Run Dashboard -- Select, Save, View and Use Saved Selections (v12.x)

 The following lesson will give directions on how to run a dashboard and the various analytics and reports you can generate.

RUN A DASHBOARD

Click on the Run Dashboard icon.

DASHBOARD SELECTIONS AND OPTIONS

To run a dashboard, you'll need to select the Pages, Resources, Banner Campaigns, and Email Campaigns you want to report on.
 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.

*To run a dashboard from a set of previously saved selections, click on "View Saved Selections".

Select the date range.

Select the date range by clicking in the date range field and using the drop-down calendar, as shown below.

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.

Select Page Title(s)

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.

Select Resources

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.

Select Banner Campaigns

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.

Select Email Campaigns

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.
 *Email campaigns are time-sensitive, so only campaigns sent during the selected time period will appear in the drop-down list.
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.)

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.

SAVE SELECTIONS OPTION

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.

Note that because newsletters are date dependent, newsletter campaigns won't be saved.

When you click "Save Selections", the window shown below will be presented. Here you give the template a name (required) and description (optional).

When done, click "Save" to save the template or "Cancel" to cancel the operation.

Upon saving the selections, a confirmation message indicating "Template Name is saved" will be presented.

View Saved Selections

To view a list of available templates for the Dashboard you are in, click the "View Saved Selections" button. This will bring you to the Dashboard Report Query listing page. (See below.)

Expanding the details of a template will display the description, resources, banners, and demographics selected for a Combined User Report.

Newsletter Campaign selections are not included in the details, as they are time sensitive and dependent upon the date range you select when you run the dashboard. Once you run the dashboard and set the date range, Newsletter Campaigns within that date range will be available for selection.

When the dashboard is run from the Dashboard Report Query listing page, the "Save Selections" button will change to "Update Selections". If you wish to add or remove any selections to/from the template, simply do so and click "Update Selections". This will update the template with the new selections.

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