Wiki source code of Dashboards -- Creating, Editing, and Deleting Dashboards

Version 22.1 by steven@one-count_com on 2018/07/10 17:41

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12.1	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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12.1	9	=== OPENING THE DASHBOARD WINDOW ===
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6.1	11	=== Select DASHBOARDS from the main menu. ===
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	13	[[image:attach:media_1433450489728.png\|\|align="center"]]
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6.1	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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6.1	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.
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12.1	36	=== CREATE DASHBOARD ===
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6.1	38	=== Click "Create Dashboard". ===
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	40	[[image:attach:media_1434655946944.png\|\|align="center"]]
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6.1	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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12.1	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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6.1	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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6.1	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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12.1	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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12.1	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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20.1	103	{{panel title="Search Dashboards Documentation:"}}
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20.1	106	{{pagetreesearch rootPage="Analytics Dashboards"/}}
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22.1	114	[[Run Dashboard – Select, Save, View, and Use Saved Selections>>doc:Run Dashboard -- Select, Save, View and Use Saved Selections]]
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22.1	117	[[Dashboard Reports – Generate Summary Report>>doc:Dashboard Reports -- Generate Summary Report]]
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	120	Dashboard Reports - Combined User Report
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22.1	123	[[Dashboard Reports - Create Feed Report>>doc:Dashboard Reports -- Create Feed Report]]
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