Last modified by Admin on 2022/04/25 14:13
From version 3.1
edited by melanie@one-count_com
on 2016/12/06 18:15
Change comment: There is no comment for this version
To version 9.1
edited by Admin
on 2022/04/25 15:13
Change comment: There is no comment for this version

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1 -Run Dashboard -- Select, Save, View and Use Saved Selections (v12.x)
1 +Run Dashboard -- Select, Save, View and Use Saved Selections
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1 +Analytics Dashboards
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1 -XWiki.melanie@one-count_com
1 +XWiki.Admin
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1 +{{layout}}
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3 3  {{id name="Start ScreenSteps Content"/}}
4 - The following lesson will give directions on how to run a dashboard and the various analytics and reports you can generate.
7 +The following lesson will give directions on how to run a dashboard and the various analytics and reports you can generate.
5 5  
6 6  === RUN A DASHBOARD ===
7 7  
8 -=== Click on the Run Dashboard icon. ===
11 +**Click on the Run Dashboard icon.**    [[image:attach:media_1439477621500.png]]
9 9  
10 -[[image:attach:media_1439477621500.png||align="center"]]
11 -
12 12  === DASHBOARD SELECTIONS AND OPTIONS ===
13 13  
14 14  To run a dashboard, you'll need to select the Pages, Resources, Banner Campaigns, and Email Campaigns you want to report on.
15 - Once those selections are made and the date range set, you can either generate a summary report, create a combined user report, save the selections*, or create a feed report. More detail on each of these options is provided below.
16 +Once those selections are made and the date range set, you can either generate a summary report, create a combined user report, save the selections*, or create a feed report. More detail on each of these options is provided below.
16 16  
17 17  *To run a dashboard from a set of previously saved selections, click on "View Saved Selections".
18 18  
19 -=== Select the date range. ===
20 +==== Date range ====
20 20  
21 21  [[image:attach:media_1467298247953.png||align="center"]]
22 22  
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26 26  
27 27  Note that you can select standard options – Last 7 Days, Month to Date, Previous Month, Year to Date – or set a custom range using the forward and backward arrows then selecting the range. To select the range, simply click on the start date then click on the end date. The selected range will be highlighted, as shown above.
28 28  
29 -=== Select Page Title(s) ===
30 +Now select the criteria for this dashboard. If you are going to Generate a Summary Report, the items you select will appear in your report. If you are going to Create a Feed Report, which means sending the data to an SFTP site, then the criteria you choose when you run the report will be saved as part of the feed.
30 30  
31 -[[image:attach:media_1467298507667.png||align="center"]]
32 +In order to run a feed, you must select some level of engagement. Here, we are selecting Web Engagement Products; these are URL-based products that we have set up in the system to track users. You can further limit your selection by choosing a segment of users to appear in this report or feed. You can also choose e-mail campaigns, banner campaigns, transactional products, etc.
32 32  
33 -Cilck in the blank "Select Page Titles" field to display a drop-down list of pages associated with the dashboard. Click on a page to select. A selected page will appear highlighted in blue.
34 +~*~**NOTE: When Creating a Feed Report, the date range is set within the feed window, so the date range on this page is ignored.
34 34  
35 -=== Select Resources ===
36 +\\
36 36  
37 -[[image:attach:media_1467298841472.png||align="center"]]
38 +[[image:attach: dashboard-criteria.png||width="1000"]]
38 38  
39 -Click in the blank "Select Resources" field to display a drop-down list of resources associated with the dashboard. Click on a resource to select. A selected resource will appear highlighted in blue.
40 +\\
40 40  
41 -=== Select Banner Campaigns ===
42 -
43 -[[image:attach:media_1467298988078.png||align="center"]]
44 -
45 -Click in the blank "Select Banner Campaigns" field to display a drop-down list of banner campaigns associated with the dashboard. Click on a banner campaign to select. A selected campaign will appear highlighted in blue.
46 -
47 -=== Select Email Campaigns ===
48 -
49 -[[image:attach:media_1438700115405.png||align="center"]]
50 -
51 -Click in the blank "Select Email Campaigns" field to display a drop-down list of email campaigns associated with the dashboard*. Click on a campaign to select. A selected campaign will appear highlighted in blue.
52 - *Email campaigns are time-sensitive, so only campaigns sent during the selected time period will appear in the drop-down list.
53 -If there are no email campaigns during that time period (or none have been attached to that dashboard), the blank field will appear grayed out and will be inactive. (See screenshot below.)
54 -
55 -[[image:attach:media_1467299075572.png||align="center"]]
56 -
57 57  Note, that "Select Page Titles", "Select Resources" and "Select Banner Campaigns" fields may appear grayed out as well if there are no resources and/or banner campaigns attached to the dashboard.
58 58  
59 -=== SAVE SELECTIONS OPTION ===
44 +=== SAVE SELECTIONS ===
60 60  
61 61  Once Page, Resource, and Banner Campaign, selections are made, you have the option to save those selections as a template for later use. To do so, click on the "Save Selections" button.
62 62  
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70 70  
71 71  When done, click "Save" to save the template or "Cancel" to cancel the operation.
72 72  
73 -Upon saving the selections, a confirmation message indicating "[[doc:Template Name]] is saved" will be presented.
58 +Upon saving the selections, a confirmation message indicating "[[Template Name>>doc:Template Name]] is saved" will be presented.
74 74  
75 -=== View Saved Selections ===
60 +=== VIEW SAVED SELECTIONS ===
76 76  
77 77  [[image:attach:media_1439482542471.png||align="center"]]
78 78  
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91 91  
92 92  
93 93  {{id name="End ScreenSteps Content"/}}
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88 +{{panel title="Search Dashboards Documentation:"}}
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91 +{{pagetreesearch rootPage="Analytics Dashboards"/}}
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97 +{{toc maxLevel="4"/}}
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100 +{{panel title="Click here to expand..."}}
101 +{{expand title="More Dashboards Documentation"}}
102 +
103 +
104 +(% style="margin-left: 30.0px;" %)
105 +
106 +
107 +(% style="margin-left: 30.0px;" %)
108 +[[Dashboard Reports – Generate Summary Report>>doc:Dashboard Reports -- Generate Summary Report]]
109 +
110 +(% style="margin-left: 30.0px;" %)
111 +Dashboard Reports - Combined User Report
112 +
113 +(% style="margin-left: 30.0px;" %)
114 +[[Dashboard Reports - Create Feed Report>>doc:Dashboard Reports -- Create Feed Report]]
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66866/Run Dashboard -- Select, Save, View and Use Saved Selections (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66748/Run Dashboard -- Select, Save, View and Use Saved Selections