Last modified by Admin on 2022/01/17 10:29
From version 17.1
edited by melanie@one-count_com
on 2016/12/08 11:18
Change comment: There is no comment for this version
To version 24.1
edited by Admin
on 2022/01/17 10:29
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
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1 +Analytics Dashboards
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1 -XWiki.melanie@one-count_com
1 +XWiki.Admin
Content
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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 9  === OPENING THE DASHBOARD WINDOW ===
10 10  
11 -=== Select DASHBOARDS from the main menu. ===
11 +=== Select ANALYTICS & DASHBOARD from the main menu. ===
12 12  
13 -[[image:attach:media_1433450489728.png||align="center"]]
13 +[[image:attach:Screen Shot 2021-10-09 at 4.30.14 PM (2).png||thumbnail="true" height="250"]]
14 14  
15 -=== Select Dashboards from the sub-menu. ===
15 +=== Select Dashboard from the sub-menu. ===
16 16  
17 -[[image:attach:media_1433450543134.png||align="center"]]
17 +[[image:attach:Screen Shot 2021-10-09 at 4.30.14 PM (2) copy.png||thumbnail="true" height="250"]]
18 18  
19 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 20  
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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. This allows you to restrict accessibility of user information. Only the demographics included here will be available for viewing/download.
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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88 88  
89 89  On the main listing page, click on the delete icon to delete a dashboard from the system.
90 90  
112 +\\
91 91  
114 +=== HIDE CHARTS IN DASHBOARD SCREENS ===
92 92  
116 +1. Go to Dashboard and create a dashboard or edit an existing dashboard.
117 +1. Click on Hide Charts field and select the chart you want to hide from the options.[[image:attach:image2022-1-17_10-29-26.png||height="60"]]
118 +1. You can select multiple charts at once in hide chart fields.
119 +1. Click on Save button to save the dashboard.
120 +1. Once dashboard is saved all the charts from hide charts field will be hidden in dashboard analytics.
121 +
122 +
123 +
93 93  {{id name="End ScreenSteps Content"/}}
94 94  {{/layout-cell}}
95 95  
96 96  {{layout-cell}}
97 -**Search all Documentation:**
128 +{{panel title="Search all Documentation:"}}
98 98  
99 99  
100 -
101 101  {{livesearch/}}
132 +{{/panel}}
102 102  
103 -
134 +{{panel title="Search Dashboards Documentation:"}}
104 104  
105 -**Search Dashboards Documentation:**
106 106  
137 +{{pagetreesearch rootPage="Analytics Dashboards"/}}
138 +{{/panel}}
107 107  
108 -
109 -{{pagetreesearch rootPage="Analytics Dashboards"/}}
110 -
111 -
112 -
140 +{{panel title="Click here to expand..."}}
113 113  {{expand title="More Dashboards Documentation"}}
114 114  
115 115  
116 116  (% 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)]]
145 +[[Run Dashboard – Select, Save, View, and Use Saved Selections>>doc:Run Dashboard -- Select, Save, View and Use Saved Selections]]
118 118  
119 119  (% style="margin-left: 30.0px;" %)
120 -[[Dashboard Reports – Generate Summary Report>>doc:Dashboard Reports -- Generate Summary Report (v12\.x)]]
148 +[[Dashboard Reports – Generate Summary Report>>doc:Dashboard Reports -- Generate Summary Report]]
121 121  
122 122  (% style="margin-left: 30.0px;" %)
123 123  Dashboard Reports - Combined User Report
124 124  
125 125  (% style="margin-left: 30.0px;" %)
126 -[[Dashboard Reports - Create Feed Report>>doc:Dashboard Reports -- Create Feed Report (v12\.x)]]
154 +[[Dashboard Reports - Create Feed Report>>doc:Dashboard Reports -- Create Feed Report]]
127 127  
128 -
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129 129  
130 -
158 +\\
131 131  {{/expand}}
160 +{{/panel}}
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132 132  {{/layout-cell}}
133 133  {{/layout-section}}
134 134  {{/layout}}
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1 -66889
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66889/Dashboards -- Creating, Editing, and Deleting Dashboards (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/65625/Dashboards -- Creating, Editing, and Deleting Dashboards