Version 23.1 by santosh on 2021/04/09 18:20
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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.
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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:Screen Shot 2021-04-09 at 5.10.24 PM.png||width="750"]]
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48 1 – Enter the Dashboard Title. (required)
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54 2 – Enter a description of the dashboard.
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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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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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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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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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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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81 *
82 **
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.
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85 See below for a screenshot of a Dashboard with selections made.
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87 === Save the Dashboard. ===
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89 [[image:attach:media_1454437508338.png||align="center"]]
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91 Click "Save" when you've made all selections.
92 A message, as shown below, will display indicating the Dashboard was saved.
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94 [[image:attach:media_1434656114339.png||align="center"]]
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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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100 === EDIT DASHBOARD ===
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102 [[image:attach:media_1439477451745.png||align="center"]]
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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.
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106 === DELETE DASHBOARD ===
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108 [[image:attach:media_1439477595181.png||align="center"]]
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110 On the main listing page, click on the delete icon to delete a dashboard from the system.
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135 [[Run Dashboard – Select, Save, View, and Use Saved Selections>>doc:Run Dashboard -- Select, Save, View and Use Saved Selections]]
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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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144 [[Dashboard Reports - Create Feed Report>>doc:Dashboard Reports -- Create Feed Report]]
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