Last modified by Admin on 2022/01/17 10:29
From version 10.1
edited by melanie@one-count_com
on 2016/11/09 15:14
Change comment: There is no comment for this version
To version 23.1
edited by santosh
on 2021/04/09 18:20
Change comment: There is no comment for this version

Summary

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Title
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1 -Dashboards -- Creating, Editing, and Deleting Dashboards (v12.x)
1 +Dashboards -- Creating, Editing, and Deleting Dashboards
Author
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1 -XWiki.melanie@one-count_com
1 +XWiki.santosh
Content
... ... @@ -4,9 +4,9 @@
4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 - //The Dashboards tool allows you and your sponsors/advertisers to review and download lead data collected from your protected and/or sponsored digital assets~-~-or web resources(such as sponsored whitepapers, video, premium content), newsletter campaigns, and banner ad campaigns.//
7 +The Dashboards tool allows you and your sponsors/advertisers to review and download lead data collected from your protected and/or sponsored digital assets~-~-or web resources(such as sponsored whitepapers, video, premium content), newsletter campaigns, and banner ad campaigns.
8 8  
9 -== **OPENING THE DASHBOARD WINDOW** ==
9 +=== OPENING THE DASHBOARD WINDOW ===
10 10  
11 11  === Select DASHBOARDS from the main menu. ===
12 12  
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33 33  
34 34  Backend user accounts are created under Backend Users in the Utilities module.
35 35  
36 -== **CREATE DASHBOARD** ==
36 +=== CREATE DASHBOARD ===
37 37  
38 38  === Click "Create Dashboard". ===
39 39  
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41 41  
42 42  === Add information and make selections. ===
43 43  
44 -[[image:attach:media_1454431042344.png||align="center"]]
44 +[[image:attach:Screen Shot 2021-04-09 at 5.10.24 PM.png||width="750"]]
45 45  
46 +\\
47 +
46 46  1 – Enter the Dashboard Title. (required)
47 47  
50 +\\
51 +
52 +\\
53 +
48 48  2 – Enter a description of the dashboard.
49 49  
50 -3 – Select Web Resources to include in the Dashboard~*~**. When you click in the blank field, a drop-down list of resources will come up. Alternatively, you can begin typing in the blank field to find a resource(s).
56 +3. Select Segments to include in the Dashboard~*~**. When you click in the blank field, a drop-down list of segments will come up. Alternatively, you can begin typing in the blank field to find a segment(s).
51 51  
52 -4 – Select any Newsletter Lists to include in the Dashboard~*~**. When you click in the blank field, a drop-down list of newsletter lists will come up. Alternatively, you can begin typing in the blank field to find a newsletter(s).
58 +4. Select the Banner Advertiser(s) to include in the Dashboard~*~**. When you click in the blank field, a drop-down list of banner advertisers will come up. Alternatively, you can begin typing in the blank field to find an advertiser(s).
53 53  
54 -5 – Select the Banner Advertiser(s) to include in the Dashboard~*~**. When you click in the blank field, a drop-down list of banner advertisers will come up. Alternatively, you can begin typing in the blank field to find an advertiser(s).
60 +5 – Select any Newsletter Vendor to include in the Dashboard~*~**. When you click in the blank field, a drop-down list of newsletter Vendors will come up. Alternatively, you can begin typing in the blank field to find a newsletter vendor(s).
55 55  
56 -6 – Select Page Titles from your to include in the Dashboard*. When you start typing the page title in the blank field, a drop-down list of pages will appear.
62 +* After selection of vendor you can select any Newsletter Lists to include in the Dashboard~*~** from that vendor. When you click in the blank field, a drop-down list of newsletter Lists will come up. Alternatively, you can begin typing in the blank field to find a newsletter Lists(s).
63 +* You can also type full or partial click urls which should be excluded from newsletter analytics.
57 57  
58 -7 - Select the demographics to be available for selection in a downloadable user report.
65 +\\
59 59  
67 +6 – Select the Content(Keywords) to include in the Dashboard~*~**. When you click in the blank field, a drop-down list of Keywords will come up. Alternatively, you can begin typing in the blank field to find a keyword(s).
68 +
69 +7 - Select the Insertion Order to include in the Dashboard~*~**. When you click in the blank field, a drop-down list of Orders will come up. Alternatively, you can begin typing in the blank field to find an Order(s).
70 +
71 +8 - Select the Transactional products to include in the Dashboard~*~**. When you click in the blank field, a drop-down list of Transactional products will come up. Alternatively, you can begin typing in the blank field to find a Products. These selections are used in transaction analytics.
