Last modified by steven@one-count_com on 2018/07/10 16:42
From version 3.1
edited by melanie@one-count_com
on 2016/12/06 18:14
Change comment: There is no comment for this version
To version 10.1
edited by steven@one-count_com
on 2018/07/10 16:42
Change comment: There is no comment for this version

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1 -Dashboard Reports -- Create Feed Report (v12.x)
1 +Dashboard Reports -- Create Feed Report
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1 +Analytics Dashboards
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1 -XWiki.melanie@one-count_com
1 +XWiki.steven@one-count_com
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3 3  {{id name="Start ScreenSteps Content"/}}
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5 5  
6 6  **BECAUSE THESE FEED REPORTS ARE THIRD PARTY-SPECIFIC, YOU WILL NEED TO CREATE QUESTION(DATA FIELD)/REPONSE AND TRANSACTIONAL DATA MAPPINGS PRIOR TO RUNNING THE DASHBOARD AND CREATING THE FEED REPORT.**
7 7  
8 -This mapping is done in the Mapping Builder. See Mapping Builder documentation for detail on creating mappings.
11 +This mapping is done in the Mapping Builder. See [[UTILITIES - Mapper >>doc:Utilities - DExTr]]documentation for detail on creating mappings.
9 9  
10 10  === RUN DASHBOARD ===
11 11  
12 -See Run Dashboard documentation for details on how to make selections for dashboard reporting.
15 +See [[Run Dashboard >>doc:Run Dashboard -- Select, Save, View and Use Saved Selections]]documentation for details on how to make selections for dashboard reporting.
13 13  
14 14  === CREATE FEED REPORT ===
15 15  
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19 19  
20 20  Note that you will select a time period for the feed report separate than that selected for the dashboard.
21 21  
22 -=== Set Feed Criteria ===
25 +==== Set Feed Criteria ====
23 23  
24 24  [[image:attach:media_1467726658809.png||align="center"]]
25 25  
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30 30   4. Desired format/output of the report.
31 31   5. Add or Update Template based on criteria selected.
32 32  
33 -=== 1 – Feed Job List ===
36 +(% style="margin-left: 30.0px;" %)
37 +===== 1 – Feed Job List =====
34 34  
39 +(% style="margin-left: 30.0px;" %)
35 35  [[image:attach:media_1467727533167.png||align="center"]]
36 36  
42 +(% style="margin-left: 30.0px;" %)
37 37  All existing Feed Jobs are displayed here. If there are none listed, then none have been created.
38 38  
45 +(% style="margin-left: 30.0px;" %)
39 39  Once a job is created and scheduled, you can Suspend, Edit, or Delete it.
40 - **Suspend:** This will suspend the job from running. Once a job is suspended, the "Suspend" button will change to "Activate", so you can edit and/or activate it at another time.
41 - **Edit:** All feed criteria for that job will be pre-populated and you can change the mapping selection and frequency selections, transfer information, report format selections, and name and description of the job in Section 5 shown in the screenshot above. **YOU MUST SELECT "Update" in the Add or Update section (Section 5 in screenshot above), or a new job will be created and placed in the queue to run.**
47 +\\ **Suspend:** This will suspend the job from running. Once a job is suspended, the "Suspend" button will change to "Activate", so you can edit and/or activate it at another time.
48 +\\ **Edit:** All feed criteria for that job will be pre-populated and you can change the mapping selection and frequency selections, transfer information, report format selections, and name and description of the job in Section 5 shown in the screenshot above. **YOU MUST SELECT "Update" in the Add or Update section (Section 5 in screenshot above), or a new job will be created and placed in the queue to run.
49 +**
42 42   **Delete:** This deletes the job.
43 43  
44 -=== Create a New Job ===
45 -
46 -To create a new job:
47 - ~1. Skip the Feed Job List.
52 +(% style="margin-left: 30.0px;" %)
53 +(% style="color: rgb(0,0,0);" %)** **(%%)**[[doc:||anchor="Create a New Job"]](% style="color: rgb(0,0,0);" %)To Create a New Job(%%)[[doc:||anchor="Create a New Job"]]:**
54 +\\ 1. Skip the Feed Job List.
48 48   2. Set mapping and frequency selections, and date range.
49 49  3. Enter transfer information.
