Dashboards and reportlets

A dashboard is a collection of thumbnail reports called reportlets. A dashboard is most useful when it contains related reportlets that give you complete overviews of certain aspects of your site, such as finding methods, visitor profiles, and so on.

Dashboards and reportlets

A dashboard is a collection of thumbnail reports called reportlets. A dashboard is most useful when it contains related reportlets that give you complete overviews of certain aspects of your site, such as finding methods, visitor profiles, and so on.

You can add most marketing reports to a dashboard, including graphically intense reports like the Fallout Report, Conversion Funnel Report, and the Pathfinder Report.

You can also set a dashboard as your landing page, share dashboards with other users, and schedule them for delivery. If you do not set a dashboard (or a bookmark) as a landing page, the My Recommended Reports dashboard displays. My Recommended Reports shows the Key Metrics report plus your five most frequently viewed reports. It is dynamic and based on the actual reports that you view the most.

Be aware that some frequently viewed reports cannot be dashboarded and will not show up. These include:

• Anomaly Detection reports
• Contribution Analysis reports
• Fallout reports
• Pathfinder reports
• Real-time reports
• Other dashboards

• If you have, say, only three frequently viewed reports, Reports & Analytics will take two reports from the Site Overview dashboard to complete the My Recommended Reports dashboard.
• Brand new report suites will also initially still feature the Site Overview reportlets, until they gets replaced by your frequently viewed reports. Even so, the dashboard will now be called My Recommended Reports.

In addition to the dashboards you create, the following prepackaged dashboards are included for each user:

Components > All components > Dashboards > Shared Dashboards > Local Sites

This customizable dashboard provides you a way to drop reportlets into the template provided.

Components > All components > Dashboards > Shared Dashboards > Site Operations Dashboard

This dashboard provides you an overview of key metrics related to your website operations. Reports on this dashboard include:

• Exit Pages
• Most Popular Pages
• Most Popular Site Sections
• KPI/Gauge Reportlet
• Text Reportlet
• Company Summary Reportlet

Use the Dashboard Manager to edit and manage dashboards, and enable them for DirectAccess.

See Managing Dashboards.

Create a dashboard

Before adding a report (as a reportlet) to a dashboard, define the dashboard’s layout.

To create a dashboard:

1. Go to Analytics > Components > Manage Dashboards.

2. Click Add Dashboard.

3. Type a name for the dashboard.

4. Click 3 x 2 or 2 x 2 to specify how many reportlets you want on the dashboard page.

5. Configure the dashboard page layout:

   • Add Page: Adds a blank page to the dashboard, on which you can drag content to create reportlets.
   • Paper: Lets you specify a paper size, such as landscape, portrait, and A4.
   • Find Content: Lets you search for content in the Add Content and Dashboard Contents menus.

6. Add available content to the dashboard by dragging items to the reportlet canvas.

   See Creating a Reportlet and Editing Dashboard Settings.

7. Click Save.

   Saving a dashboard makes it available in the Dashboard menu. The new dashboard is also available in the Dashboard Manager ( Favorites > Dashboards > Manager), where you can edit, organize, share, schedule, archive dashboards, and more. (See Managing Dashboards.)

8. (Optional) To set the dashboard as your landing page, click More Options > Set as Landing Page.

Create a reportlet

After you create a reportlet, it is available to display in a dashboard.

To create a reportlet:

1. Run a report.

2. Click Dashboard.

3. On the Add Reportlet page, name the report, then select a dashboard from Place in Dashboard.

4. (Optional) Configure the date range.

   • Rolling: Changes the date as time passes, according to the time span (daily, monthly, and so on). For example, if today is January 17, you might set the dates for January 15 - 16. Then if you select Rolling, on January 27 the reportlet displays data for January 25 - 26.
   • Fixed: Prevents the date from moving forward as time passes.

5. (Optional) Override the publishing distribution list.

   Publishing List Override: If you enable this option, the report suite referenced in this reportlet is always used when distributed to a publishing list. If you disable this option, the report suite identified in the publishing list replaces the report suite in this reportlet.

6. Click Create New.

   The reportlet is added to the Dashboard Contents menu in the dashboard editor.

Add content to a dashboard

You can add content from other dashboards and shared dashboards. You can also add content from custom and external sources, such as text and images.

