Last modified by Admin on 2022/01/17 10:29
From version 8.1
edited by melanie@one-count_com
on 2016/11/09 14:18
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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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
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1 +{{layout}}
2 +{{layout-section ac:type="two_right_sidebar"}}
3 +{{layout-cell}}
1 1  
2 2  
3 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.
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.
5 5  
6 -== **OPENING THE DASHBOARD WINDOW** ==
9 +=== OPENING THE DASHBOARD WINDOW ===
7 7  
8 -=== Select DASHBOARDS from the main menu. ===
11 +=== Select ANALYTICS & DASHBOARD from the main menu. ===
9 9  
10 -[[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"]]
11 11  
12 -=== Select Dashboards from the sub-menu. ===
15 +=== Select Dashboard from the sub-menu. ===
13 13  
14 -[[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"]]
15 15  
16 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 17  
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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** ==
36 +=== CREATE DASHBOARD ===
34 34  
35 35  === Click "Create Dashboard". ===
36 36  
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38 38  
39 39  === Add information and make selections. ===
40 40  
41 -[[image:attach:media_1454431042344.png||align="center"]]
44 +[[image:attach:Screen Shot 2021-04-09 at 5.10.24 PM.png||width="750"]]
42 42  
46 +\\
47 +
43 43  1 – Enter the Dashboard Title. (required)
44 44  
50 +\\
51 +
52 +\\
53 +
45 45  2 – Enter a description of the dashboard.
46 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).
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).
48 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).
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).
50 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).
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).
52 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.
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.
54 54  
55 -7 - Select the demographics to be available for selection in a downloadable user report.
65 +\\
56 56  
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 +
57 57  *
58 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.
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.
60 60  
61 61  See below for a screenshot of a Dashboard with selections made.
62 62  
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65 65  [[image:attach:media_1454437508338.png||align="center"]]
66 66  
67 67  Click "Save" when you've made all selections.
68 - 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.
69 69  
70 70  [[image:attach:media_1434656114339.png||align="center"]]
71 71  
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73 73  
74 74  [[image:attach:media_1434656273356.png||align="center"]]
75 75  
76 -== **EDIT DASHBOARD** ==
100 +=== 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** ==
106 +=== DELETE DASHBOARD ===
83 83  
84 84  [[image:attach:media_1439477595181.png||align="center"]]
85 85  
86 86  On the main listing page, click on the delete icon to delete a dashboard from the system.
87 87  
112 +\\
88 88  
114 +=== HIDE CHARTS IN DASHBOARD SCREENS ===
89 89  
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 +
90 90  {{id name="End ScreenSteps Content"/}}
125 +{{/layout-cell}}
126 +
127 +{{layout-cell}}
128 +{{panel title="Search all Documentation:"}}
129 +
130 +
131 +{{livesearch/}}
132 +{{/panel}}
133 +
134 +{{panel title="Search Dashboards Documentation:"}}
135 +
136 +
137 +{{pagetreesearch rootPage="Analytics Dashboards"/}}
138 +{{/panel}}
139 +
140 +{{panel title="Click here to expand..."}}
141 +{{expand title="More Dashboards Documentation"}}
142 +
143 +
144 +(% style="margin-left: 30.0px;" %)
145 +[[Run Dashboard – Select, Save, View, and Use Saved Selections>>doc:Run Dashboard -- Select, Save, View and Use Saved Selections]]
146 +
147 +(% style="margin-left: 30.0px;" %)
148 +[[Dashboard Reports – Generate Summary Report>>doc:Dashboard Reports -- Generate Summary Report]]
149 +
150 +(% style="margin-left: 30.0px;" %)
151 +Dashboard Reports - Combined User Report
152 +
153 +(% style="margin-left: 30.0px;" %)
154 +[[Dashboard Reports - Create Feed Report>>doc:Dashboard Reports -- Create Feed Report]]
155 +
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1 -https://info.onecount.net//wiki/spaces/OD/pages/65706/Dashboards -- Creating, Editing, and Deleting Dashboards (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/65625/Dashboards -- Creating, Editing, and Deleting Dashboards