Adobe Analytics dashboards: executive user quick start guide

The following information provides executive users with information on best practices for using and viewing Adobe Analytics dashboards. To see a video demonstrating this information, see Adobe Analytics dashboards In-App Experience.

Introduction

Adobe Analytics dashboards provides anytime, anywhere insights from Adobe Analytics. The app allows users mobile access to intuitive scorecards. Scorecards are a collection of key metrics and other components presented in a tiled layout that you can tap for more detailed breakdowns and trended reports. Dashboards is supported on both iOS and Android operating systems.

More about this guide

This guide is intended to help executive users read and interpret Scorecards on Analytics dashboards. The app allows executive users to view a broad rendering of important summary data quickly and easily on their own mobile devices.

Glossary of terms

Term Definition
Consumer Executive persona viewing key metrics and insights from Analytics on a mobile device
Curator Data literate persona who finds and distributes insights from Analytics and configures the Scorecards to be viewed by consumer
Curation The act of creating or editing a mobile scorecard containing relevant metrics, dimensions and other components for the consumer
Scorecard A dashboards view containing one or more tiles
Tile A rendering for a metric within a Scorecard View
Breakdown A secondary view accessible by tapping a tile in the Scorecard. This view expands on the metric displayed on the tile and optionally reports on additional breakdown dimensions.
Date Range The primary date range for dashboards reporting
Comparison Date Range The Date Range that is compared with the primary date range

Get dashboards set up on your device

To use the dashboards effectively, you will need to have your Scorecard curator help you set it up. This section provides information to help you get set up with the assistance of your curator.

Get access

To access Scorecards on dashboards, ensure that:

  • You have a valid login into Adobe Analytics
  • Your curator has correctly created mobile Scorecards and shared them with you

Downloand and install dashboards

To download and install the app, follow the steps according to the operating system on your device.

For executive users on iOS:

Click the following link (it is also available in Analytics under Tools > dashboards) and follow the prompts to download, install, and open the app:

iOS link

For executive users on Android:

Click the following link (it is also available in Analytics under Tools > dashboards) and follow the prompts to download, install, and open the app:

Android link

Once downloaded and installed, executive users can sign into the app using their existing Adobe Analytics credentials.

App welcome screen

Use dashboards

To use dashboards:

  1. Sign into the app. The sign in screen will appear upon launching dashboards. Follow the prompts using your existing Adobe Analytics credentials. We support both Adobe and Enterprise/Federated IDs.

    Sign in sequence

  2. Choose a company. After you sign into dashboards, the Choose a company screen appears. This screen lists the login companies to which you belong. Tap the company name associated with the Scorecard shared with you.

  3. The Scorecard list then shows all Scorecards that have been shared with you. Tap the Scorecard you want to view.

    Choose a company

    If you log in and see a message saying that nothing has been shared, verify the following with your curator:

    • You can log into the right Analytics instance
    • The Scorecard has been shared with you

    Nothing shared

  4. Examine how the tiles appear in the Scorecard (the first Scorecard is shown in dark mode; see Preferences below for more information).

    Tiles explained

    Additional information on tiles:

    • The granularity of the sparklines is dependent on the length of the date range:

      • One day shows an hourly trend
      • More than one day and less than a year shows a daily trend
      • One year or more shows a weekly trend
    • Percent value change formula is metric total (current date range) – metric total (comparison date range) / metric total (comparison date range).

    • You can pull the screen down to refresh the Scorecard.

    The following example Scorecard is shown in normal mode:

    Example Scorecard

  5. Tap a tile to see how a detailed breakdown for the tile works.

    Breakdow view

  6. To change date ranges for your Scorecard:

    Change dates

    • You can also change the date ranges within the Breakdown view shown above in the same way.

    • Depending on the interval you tap (Day, Week, Month, or Year), you will see two options for date ranges—either the present span of time or the one immediately preceding it. Tap one of these two options to select the first range. Under the COMPARE TO list, tap one of the presented options to compare the data of this time period with the first date range you selected. Tap Done in the upper right of the screen. The Date Ranges field and the Scorecard tiles are updated with the new comparison data from the new ranges you selected.

  7. To apply a segment filter to your Scorecard, tap the filter dropdown and select a segment that has been configured by your curator. Filters in the app function the same way they do in Analytics Workspace.

    Segment filter

  8. Get Scorecard updates. If a Scorecard does not include all of the metric or breakdowns that you may be interested in, please contact your Analytics team to have the Scorecard updated. Once updated, you can pull down the card on the screen to refresh it and load the recently-added data.

  9. To leave feedback on this app:

    1. Tap the settings icon in the upper right of the app screen.

    2. On the Settings screen, tap the Feedback option.

    3. Tap to view the options for leaving feedback.

      Settings screen

  10. To change preferences, tap the Preferences option shown above. In preferences, you can turn on biometric login or you can set the app for dark mode as shown below:

    Dark mode

To report a bug:

Tap the option and choose a sub-category of the bug. In the form for reporting a bug, provide your email address in the top field and your description of the bug in the field below it. A screen shot of your account info is automatically attached to the message, but you can delete this if you want by tapping the X in the attachment image. You also have options for taking a screen recording, adding more screenshots, or attaching files. To send the report, tap the paper plane icon in the upper right of the form.

Report bug

To suggest an improvement:

Tap the option and choose a sub-category for the suggestion. In the suggestion form, provide your email address in the top field and your description of the bug in the field below it. A screen shot of your account info is automatically attached to the message, but you can delete this if you want by tapping the X in the attachment image. You also have options for taking a screen recording, adding more screenshots, or attaching files. To send the suggestion, tap the paper plane icon in the upper right of the form.

To ask a question:

Tap the option and provide your email address in the top field and your question in the field below it. A screen shot is automatically attached to the message, but you can delete this if you want by tapping the X in the attachment image. You also have options for taking a screen recording, adding more screenshots, or attaching files. To send the question, tap the paper plane icon in the upper right of the form.

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