72 +
73 +9 - Select the Transactional terms to include in the Dashboard~*~**. When you click in the blank field, a drop-down list of Transactional terms will come up. Alternatively, you can begin typing in the blank field to find a terms. These selections are used in transaction analytics.
74 +
75 +10 - Select the demographics to be available for selection in a downloadable user report. This allows you to restrict accessibility of user information. Only the demographics included here will be available for viewing/download.
76 +
77 +11 – Select Web Products to include in the Dashboard~*~**. When you click in the blank field, a drop-down list of products will come up. Alternatively, you can begin typing in the blank field to find a product(s).
78 +
79 +12 – Select File Products to include in the Dashboard~*~**. When you click in the blank field, a drop-down list of products will come up. Alternatively, you can begin typing in the blank field to find a product(s).
80 +
60 60  *
61 61  **
62 -*** For an advertiser dashboard, select Web Resources, Pages, and Newsletter Lists that the advertiser sponsors. For example, if the advertiser sponsors a section of your web site, videos, and/or whitepapers, select them from the drop-down menu. Only those items selected will be available to pull stats on in the Dashboard. For "Banner Advertiser:", select the advertiser(s) from the drop-down list. Only banner campaigns for the selected advertiser will be available in the Dashboard.
83 +*** For an advertiser dashboard, select Web Products, Advertisers and Newsletter Lists that the advertiser sponsors. For example, if the advertiser sponsors a section of your web site, videos, and/or whitepapers, select them from the drop-down menu. Only those items selected will be available to pull stats on in the Dashboard. For "Banner Advertiser:", select the advertiser(s) from the drop-down list. Only banner campaigns for the selected advertiser will be available in the Dashboard.
63 63  
64 64  See below for a screenshot of a Dashboard with selections made.
65 65  
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68 68  [[image:attach:media_1454437508338.png||align="center"]]
69 69  
70 70  Click "Save" when you've made all selections.
71 - A message, as shown below, will display indicating the Dashboard was saved.
92 +A message, as shown below, will display indicating the Dashboard was saved.
72 72  
73 73  [[image:attach:media_1434656114339.png||align="center"]]
74 74  
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76 76  
77 77  [[image:attach:media_1434656273356.png||align="center"]]
78 78  
79 -== **EDIT DASHBOARD** ==
100 +=== EDIT DASHBOARD ===
80 80  
81 81  [[image:attach:media_1439477451745.png||align="center"]]
82 82  
83 83  On the main listing page, click on the edit icon to make any changes to a dashboard, i.e. change the Title, Description, Web Resources, Newsletter Lists, and/or Banner Advertisers associated with the dashboard.
84 84  
85 -== **DELETE DASHBOARD** ==
106 +=== DELETE DASHBOARD ===
86 86  
87 87  [[image:attach:media_1439477595181.png||align="center"]]
88 88  
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94 94  {{/layout-cell}}
95 95  
96 96  {{layout-cell}}
118 +{{panel title="Search all Documentation:"}}
119 +
120 +
121 +{{livesearch/}}
122 +{{/panel}}
123 +
124 +{{panel title="Search Dashboards Documentation:"}}
125 +
126 +
127 +{{pagetreesearch rootPage="Analytics Dashboards"/}}
128 +{{/panel}}
129 +
130 +{{panel title="Click here to expand..."}}
131 +{{expand title="More Dashboards Documentation"}}
97 97  
133 +
134 +(% style="margin-left: 30.0px;" %)
135 +[[Run Dashboard – Select, Save, View, and Use Saved Selections>>doc:Run Dashboard -- Select, Save, View and Use Saved Selections]]
136 +
137 +(% style="margin-left: 30.0px;" %)
138 +[[Dashboard Reports – Generate Summary Report>>doc:Dashboard Reports -- Generate Summary Report]]
139 +
140 +(% style="margin-left: 30.0px;" %)
141 +Dashboard Reports - Combined User Report
142 +
143 +(% style="margin-left: 30.0px;" %)
144 +[[Dashboard Reports - Create Feed Report>>doc:Dashboard Reports -- Create Feed Report]]
145 +
146 +\\
147 +
148 +\\
149 +{{/expand}}
150 +{{/panel}}
151 +
152 +\\
153 +
154 +\\
155 +
156 +\\
157 +
158 +\\
98 98  {{/layout-cell}}
99 99  {{/layout-section}}
100 100  {{/layout}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -65715
1 +54198344
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/65715/Dashboards -- Creating, Editing, and Deleting Dashboards (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/54198344/Dashboards -- Creating, Editing, and Deleting Dashboards