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 5.1
edited by melanie@one-count_com
on 2016/11/09 13:24
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
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1 +
2 +
3 +{{id name="Start ScreenSteps Content"/}}
4 + 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.
5 +
6 +== OPENING THE DASHBOARD WINDOW ==
7 +
8 +== Select DASHBOARDS from the main menu. ==
9 +
10 +[[image:attach:media_1433450489728.png||align="center"]]
11 +
12 +== Select Dashboards from the sub-menu. ==
13 +
14 +[[image:attach:media_1433450543134.png||align="center"]]
15 +
16 +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.
17 +
18 +[[image:attach:media_1433795900316.png||align="center"]]
19 +
20 +If you click to expand detail on a dashboard, you'll see dashboard users with permission to access that particular dashboard.
21 +
22 +== Note re: Dashboard Users ==
23 +
24 +* There are two types of user accounts in ONEcount: Admin and Dashboard.
25 +* Admin users can access any or all of the modules in ONEcount, and Dashboard user have access only to an assigned Dashboard.
26 +* A sponsor/advertiser must have a Dashboard-type user account to access their assigne Dashboard.
27 +* A Dashboard-type user account allows a sponsor/advertiser permission to access their Dashboard only. They cannot access other dashboards or the ONEcount system.
28 +* Admin-type users can access Dashboards if such permission is granted them.
29 +* To download demographic detail on known visitors, Admin-type users also need permissions for "Lists and Reports" and "Download".
30 +
31 +Backend user accounts are created under Backend Users in the Utilities module.
32 +
33 +== CREATE DASHBOARD ==
34 +
35 +== Click "Create Dashboard". ==
36 +
37 +[[image:attach:media_1434655946944.png||align="center"]]
38 +
39 +== Add information and make selections. ==
40 +
41 +[[image:attach:media_1454431042344.png||align="center"]]
42 +
43 +1 – Enter the Dashboard Title. (required)
44 +
45 +2 – Enter a description of the dashboard.
46 +
47 +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).
48 +
49 +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).
50 +
51 +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).
52 +
53 +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.
54 +
55 +7 - Select the demographics to be available for selection in a downloadable user report.
56 +
57 +*
58 +**
59 +*** 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.
60 +
61 +See below for a screenshot of a Dashboard with selections made.
62 +
63 +== Save the Dashboard. ==
64 +
65 +[[image:attach:media_1454437508338.png||align="center"]]
66 +
67 +Click "Save" when you've made all selections.
68 + A message, as shown below, will display indicating the Dashboard was saved.
69 +
70 +[[image:attach:media_1434656114339.png||align="center"]]
71 +
72 +== Click "Go back" button to return to Dashboard main listing page. ==
73 +
74 +[[image:attach:media_1434656273356.png||align="center"]]
75 +
76 +== EDIT DASHBOARD ==
77 +
78 +[[image:attach:media_1439477451745.png||align="center"]]
79 +
80 +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.
81 +
82 +== DELETE DASHBOARD ==
83 +
84 +[[image:attach:media_1439477595181.png||align="center"]]
85 +
86 +On the main listing page, click on the delete icon to delete a dashboard from the system.
87 +
88 +
89 +
90 +{{id name="End ScreenSteps Content"/}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -65636
1 +65682
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/65682/Dashboards -- Creating, Editing, and Deleting Dashboards (v12.x)