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Version 15.1 by melanie@one-count_com on 2016/12/08 11:15
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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.
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9 === OPENING THE DASHBOARD WINDOW ===
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11 === Select DASHBOARDS from the main menu. ===
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13 [[image:attach:media_1433450489728.png||align="center"]]
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15 === Select Dashboards from the sub-menu. ===
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17 [[image:attach:media_1433450543134.png||align="center"]]
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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.
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21 [[image:attach:media_1433795900316.png||align="center"]]
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23 If you click to expand detail on a dashboard, you'll see dashboard users with permission to access that particular dashboard.
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25 === Note re: Dashboard Users ===
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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".
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34 Backend user accounts are created under Backend Users in the Utilities module.
35
36 === CREATE DASHBOARD ===
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38 === Click "Create Dashboard". ===
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40 [[image:attach:media_1434655946944.png||align="center"]]
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42 === Add information and make selections. ===
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44 [[image:attach:media_1454431042344.png||align="center"]]
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46 1 – Enter the Dashboard Title. (required)
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48 2 – Enter a description of the dashboard.
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50 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).
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52 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).
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54 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).
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56 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.
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58 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.
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60 *
61 **
62 *** 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.
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64 See below for a screenshot of a Dashboard with selections made.
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66 === Save the Dashboard. ===
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68 [[image:attach:media_1454437508338.png||align="center"]]
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70 Click "Save" when you've made all selections.
71 A message, as shown below, will display indicating the Dashboard was saved.
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73 [[image:attach:media_1434656114339.png||align="center"]]
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75 === Click "Go back" button to return to Dashboard main listing page. ===
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77 [[image:attach:media_1434656273356.png||align="center"]]
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79 === EDIT DASHBOARD ===
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81 [[image:attach:media_1439477451745.png||align="center"]]
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83 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.
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85 === DELETE DASHBOARD ===
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87 [[image:attach:media_1439477595181.png||align="center"]]
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89 On the main listing page, click on the delete icon to delete a dashboard from the system.
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97 **Search all Documentation:**
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105 **Search INVENTORY Documentation:**
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113 {{expand title="More Dashboards Documentation"}}
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117 [[Run Dashboard – Select, Save, View, and Use Saved Selections>>doc:Run Dashboard -- Select, Save, View and Use Saved Selections (v12\.x)]]
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120 [[Dashboard Reports – Generate Summary Report>>doc:Dashboard Reports -- Generate Summary Report (v12\.x)]]
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123 Dashboard Reports - Combined User Report
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126 [[Dashboard Reports - Create Feed Report>>doc:Dashboard Reports -- Create Feed Report (v12\.x)]]
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