Last modified by Admin on 2022/01/17 10:29
From version 15.1
edited by melanie@one-count_com
on 2016/12/08 11:15
Change comment: There is no comment for this version
To version 2.1
edited by melanie@one-count_com
on 2016/11/09 12:09
Change comment: There is no comment for this version

Summary

Details

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1 -{{layout}}
2 -{{layout-section ac:type="two_right_sidebar"}}
3 -{{layout-cell}}
4 -
5 -
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.
8 -
9 -=== OPENING THE DASHBOARD WINDOW ===
10 -
11 -=== Select DASHBOARDS from the main menu. ===
12 -
13 -[[image:attach:media_1433450489728.png||align="center"]]
14 -
15 -=== Select Dashboards from the sub-menu. ===
16 -
17 -[[image:attach:media_1433450543134.png||align="center"]]
18 -
19 -This will open the Dashboard listing page where all Dashboards are listed in alphabetical order, as shown below. Note the search, page-through, and "Create Dashboard" functionality.
20 -
21 -[[image:attach:media_1433795900316.png||align="center"]]
22 -
23 -If you click to expand detail on a dashboard, you'll see dashboard users with permission to access that particular dashboard.
24 -
25 -=== Note re: Dashboard Users ===
26 -
27 -* There are two types of user accounts in ONEcount: Admin and Dashboard.
28 -* Admin users can access any or all of the modules in ONEcount, and Dashboard user have access only to an assigned Dashboard.
29 -* A sponsor/advertiser must have a Dashboard-type user account to access their assigne Dashboard.
30 -* A Dashboard-type user account allows a sponsor/advertiser permission to access their Dashboard only. They cannot access other dashboards or the ONEcount system.
31 -* Admin-type users can access Dashboards if such permission is granted them.
32 -* To download demographic detail on known visitors, Admin-type users also need permissions for "Lists and Reports" and "Download".
33 -
34 -Backend user accounts are created under Backend Users in the Utilities module.
35 -
36 -=== CREATE DASHBOARD ===
37 -
38 -=== Click "Create Dashboard". ===
39 -
40 -[[image:attach:media_1434655946944.png||align="center"]]
41 -
42 -=== Add information and make selections. ===
43 -
44 -[[image:attach:media_1454431042344.png||align="center"]]
45 -
46 -1 – Enter the Dashboard Title. (required)
47 -
48 -2 – Enter a description of the dashboard.
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).
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).
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).
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.
57 -
58 -7 - 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.
59 -
60 -*
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.
63 -
64 -See below for a screenshot of a Dashboard with selections made.
65 -
66 -=== Save the Dashboard. ===
67 -
68 -[[image:attach:media_1454437508338.png||align="center"]]
69 -
70 -Click "Save" when you've made all selections.
71 - A message, as shown below, will display indicating the Dashboard was saved.
72 -
73 -[[image:attach:media_1434656114339.png||align="center"]]
74 -
75 -=== Click "Go back" button to return to Dashboard main listing page. ===
76 -
77 -[[image:attach:media_1434656273356.png||align="center"]]
78 -
79 -=== EDIT DASHBOARD ===
80 -
81 -[[image:attach:media_1439477451745.png||align="center"]]
82 -
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 -
85 -=== DELETE DASHBOARD ===
86 -
87 -[[image:attach:media_1439477595181.png||align="center"]]
88 -
89 -On the main listing page, click on the delete icon to delete a dashboard from the system.
90 -
91 -
92 -
93 -{{id name="End ScreenSteps Content"/}}
94 -{{/layout-cell}}
95 -
96 -{{layout-cell}}
97 -**Search all Documentation:**
98 -
99 -
100 -
101 -{{livesearch/}}
102 -
103 -
104 -
105 -**Search INVENTORY Documentation:**
106 -
107 -
108 -
109 -{{pagetreesearch/}}
110 -
111 -
112 -
113 -{{expand title="More Dashboards Documentation"}}
114 -
115 -
116 -(% style="margin-left: 30.0px;" %)
117 -[[Run Dashboard – Select, Save, View, and Use Saved Selections>>doc:Run Dashboard -- Select, Save, View and Use Saved Selections (v12\.x)]]
118 -
119 -(% style="margin-left: 30.0px;" %)
120 -[[Dashboard Reports – Generate Summary Report>>doc:Dashboard Reports -- Generate Summary Report (v12\.x)]]
121 -
122 -(% style="margin-left: 30.0px;" %)
123 -Dashboard Reports - Combined User Report
124 -
125 -(% style="margin-left: 30.0px;" %)
126 -[[Dashboard Reports - Create Feed Report>>doc:Dashboard Reports -- Create Feed Report (v12\.x)]]
127 -
128 -
129 -
130 -
131 -{{/expand}}
132 -{{/layout-cell}}
133 -{{/layout-section}}
134 -{{/layout}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -66865
1 +65636
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66865/Dashboards -- Creating, Editing, and Deleting Dashboards (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/65636/Dashboards -- Creating, Editing, and Deleting Dashboards (v12.x)