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 Dashboard.
Locate the Dashboard
1] Log in to TapClicks and, on the Reports menu, 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 More Options (three dots) icon.
7] From the dropdown menu, select Dashboard Settings.
8] The Edit Dashboard screen appears.
9] In the Edit Dashboard screen, make any necessary changes to the following:
- Title
- Data Profiles
- Business Unit
- Data Pre-Filtering
- Font Size
- Color Palette
10] Click Save.
Manage the Sections of the Dashboard
11] Hover over the section title and select the Section Options (three dots) icon.
12] From the dropdown menu, select Edit and Manage. The Edit Section menu will appear on the right side of the page.
13] The Edit Sections screen will open.
Move a Section
14] 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.
15] Drag the section to its new location in the list.
16] Click Close at the bottom of the menu.
Move a Widget to a Different Section
17] Click on the section title that contains the widget you want to move. All the widgets in the section are revealed.
18] Hover your mouse over the widget you want to move.
19] Drag it to the new section.
20] Click the Close button at the bottom of the menu.
Edit Section Titles
21] To change any of the section titles, click Rename Sections.
22] Edit any of the section titles in their corresponding textbox.
23] Click Done at the bottom of the menu.
Assign a Data Source to a Section
24] To assign a data source to that section, hover over the section title and select the More Options (threes dots) icon.
25] From the dropdown menu, select Assign Section. The Section Assignment modal will appear on your page.
26] For the section you wish to assign mark the Data Category radio button.
27] From the dropdown menu, select the Data Source that you wish to assign the section to.
28] Click Save at the bottom of the modal.
Delete a Section
29] From the dropdown menu under the More Options icon, click Delete Section.
30] Click Yes, Delete to confirm deletion.
Edit Section Draw Options
31] From the dropdown menu under the More Options icon, select Edit Section Draw Options. The Edit Section Draw Options menu appears on the right. Draw options enable you to change the look and feel of the widgets.
32] 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.
33] Click the Close button at the bottom of the menu.
Reset Widget Color Palette
34] From the dropdown menu under the More Options icon, choose Reset Widget Color Palette. You would only do this if you made changes from the default color palette.
35] Click Reset to confirm change.
Edit Executive Summary
36] From the three dot popup menu in the upper right, select Executive Summary. The Executive Summary menu appears on the right.
Enter a New Summary
37] Slide the Enable Executive Summary switch to the right.
38] Click the Add Executive Summary button.
39] The Executive Summary modal will appear.
39] Enter a title in the title textbox.
40] To establish a limited date range for the summary, click the start and end date boxes and choose two dates from the calendar.
41] 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.
42] Enter the content of the executive summary below the Content menu.
43] Use the Content menu to format the text, enter links, video, images, etc.
44] Click Save.
Edit an Existing Summary
45] Scroll your mouse over the summary you want to edit. Edit This Summary appears.
46] Click Edit This Summary.
47] Edit any of the parts of the executive summary (see steps 37 - 42).
48] Click Save.
Delete an Existing Summary
49] Scroll your mouse over the summary you want to delete.
50] Click Edit This Summary.
51] Click the Delete button at the bottom of the screen.
52] Click Yes to confirm the deletion.
53] Click Close at the bottom of the menu.