Creating a Dashboard

To create a new dashboard:

1. Navigate to the Dashboard screen.

2. Click the Create Dashboard ( ) icon.

   The Create Dashboard screen displays.

   

3. Enter the dashboard details:

   • Title: The title for the dashboard

   • Description: A description for the dashboard

   • Public Flag: If checked, the dashboard is made public to other Connect users. They will be able to select the dashboard from their list of dashboards

   • Columns: The number of columns that will display in the dashboard. Report and statistical widgets are able to be added to the columns

   • Width: The width of the dashboard in pixels
     Note: The width of the dashboard is a fixed value so that the columns will be uniformly displayed in the dashboard. You may wish to adjust the width to accommodate the number of columns appropriately. 200 pixels per columns is recommended. For more information on editing dashboards, please see Editing Dashboards.

4. To cancel without saving the new dashboard, click the Cancel Button.

   The Dashboard screen displays. The dashboard is not saved.

5. Click the Save button.

   The Dashboard screen displays, displaying the newly created dashboard.

6. Drag and drop the ' icon onto the dashboard into the desired column to add a reporting widget to the dashboard.

   

   Once in position, the widget tile details displays.

   

7. Enter the details for the widget:

   • Title: The displayed title for the widget

   • Description: The description for the widget

   • Type: The type of widget to be displayed. Each of the different widget types will require different information for appropriate display

     • URL: A specific URL of a website

       • Height: The height of the display widget in pixels

       • URL: The specific URL of the website to be displayed in the widget

     • Chart URL: A specific URL displaying in a chart format

       • Height: The height of the display widget in pixels

       • URL: The specific URL of the website to be displayed in the widget

     • Report: The results of a specific custom Connect Report

       • Height: The height of the display widget in pixels

       • Report: The custom Connect report to display

     • Email Success Rates Chart: Chart displaying the number of successful email deliveries

       • Height: The height of the display widget in pixels

       • Refresh Interval: The time interval when the chart will be refreshed (in seconds)

       • Deployment: The Connect deployment that will be reported on

     • Components Status Chart: Displays the status of all Connect messaging components

       • Height: The height of the display widget in pixels

       • Refresh Interval: The time interval when the chart will be refreshed (in seconds)

       • Deployment: The Connect deployment that will be reported on

     • Campaigns Status Chart: Displays the status of campaigns

       • Height: The height of the display widget in pixels

       • Refresh Interval: The time interval when the chart will be refreshed (in seconds)

       • Deployment: The Connect deployment that will be reported on

     • Messages Status Chart: Displays the status of campaign messages

       • Height: The height of the display widget in pixels

       • Refresh Interval: The time interval when the chart will be refreshed (in seconds)

       • Deployment: The Connect deployment that will be reported on

     • Realtime Monitor: Monitors all of the Connect message analytics

       • Type: The Connect operational area to monitor (e.g. campaign activity, customer response)

       • Refresh Interval: The time interval when the chart will be refreshed (in seconds)

       • Deployment: The Connect deployment that will be reported on

     • Campaign Result Chart: Details the success of campaigns

       • Result Type: The results to be tabulated (e.g. opens, clicks)

       • Campaign: The campaign being reported

       • Height: The height of the display widget in pixels

     • Campaign Overview: Displays an overview of active campaigns

       • Days: The number of days to report on from today

       • Active Campaign Count: The number of active campaigns to report on

       • Creating Campaign Count: The number of campaigns currently being created (i.e. not active) to report on

       • Height: The height of the display widget in pixels

     • Recent Campaigns Status Chart: Displays recent activity in campaigns

       • Show Recent Campaign Activity for Past Minutes: The number of previous minutes to display the previous activity

       • Refresh Interval: The time interval when the chart will be refreshed (in seconds)

       • Height: The height of the display widget in pixels

       • Department: The department associated to the returned campaigns (leave blank for all)

8. To cancel without saving the widget, click the Cancel button.

   The dashboard displays, the widget is not saved or displayed.

9. Click the Save button.

   The dashboard displays with the new widget added to the dashboard.