Standard Themes

With the exception of the Analytics Overview, the standard Themes are organized as a collection of sub-reports called Dashboards. The available Dashboards are displayed as a horizontal row, near the top of the report. 

1. Select the desired Theme as described above. By default, the Overview Dashboard is selected, which provides a high-level summary. 

2. Select the desired Dashboard. The report contents are refreshed. 

Dashboards utilize a default Filter that limits the data presented in the report to a more meaningful size and scope. The current Filter settings are displayed within an expandable panel near the top of the Dashboard. From this panel, you can define your own Filter settings. 

1. Navigate to the desired Theme and Dashboard as described above.

2. Expand the Filter panel.

3. Enter or select the desired Filter settings. 

4. To add an additional Filter rule, click the Add button (plus-sign icon). Multiple rules are joined by an OR operator. 

5. Click run. The report contents are refreshed.

Some of the Dashboards within a Theme include additional levels of reporting that let you interact with the report contents, and define exactly what you want to see. In this manner, you can select what metric (or KPI) you want to analyze, by what demographic attribute. For example, you could choose to view "Clicks by Age Group."

1. Navigate to the desired Theme and Dashboard as described above.

2. The available KPIs are displayed in a horizontal row above the report. Beneath each KPI, the platform displays an up or down arrow, along with a number indicating how much this metric has changed from the previous reporting period. This feature lets you quickly view how your key metrics are trending. Select the desired KPI. The report contents are refreshed.

3. The menu of available demograhic attributes is displayed within a menu to the left of the Dashboard. From this menu, select the desired attribute. The report contents are refreshed.

Note: You can also choose the desired combination of KPI / demographic attribute within the Filter panel. 

Most Dashboards comprise multiple tiles that are designed to help you visualize your data. The various charts and graphs within these tiles include several options to improve the data's usability and clarity. 

1. Within a chart, hover your mouse cursor over a data point. The platform displays additional detail for that data point within a pop-up. 

2. For line charts that include multiple metrics, you can toggle a metric on / off by clicking on it in the legend. The platform refreshes the line chart, and automatically adjusts the scale as appropriate.

1. Navigate to the desired Theme and Dashboard as described above.

2. Make any desired changes to the Filter, KPI, demographic attribute, etc.

3. Click the Gear icon near the top-right corner of the screen and select either:

• Download as PDF: Enter the filename and click download or open in browser. 

• Download as CSV: The platform creates a .zip file, with a .csv file for each tile in the Dashboard. 

1. Navigate to the desired Theme and Dashboard as described above.

2. In the top-right corner of the desired tile, click the three-dot icon, and select Download Data. The Download pop-up window is displayed. 

3. From the "File Format" drop-down menu, select a file format.

4. Next to "Results," select whether or not to apply visualization options selected in the interface.

5. Next to "Values," select Formatted or Unformatted. 

6. Next to "Limits," select whether to limit the data included in the extract file.

7. Enter a filename.

8. Click download or open in browser.

You can email a Dashboard to yourself, or to other recipients in your organization. 

1. Navigate to the desired Theme and Dashboard as described above.

2. Make any desired changes to the Filter, KPI, demographic attribute, etc.

3. Click the Gear icon near the top-right corner of the screen and select one of the following: 

• Send: Define and execute a one-off email submission

• Schedule: Define a schedule that submits the email on a recurring frequency

4. In the "Title" field, enter a name for the Dashboard.

5. Next to "Where Should this Data Go," click Email. 

6. Next to "Who should it be emailed to," enter one or more recipient email addresses (separated by commas).

7. Optionally, to insert a message into the body of the email, check "Include a custom message," then enter the message text. 

8. Next to "Format data as," select a data format: PDF, Visualization, or a .zip File, with a .csv file for each tile in the Dashboard. 

9. If you selected Schedule, select a frequency, and enter or select the frequency interval. 

10. The Filters you defined above are selected by default; optionally enter or select different Filter options.

11. Click send (or save all if you selected Schedule).