50 50   4. Select format(s) for the report.
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51 51   5. Select "New" in the "Add or Update" drop-down. Give the job a name (required) and description (optional).
52 52   6. Click "Schedule".
53 53  
61 +(% style="margin-left: 30.0px;" %)
54 54  Further detail on Steps 2-5 is provided below.
55 55  
56 -=== 2 – Mapping and Frequency Selections and Date Range for the Feed Report ===
64 +(% style="margin-left: 30.0px;" %)
65 +===== 2 – Mapping and Frequency Selections and Date Range for the Feed Report =====
57 57  
67 +(% style="margin-left: 30.0px;" %)
58 58  [[image:attach:media_1467316345172.png||align="center"]]
59 59  
70 +(% style="margin-left: 30.0px;" %)
60 60  **Mapping Selection:** Select the data mapping to use for the feed report.*
61 61   *Because the feed reports are third party-specific, questions (data fields)/responses and transactional data need to be mapped before running the dashboard and creating the feed report. This mapping is done in the Mapping Builder. See Mapping Builder documentation for detail on creating mappings.
62 62  
74 +(% style="margin-left: 30.0px;" %)
63 63  **Frequency Selection**: Options are Daily, Weekly, Monthly. Daily allows you to select what time of day to run the reports, Weekly allows you to select what day of the week to run, and Monthly allows you to select what day of the month to run the report on. Note that if you select 31 for Monthly, the day run will be the last day of the month if that month doesn't have 31 days (i.e. February, April, June, September, November)
64 64  
77 +(% style="margin-left: 30.0px;" %)
65 65  **Enter Range:** Options are Last 7 Days, Previous Month, and Enter Days. Enter Days = number of days back from current date, e.g. if the date is the 15th and you enter 10, the report contain data for the 10 days prior to the 15th.
66 66  
67 -=== 3 – Transfer Information ===
80 +(% style="margin-left: 30.0px;" %)
81 +===== 3 – Transfer Information =====
68 68  
83 +(% style="margin-left: 30.0px;" %)
69 69  [[image:attach:media_1467317821099.png||align="center"]]
70 70  
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71 71  Enter the FTP/SFTP URL and credentials (Username and Password).
72 72   Enter the email you want the system to send alert to when upload completed.
73 73  
74 -=== 4 – Desired Format(s)/Report(s) Output ===
90 +(% style="margin-left: 30.0px;" %)
91 +===== 4 – Desired Format(s)/Report(s) Output =====
75 75  
93 +(% style="margin-left: 30.0px;" %)
76 76  [[image:attach:media_1467318214733.png||align="center"]]
77 77  
96 +(% style="margin-left: 30.0px;" %)
78 78  **Control File:** Contains file name, number of records, date
79 79  
99 +(% style="margin-left: 30.0px;" %)
80 80  **User/Contact File:** Contains designated demo fields for each record
81 81  
102 +(% style="margin-left: 30.0px;" %)
82 82  **Activity File:** Contains all collected activities (i.e. banner, e-newsletter, web)
83 83  
84 -=== 5 – Add or Update Job ===
105 +(% style="margin-left: 30.0px;" %)
106 +===== 5 – Add or Update Job =====
85 85  
108 +(% style="margin-left: 30.0px;" %)
86 86  [[image:attach:media_1467728371417.png||align="center"]]
87 87  
111 +(% style="margin-left: 30.0px;" %)
88 88  **New:** After making all selections and completing ftp information, select "New" from the drop-down and enter the name and description of the job. When you click the "Schedule" button, a new job will be created and placed in the queue.
89 89   **Update:** Select "Update" from the drop-down when you are editing an existing job. When you click the "Schedule" button, the job will be updated with any changes you've made and re-placed in the queue.
90 90  
91 -=== Schedule ===
115 +==== Schedule ====
92 92  
93 93  [[image:attach:media_1467728599394.png||align="center"]]
94 94  
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153 +[[Dashboard Reports – Generate Summary Report>>doc:Dashboard Reports -- Generate Summary Report]]
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156 +[[Dashboard Reports - Combined User Report>>doc:Dashboard Reports - Combined User Report]]
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66892/Dashboard Reports -- Create Feed Report (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66727/Dashboard Reports -- Create Feed Report