Dashboards -- Creating, Editing, and Deleting Dashboards (v12.x)

Version 3.1 by melanie@one-count_com on 2016/11/09 12:09


 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.

OPENING THE DASHBOARD WINDOW

Select DASHBOARDS from the main menu.

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Select Dashboards from the sub-menu.

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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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If you click to expand detail on a dashboard, you'll see dashboard users with permission to access that particular dashboard.

Note re: Dashboard Users

  • There are two types of user accounts in ONEcount: Admin and Dashboard.
  • Admin users can access any or all of the modules in ONEcount, and Dashboard user have access only to an assigned Dashboard.
  • A sponsor/advertiser must have a Dashboard-type user account to access their assigne Dashboard.
  • A Dashboard-type user account allows a sponsor/advertiser permission to access their Dashboard only. They cannot access other dashboards or the ONEcount system.
  • Admin-type users can access Dashboards if such permission is granted them.
  • To download demographic detail on known visitors, Admin-type users also need permissions for "Lists and Reports" and "Download".

Backend user accounts are created under Backend Users in the Utilities module.

CREATE DASHBOARD

Click "Create Dashboard".

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Add information and make selections.

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1 – Enter the Dashboard Title. (required)

2 – Enter a description of the dashboard.

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).

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).

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).

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.

7 - Select the demographics to be available for selection in a downloadable user report.



      • 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.

See below for a screenshot of a Dashboard with selections made.

Save the Dashboard.

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Click "Save" when you've made all selections.
 A message, as shown below, will display indicating the Dashboard was saved.

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Click "Go back" button to return to Dashboard main listing page.

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EDIT DASHBOARD

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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.

DELETE DASHBOARD

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On the main listing page, click on the delete icon to delete a dashboard from the system.