To add content to a dashboard:

1. Open a dashboard, then click Layout.

2. Click Add Content, then drag items to the dashboard.

   The Add Content menu displays reportlet content from other dashboards, legacy dashboards, and shared dashboards.

   NOTE

   The current limit to the number of pages in a dashboard is 30.

   Custom Reportlets

   Data Content:

   • Company Summary: Displays page views for multiple report suites and metrics that you select.

   • Metric Gauge: Displays a gauge that tells you where your metrics figures are in relation to the thresholds you specify.

     You can select a metric, graph type, color range, and threshold values. If the count of the metric rises above the Greater Than threshold, the gauge indicates this in the reportlet, using the color above the Greater Than field. If the count of the metric is below the Less Than threshold, the gauge indicates this in the reportlet, using the color above the Less Than field. The values you specify in these fields is the countable value of the metric, such as number of page views, dollar amounts, cart views, and so on. (Do not use special characters.)

   • Report Suite Summary: Displays a selected metric and its total or high and low values for a report suite.

   • Usage Summary: Shows data on interface access by people in your organization. This reportlet can show data by username access, report access, or report suite access.
     You can create the following User Content reportlets by providing URLs. If an image or other resource URL does not begin with https://, Internet Explorer users might see a warning about mixed content. You can disable the warning for mixed content in your browser security settings.

   User Content:

   • External Report: Lets you add an external report in .xml and .csv formats.
   • HTML: Lets you add a custom HTML reportlet. The URL must use HTTP or HTTPS. Otherwise, you see a Specified URL could not be retrieved error. In the document’s content, all tags with attributes using the data: and javascript: protocols are removed. Scripts, frames, applets, event handlers, flash, and other embedded objects are removed. If resources are specified using non HTTPS, IE users are issued a warning about mixed content.
   • Image: Lets you create a dashboard from an image URL. If the URL uses the HTTP protocol, Internet Explorer issues a mixed content warning. Using a URL with HTTPS removes the warning. All other protocols issue a Specified URL could not be retrieved error.
   • RSS: Lets you add an RSS web feed. Must be HTTP or HTTPS. Otherwise, you see a Specified URL could not be retrieved error.
   • Text: Lets you use XHTML code to create your own data. Use HTTP or HTTPS for a URL. Images used in the text reportlet content that have the HTTP protocol result in IE users receiving a warning about mixed content. Images included using other protocols do not display in the reportlet.

   My Dashboards

   Lists your upgraded dashboards from which you can move content to the new dashboard.

   Legacy Dashboards

   Lists your shared dashboards from which you can move content to the new dashboard.

   Shared Dashboards

   Lists legacy dashboards from which you can move content to the new dashboard. Legacy dashboards are useful if you want to preserve dashboard formatting from previous versions.

   Dashboard Contents

   Displays items you already added to the dashboard.

3. Click Save.

Edit dashboard and reportlet data

You can change data settings at the dashboard or reportlet level. For example, you can change the report suite, locking the report suite, changing dates, applying segments, and so on. You can also personalize a dashboard by inserting your company’s confidentiality statement, and include HTML, XML, Web API, and CSV data in customized reportlets.

To edit dashboard and reportlet data

1. Click Components > All components > Dashboards > dashboard name to open a dashboard.
2. Click Layout.

Co-brand a dashboard

To upload an image to display in a dashboard:

1. Analytics > Admin > All admin > Company settings.

2. On the Company Settings page, click Co-Brand the Adobe Experience Cloud.

3. Click Enable Co-Branding.

4. Browse to upload the image, then click Save.

   For best results when viewing the image in a browser, upload a 100px by 30px image. For best results in PDF output, upload a 417px by 125px (300 dpi) image. Oversized images are shrunk to size, while preserving aspect ratio.

Use segments with dashboards

Dashboards, like most reports in Adobe Analytics, can utilize segments to retrieve desired data.

Segments can be applied on two levels: to an entire dashboard or on a specific reportlet.

• Reportlet level: Click Layout, then the report suite of the reportlet you want to segment. A modal window appears that lets you add or change what segment(s) the reportlet uses.
• Dashboard level: Click the Segment icon in the left navigation, check the segment(s) you want to use, and click Apply. The selected segments override and replace any reportlet-level segments.