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.
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:
The Site Overview dashboard is no longer listed in Reports & Analytics. However, there are still a couple of circumstances where you will see some or all of its reportlets.
In addition to the dashboards you create, the following prepackaged dashboards are included for each user:
Components > Dashboards > Shared Dashboards > Local Sites
This customizable dashboard provides you a way to drop reportlets into the template provided.
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:
Use the Dashboard Manager to edit and manage dashboards, and enable them for DirectAccess.
See Managing Dashboards.
Steps that describe how to create a dashboard.
Before adding a report (as a reportlet) to a dashboard, define the dashboard’s layout.
Go to Analytics > Components > Manage Dashboards.
Click Add Dashboard.
Type a name for the dashboard.
Click 3 x 2 or 2 x 2 to specify how many reportlets you want on the dashboard page.
Configure the dashboard page layout:
Add available content to the dashboard by dragging items to the reportlet canvas.
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.)
(Optional) To set the dashboard as your landing page, click More Options > Set as Landing Page.
Steps that describe how to create a reportlet. Once you create a reportlet, it is available to display in a dashboard.
Run a report.
On the Add Reportlet page, name the report, then select a dashboard from Place in Dashboard.
(Optional) Configure the date range.
(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.
Click Create New.
The reportlet is added to the Dashboard Contents menu in the dashboard editor.
Steps that describe how to add content from other dashboards and shared dashboards. You can also add content from custom and external sources, such as text and images.
Open a dashboard, then click Layout.
Click Add Content, then drag items to the dashboard.
The Add Content menu displays reportlet content from other dashboards, legacy dashboards, and shared dashboards.
The current limit to the number of pages in a dashboard is 30.
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.
Specified URL could not be retrievederror.
Specified URL could not be retrievederror.
Lists your upgraded dashboards from which you can move content to the new dashboard.
Lists your shared dashboards from which you can move content to the new dashboard.
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.
Displays items you already added to the dashboard.
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
|Change a dashboard’s report suite||Click the menu in the Experience Cloud header, then select a report suite.|
|Change a reportlet’s report suite||In the reportlet, click the report suite name, then select a report suite from the Report Suite menu.|
|Apply a segment to a dashboard||In the Experience Cloud header, click Show Segments, then select a segment.|
|Apply a segment to a reportlet||In the dashboard, click Layout to edit a dashboard. In the reportlet, click the report suite name, then select a value from the Segment field and click Update.|
|Lock a report suite (prevents changing the report suite in a reportlet)||In the reportlet, click the report suite name, then enable Lock Report Suite. Click Update.|
|Change a reporting date||For a dashboard, click the calendar. (All the reportlets in the dashboard reflect the change.)
For a reportlet, click the date link, then configure the calendar.
|Name a dashboard||Open a dashboard, then click More > Rename.|
|View a dashboard archive||Click More > View Archive.|
|Set the dashboard as a landing page||In a dashboard, click More > Set As Landing Page.|
|Download a dashboard||In a dashboard, click More > Download.|
|Print a dashboard||In a dashboard, click More > Print.|
|Save a dashboard||In a dashboard, click Save As, then specify a name.|
Steps that describe how to upload an image to display in a dashboard.
Analytics > Admin > Company Settings.
On the Company Settings page, click Co-Brand the Adobe Experience Cloud.
Click Enable Co-Branding.
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.
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.