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

Version 23.1 by santosh on 2021/04/09 18:20

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23.1	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.
3.1	8
12.1	9	=== OPENING THE DASHBOARD WINDOW ===
3.1	10
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"]]
	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.
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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.
	24
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".
	33
	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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23.1	44	[[image:attach:Screen Shot 2021-04-09 at 5.10.24 PM.png\|\|width="750"]]
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3.1	48	1 – Enter the Dashboard Title. (required)
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3.1	54	2 – Enter a description of the dashboard.
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23.1	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).
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23.1	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).
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23.1	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).
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23.1	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.
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23.1	65	\\
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23.1	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).
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	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).
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	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.
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	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.
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	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.
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	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).
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	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).
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3.1	81	*
	82	**
23.1	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.
3.1	84
	85	See below for a screenshot of a Dashboard with selections made.
	86
6.1	87	=== Save the Dashboard. ===
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	89	[[image:attach:media_1454437508338.png\|\|align="center"]]
	90
	91	Click "Save" when you've made all selections.
23.1	92	A message, as shown below, will display indicating the Dashboard was saved.
3.1	93
	94	[[image:attach:media_1434656114339.png\|\|align="center"]]
	95
6.1	96	=== Click "Go back" button to return to Dashboard main listing page. ===
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	98	[[image:attach:media_1434656273356.png\|\|align="center"]]
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12.1	100	=== EDIT DASHBOARD ===
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	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
12.1	106	=== DELETE DASHBOARD ===
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	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.
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20.1	124	{{panel title="Search Dashboards Documentation:"}}
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20.1	127	{{pagetreesearch rootPage="Analytics Dashboards"/}}
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22.1	135	[[Run Dashboard – Select, Save, View, and Use Saved Selections>>doc:Run Dashboard -- Select, Save, View and Use Saved Selections]]
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	137	(% style="margin-left: 30.0px;" %)
22.1	138	[[Dashboard Reports – Generate Summary Report>>doc:Dashboard Reports -- Generate Summary Report]]
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	141	Dashboard Reports - Combined User Report
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22.1	144	[[Dashboard Reports - Create Feed Report>>doc:Dashboard Reports -- Create Feed Report]]
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