Wiki source code of Dashboards -- Creating, Editing, and Deleting Dashboards (v12.x)

Version 6.1 by melanie@one-count_com on 2016/11/09 13:31

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	3	{{id name="Start ScreenSteps Content"/}}
	4	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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6.1	6	=== OPENING THE DASHBOARD WINDOW ===
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6.1	8	=== Select DASHBOARDS from the main menu. ===
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	10	[[image:attach:media_1433450489728.png\|\|align="center"]]
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6.1	12	=== Select Dashboards from the sub-menu. ===
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	14	[[image:attach:media_1433450543134.png\|\|align="center"]]
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	16	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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	18	[[image:attach:media_1433795900316.png\|\|align="center"]]
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	20	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	22	=== Note re: Dashboard Users ===
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	24	* There are two types of user accounts in ONEcount: Admin and Dashboard.
	25	* Admin users can access any or all of the modules in ONEcount, and Dashboard user have access only to an assigned Dashboard.
	26	* A sponsor/advertiser must have a Dashboard-type user account to access their assigne Dashboard.
	27	* A Dashboard-type user account allows a sponsor/advertiser permission to access their Dashboard only. They cannot access other dashboards or the ONEcount system.
	28	* Admin-type users can access Dashboards if such permission is granted them.
	29	* To download demographic detail on known visitors, Admin-type users also need permissions for "Lists and Reports" and "Download".
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	31	Backend user accounts are created under Backend Users in the Utilities module.
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6.1	33	=== CREATE DASHBOARD ===
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6.1	35	=== Click "Create Dashboard". ===
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	37	[[image:attach:media_1434655946944.png\|\|align="center"]]
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6.1	39	=== Add information and make selections. ===
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	41	[[image:attach:media_1454431042344.png\|\|align="center"]]
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	43	1 – Enter the Dashboard Title. (required)
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	45	2 – Enter a description of the dashboard.
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	47	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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	49	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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	51	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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	53	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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	55	7 - Select the demographics to be available for selection in a downloadable user report.
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	57	*
	58	**
	59	*** 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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	61	See below for a screenshot of a Dashboard with selections made.
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6.1	63	=== Save the Dashboard. ===
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	65	[[image:attach:media_1454437508338.png\|\|align="center"]]
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	67	Click "Save" when you've made all selections.
	68	A message, as shown below, will display indicating the Dashboard was saved.
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	70	[[image:attach:media_1434656114339.png\|\|align="center"]]
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6.1	72	=== Click "Go back" button to return to Dashboard main listing page. ===
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	74	[[image:attach:media_1434656273356.png\|\|align="center"]]
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6.1	76	=== EDIT DASHBOARD ===
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	78	[[image:attach:media_1439477451745.png\|\|align="center"]]
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	80	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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6.1	82	=== DELETE DASHBOARD ===
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	84	[[image:attach:media_1439477595181.png\|\|align="center"]]
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	86	On the main listing page, click on the delete icon to delete a dashboard from the system.
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	90	{{id name="End ScreenSteps Content"/}}