Last modified by Admin on 2022/01/17 10:29
From version 5.1
edited by melanie@one-count_com
on 2016/11/09 13:24
Change comment: There is no comment for this version
To version 12.1
edited by melanie@one-count_com
on 2016/12/06 18:14
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
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3 3  {{id name="Start ScreenSteps Content"/}}
4 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 5  
6 -== OPENING THE DASHBOARD WINDOW ==
6 +=== OPENING THE DASHBOARD WINDOW ===
7 7  
8 -== Select DASHBOARDS from the main menu. ==
8 +=== Select DASHBOARDS from the main menu. ===
9 9  
10 10  [[image:attach:media_1433450489728.png||align="center"]]
11 11  
12 -== Select Dashboards from the sub-menu. ==
12 +=== Select Dashboards from the sub-menu. ===
13 13  
14 14  [[image:attach:media_1433450543134.png||align="center"]]
15 15  
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19 19  
20 20  If you click to expand detail on a dashboard, you'll see dashboard users with permission to access that particular dashboard.
21 21  
22 -== Note re: Dashboard Users ==
22 +=== Note re: Dashboard Users ===
23 23  
24 24  * There are two types of user accounts in ONEcount: Admin and Dashboard.
25 25  * Admin users can access any or all of the modules in ONEcount, and Dashboard user have access only to an assigned Dashboard.
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30 30  
31 31  Backend user accounts are created under Backend Users in the Utilities module.
32 32  
33 -== CREATE DASHBOARD ==
33 +=== CREATE DASHBOARD ===
34 34  
35 -== Click "Create Dashboard". ==
35 +=== Click "Create Dashboard". ===
36 36  
37 37  [[image:attach:media_1434655946944.png||align="center"]]
38 38  
39 -== Add information and make selections. ==
39 +=== Add information and make selections. ===
40 40  
41 41  [[image:attach:media_1454431042344.png||align="center"]]
42 42  
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52 52  
53 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 54  
55 -7 - Select the demographics to be available for selection in a downloadable user report.
55 +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.
56 56  
57 57  *
58 58  **
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60 60  
61 61  See below for a screenshot of a Dashboard with selections made.
62 62  
63 -== Save the Dashboard. ==
63 +=== Save the Dashboard. ===
64 64  
65 65  [[image:attach:media_1454437508338.png||align="center"]]
66 66  
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69 69  
70 70  [[image:attach:media_1434656114339.png||align="center"]]
71 71  
72 -== Click "Go back" button to return to Dashboard main listing page. ==
72 +=== Click "Go back" button to return to Dashboard main listing page. ===
73 73  
74 74  [[image:attach:media_1434656273356.png||align="center"]]
75 75  
76 -== EDIT DASHBOARD ==
76 +=== EDIT DASHBOARD ===
77 77  
78 78  [[image:attach:media_1439477451745.png||align="center"]]
79 79  
80 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 81  
82 -== DELETE DASHBOARD ==
82 +=== DELETE DASHBOARD ===
83 83  
84 84  [[image:attach:media_1439477595181.png||align="center"]]
85 85  
Confluence.Code.ConfluencePageClass[0]
id
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1 -65682
1 +66861
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/65682/Dashboards -- Creating, Editing, and Deleting Dashboards (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66861/Dashboards -- Creating, Editing, and Deleting Dashboards (v12.x)