en_US&id=networks_reporting.htm&type=0)
- [Insights for Engagement](https://help.salesforce.com/s/articleView?id=experience.networks_insights_intro.htm&language=en_US&type=5)
- [Report and Dashboard Considerations for Sites](https://help.salesforce.com/s/articleView?id=experience.networks_analytics_limitations.htm&language=en_US&type=5)
- [Report on Experience Cloud Sites with AppExchange Packages](https://help.salesforce.com/s/articleView?id=experience.networks_reporting_dashboards_package.htm&language=en_US&type=5)
- [Use Reporting in Experience Cloud Sites](https://help.salesforce.com/s/articleView?language=en_US&id=experience.networks_reporting_intro.htm&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 5 linked practice questions, and unlimited timed mock exams are included with the Experience Cloud Consultant pack (USD $19): https://www.certifyforce.com/practice-exams