Before you begin: This support guide shows you how to edit an existing dashboard in TapClicks. Editing a dashboard includes managing the sections of the dashboard, managing the color palette and adding/editing/deleting an executive summary. If you need to create a new dashboard, see How to Create a New Dashboard.
Locate the Dashboard
1] On the left side menu, click Reports and then click Dashboards.
2] There are three ways to locate the dashboard. You can search for it by entering the name into the search box in the upper left (results appear automatically).
3] Or you can click Add Filters and enter a filter parameter into the Filter textbox (results appear automatically).
4] Or you can navigate through the collection using the controls in the upper right.
5] When you locate the dashboard you want to edit, click it.
Edit the Dashboard
6] In the upper right, click the three dot menu icon.
7] On the popup menu, click Edit Dashboard.
8] The Edit Dashboard screen appears.
9] In the Edit Dashboard screen, make any necessary changes to the following:
- Data Profiles
- Business Unit
- Data Pre-Filtering
- Font Size
- Color Palette
10] Click Save.
Manage the Sections of the Dashboard
11] From the three dot popup menu in the upper right, choose Manage Sections. The Manage Sections pane appears on the right.
12] To edit a section, click the three dot menu of that section.
Edit Section Titles
13] To change any of the section titles, click Edit Sections.
14] Edit any of the section titles in their corresponding textbox.
15] Click Save Changes at the bottom of the pane.
Assign a Data Source to a Section
16] To assign a data source to that section, click Assign a Data Source.
17] Click Select a data category...
18] From the popup menu choose either Data Sources or Channels.
19] From the new popup menu that appears, select a specific data source or channel.
20] Click Save Changes at the bottom of the pane.
Delete a Section
21] From the popup menu click Delete Section.
22] Click Yes to confirm deletion.
Move a Section
23] To rearrange the order of the sections, hover your mouse of the move handle of the section you want to move. The cursor changes to a cross.
24] Drag the section to its new location in the list.
25] Click Close at the bottom of the pane.
Move a Widget to a Different Section
26] Click on the section title that contains the widget you want to move. All the widgets in the section are revealed.
27] Hover your mouse over the widget you want to move.
28] Drag it to the new section.
29] Click the Close button at the bottom of the pane.
Edit Section Draw Options
30] From the three dot popup menu in the upper right, choose Edit Section Draw Options. The Edit Section Draw Options pane appears on the right. Draw options enable you to change the look and feel of the widgets.
31] In the list of Section Draw Options, slide the switch to the right to turn on an option and to the left to turn it off.
32] Click the Close button at the bottom of the pane.
Reset Widget Color Palette
33] From the three dot popup menu in the upper right, choose Reset Widget Color Palette. You would only do this if you made changes from the default color palette.
34] Click Yes to confirm change.
Edit Executive Summary
35] From the three dot popup menu in the upper right, choose Edit Executive Summary. The Executive Summary pane appears on the right.
Enter a New Summary
36] Slide the enable switch to the right.
37] Click the Add New Summary button at the bottom of the pane. The Executive Summary screen appears.
38] Enter a title in the title textbox.
39] To establish a limited date range for the summary, click the date box and choose two dates from the calendar or one selection from the right-side menu.
40] To limit the executive summary to a particular client or client group, click the appropriate box in the Assignment section and choose the desired client or client group from the dropdown menu.
41] Enter the content of the executive summary below the Content menu.
42] Use the Content menu to format the text, enter links, video, images, etc.
43] Click Save.
Edit an Existing Summary
44] Scroll your mouse over the summary you want to edit. Edit This Summary appears.
45] Click Edit This Summary.
46] Edit any of the parts of the executive summary (see steps 37 - 42).
47] Click Save.
Delete an Existing Summary
48] Scroll your mouse over the summary you want to delete.
49] Click Edit This Summary.
50] Click the Delete button at the bottom of the screen.
51] Click Yes to confirm the deletion.
52] Click Close at the bottom of the pane.