Support and Documentation

Dashboard configuration
Applying dashboards
How to apply a dashboard to a user
  1. From the Navigation Menu, select Admin > Users & Roles.

  2. Click the Dashboard tab.

    db-user.png

    You can select or create a shared dashboard, or you can create a one-off dashboard. You can also configure the Quick Start widget.

  3. Click Save.

How to apply a dashboard to a role
  1. From the Navigation Menu, select Admin > Users & Roles.

  2. Under Roles, select the role for which you want to define a dashboard. The Edit Tool Role widget appears.

  3. Click the Dashboard tab.

    db-role.png

    You can select or create a shared dashboard, or you can create a one-off dashboard. You can also configure the Quick Start widget.

  4. Click Save.

How to apply a dashboard to a site
  1. From the Navigation Menu, expand Admin, and select Sites & Settings.

  2. In the Sites Settings widget, select the site for which you want to define a dashboard. The Edit Site widget appears.

  3. Expand Dashboard.

    db-site.png

    You can configure the Resources, Quick Start, and Upload widgets on the site dashboard. However, you cannot set the widget layout. Therefore, site users will get the layout of the dashboard at the highest level of precedence. For some site users, that might be a dashboard set on the role or user level. For other site users, it might be the global dashboard.

  4. Click Save.

Configuring dashboard widgets
How to configure site-level report widgets

Site-level analytics appear in a Report widget on an editor's dashboard. This section describes how to configure Report widgets to display the required analytics.

  1. From the Navigation Menu, expand Admin, and select Sites & Settings.

  2. Select a site for which you want to configure a Report widget, or select Global to configure the widget for all sites.

  3. Create a custom dashboard (see Customized dashboards) that includes the Report widget. The following illustration shows default configuration options for the Report widget.

    reports-config.png
  4. Using the following tables as a reference, enter settings for the Report widget.

  5. Click Save.

Table 71. Report widget options—Top-level fields

Field

Description

Heading

Name of the report.

Reporter

Type of report (area, line, tabular, etc.) You may need to enable the plugins Brightspot:Reporting:Core and Brightspot:Reporting:NVD3 to view all of the available report types.

Supplier

Report's data source.

  • Content Volume—The number of items published over the number of specified days. You can group the items by content type or field. See the table Supplier—Content Volume settings for additional field descriptions.

  • Numbers Over Time—A selection of metrics over a specified time, such as number of page views over the past seven days. See the table Supplier—Numbers Over Time settings for additional field descriptions.

  • Top Content—Report of most popular items viewed by visitors.

  • Traffic Source—The channels by which visitors arrived to your site. See the table Supplier—Traffic Source settings for additional field descriptions.

  • Video Watch Funnel—Aggregated watch funnel for all videos or selected videos.



Table 72. Supplier—Content Volume settings

Field

Description

Content Types

Content types included in the report.

Number of Days

Number of days' activity included in the report.

Segmentation

Displays a different data series by content type or field value.

  • None—No segmentation, report represents all activity during the entered number of days.

  • Content Type Segmentation—Report segmented by content type during the entered number of days.

  • Field Segmentation—Report segmented by value of a selected field. For example, if you select Publish Date, Brightspot lists the number of items published for each date during the entered number of days.



Table 73. Supplier—Numbers Over Time settings

Field

Description

Series

Source of data appearing in report.

  • Average Time on Page—Average time visitors spent viewing pages. If one visitor viewed a page for one minute, and another visitor viewed a different page for two minutes, the average page view time is 1.5 minutes.

  • Page Views—Number of times pages successfully loaded in a browser or device.

  • Site Search Volume—Number of site searches. For more information about adding site searches to your site, see Site searches.

  • Unique Video Views—Number of unique video views lasting more than three seconds. A unique view is a unique device-user-browser combination.

  • Unique Visits—Number of unique visits. A unique visit is a unique device-user-browser combination.

  • Video Average View Duration—Average time visitors spent viewing videos. If one visitor viewed a video for 5 minutes, and another visitor viewed a different video for 10 minutes, the video average view time is 7.5 minutes.

  • Video Impressions—Number of times videos were successfully loaded in a player on a page or device.

  • Video Starts—Number of times videos began playback.

  • Video Views—Number of times video playbacks lasted at least three seconds.

  • Video Watch Time—Time visitors spent watching videos.

  • Visits—Number of times visitors requested items, including those that did not load successfully in their browser or device.

Aggregate

Key by which Brightspot groups the data.

  • All—No grouping.

  • By Content—Grouping by individual items.

  • By Content Type—Grouping by content type.

Grouping is not available for some series.

Period

Date range included in the report. For more information about this field, see Understanding time intervals for analytics.



Table 74. Supplier—Traffic Source settings

Field

Description

Channels

Avenue by which visitor arrived to your site.

  • Direct—Visitor typed a URL in the browser.

  • Email—Visitor clicked a link in an email. Links from email channels are expected to use request parameter "ch" to be recognized, such as http:///www.perfectsensedigital.com/?ch=email.

  • Referral—Visitor arrived via a link from another site.

  • Search—Visitor arrived via a search engine. Brightspot tracks the Google, Bing, and Yahoo search engines by default. You can override the default search engines; for details, see Configuring analytics in Brightspot.

  • Social—Visitor arrived from a social network. Brightspot tracks the Twitter, Facebook, LinkedIn, and YouTube social networks by default. You can override the default social networks; for details, see Configuring analytics in Brightspot.

Period

Date range included in the report. For more information about this field, see Understanding time intervals for analytics.



