Last modified by Admin on 2022/01/17 10:29
From version 2.1
edited by melanie@one-count_com
on 2016/11/09 12:09
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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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
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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:Screen Shot 2021-04-09 at 5.10.24 PM.png||width="750"]]
45 +
46 +\\
47 +
48 +1 – Enter the Dashboard Title. (required)
49 +
50 +\\
51 +
52 +\\
53 +
54 +2 – Enter a description of the dashboard.
55 +
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).
57 +
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).
59 +
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).
61 +
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.
64 +
65 +\\
66 +
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 +
81 +*
82 +**
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.
84 +
85 +See below for a screenshot of a Dashboard with selections made.
86 +
87 +=== Save the Dashboard. ===
88 +
89 +[[image:attach:media_1454437508338.png||align="center"]]
90 +
91 +Click "Save" when you've made all selections.
92 +A message, as shown below, will display indicating the Dashboard was saved.
93 +
94 +[[image:attach:media_1434656114339.png||align="center"]]
95 +
96 +=== Click "Go back" button to return to Dashboard main listing page. ===
97 +
98 +[[image:attach:media_1434656273356.png||align="center"]]
99 +
100 +=== EDIT DASHBOARD ===
101 +
102 +[[image:attach:media_1439477451745.png||align="center"]]
103 +
104 +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.
105 +
106 +=== DELETE DASHBOARD ===
107 +
108 +[[image:attach:media_1439477595181.png||align="center"]]
109 +
110 +On the main listing page, click on the delete icon to delete a dashboard from the system.
111 +
112 +
113 +
114 +{{id name="End ScreenSteps Content"/}}
115 +{{/layout-cell}}
116 +
117 +{{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"}}
132 +
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}}
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159 +{{/layout-cell}}
160 +{{/layout-section}}
161 +{{/layout}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -65636
1 +54198344
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/65636/Dashboards -- Creating, Editing, and Deleting Dashboards (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/54198344/Dashboards -- Creating, Editing, and Deleting Dashboards