Last modified by Admin on 2022/01/17 10:29
From version 23.1
edited by santosh
on 2021/04/09 18:20
Change comment: There is no comment for this version
To version 1.1
edited by melanie@one-count_com
on 2016/11/09 12:09
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
1 +Dashboards -- Creating, Editing, and Deleting Dashboards (v12.x)
Author
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1 -XWiki.santosh
1 +XWiki.melanie@one-count_com
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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}}
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161 -{{/layout}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -54198344
1 +65636
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/54198344/Dashboards -- Creating, Editing, and Deleting Dashboards
1 +https://info.onecount.net//wiki/spaces/OD/pages/65636/Dashboards -- Creating, Editing, and Deleting Dashboards (v12.x)