How to add assets to the Quick Start widget
  1. In the Quick Start widget, click settings.

  2. Under "Create New" Types, mark or clear the checkboxes for the content types you want to add or remove.

    quick-start-content-types.png
  3. Click Save.

How to configure the Resources widget

You can add frequently used websites or files to the Resources widget.

  1. Create or open a shared or one-off dashboard that includes the Resources widget. For details, see Creating a shared dashboard or One-off dashboards.

  2. In the Resources Widget widget, in the Title field, enter a title for the widget. (If you leave the field blank, Brightspot uses the title Resources.)

  3. To add a file, do the following:

    1. Under Items, click |mi-add_circle_outline|, and select Resource File. A form appears.

      resources-widget-resource-file.png
    2. In the Name field, enter the file's name as it will appear in the Resources widget.

    3. If you want the file to appear in the same browser tab as the dashboard, turn on Same Window.

    4. From the File field, select New Upload or New URL, and navigate to the required file.

  4. To add a web page, do the following:

    1. Under Items, click |mi-add_circle_outline|, and select Resource Link. A form appears.

      resources-widget-resource-link.png
    2. In the Name field, enter the web page's name as it will appear in the Resources widget.

    3. If you want the web page to appear in the same browser tab as the dashboard, turn on Same Window.

    4. In the URL field, type or paste the web page's URL.

  5. Click Save.

How to work with shared dashboards
How to create a shared dashboard

The following procedure describes how to create a customized dashboard you can share with other editors. For an example of a customized dashboard, see the illustration Dashboard components.

  1. From the Navigation Menu, select Admin > Dashboards. The Dashboards widget appears in the left side of the page.

  2. In the Dashboards widget, select New Dashboard. The New Dashboard widget appears.

    New Dashboard widget
    Figure 233. New Dashboard widget


  3. In the Name field, enter a name for the dashboard. Brightspot uses this name for the dashboard's leftmost tab.

  4. Add columns of widgets by doing the following:

    1. Click Add Dashboard Column. A form appears.

    2. From the Widgets list, click |mi-add_circle_outline|, and select the widget you want to add to the column. (For an explanation of the available widgets, see Standard dashboard.) Repeat to add widgets.

    3. Reorder widgets in a column by dragging and dropping. You can also drag and drop widgets between different columns.

    4. Repeat steps a–c to add more columns to the dashboard.

    5. Resize the columns by dragging the resize button, or click |mi-view_column| to set all column widths to be equally sized.

    The widgets available for configuration depend on the dashboard's level: global, site, role, or user.

  5. Add tabs to the dashboard by doing the following:

    1. Toward the right of the widget, select |mi-more_horiz| > Tabs. A content edit form appears.

    2. Click |mi-add_circle_outline|. A form appears.

    3. In the Name field, enter a name for the tab.

    4. Under Columns, add widgets to each column by following step 4.

    5. Repeat steps b–d to add more tabs.

  6. Click Save.

  7. Configure the widgets Resources, Quick Start, and Upload if you added them to your dashboard.

How to edit a shared dashboard
  1. Navigate to the required dashboard widget; see Using a shared dashboard for examples.

  2. Click |mi-edit|. A Dashboard widget appears.

  3. In the Name field, enter a name for the dashboard.

  4. Add columns of widgets by following step 6 in Creating a shared dashboard.

  5. Remove columns of widgets, or remove widgets from columns, by clicking |mi-remove|.

  6. Under Tabs, add or delete tabs, and adjust the columns and widgets as necessary.

  7. Click Save.

  8. At the top of the Dashboard Edit Page, click Back. You return to the Dashboard widget with the new dashboard selected.

  9. Configure the following widgets if you included them in your dashboard: Resources, Quick Start, and Upload.

  10. Click Save.

How to archive a shared dashboard
  1. From the Navigation Menu, expand Admin, and select Dashboards.

  2. Select the dashboard you want to archive.

  3. Click Archive.

  4. In the confirmation prompt, click OK.

How to rename a shared dashboard
  • Using the Dashboard Edit Page:

    1. From the Revisions widget, click a past published version to rename.

    2. From the Save widget, click Name Revision and enter a descriptive name.

      The new name is reflected in the Revisions widget.

      revisions.png
    3. At the top of the Dashboard Edit Page, click Back to return to the Dashboard tab.

How to configure a global dashboard
  1. From the Navigation Menu, expand Admin, and select Sites & Settings.

  2. In the Sites & Settings widget, click Global. The Edit Global widget appears.

  3. Expand Dashboard.

    db-global.png

    Brightspot provides a system dashboard by default, which is what users get if they have no other dashboards set. You can modify the default settings for the Resources, Quick Start, and Upload widgets for the system dashboard, but you cannot modify the widget layout for the system dashboard.

    Alternatively, you can select or create a shared dashboard, or you can create a one-off dashboard.

  4. Click Save.

How to create a one-off dashboard

A one-off dashboard is dedicated to the user, role, or site for which it is created. You cannot share one-off dashboards with other users, roles, or sites. For example, if you create a one-off dashboard for the site "Thermostat Warriors," that dashboard is not available to editors working on any other site. Similarly, if you create your own one-off dashboard, other editors cannot use it.

The following procedure describes how to create a one-off dashboard. (For an example of a one-off dashboard, see the illustration Dashboard components.)

Warning

If you replace a one-off dashboard with another dashboard, Brightspot permanently deletes the replaced dashboard.

Procedure. To create a one-off dashboard:
  1. Do one of the following:

    To create a one-off dashboard…

    Start by…

    At the global level

    1. From the Navigation Menu, expand Admin, and select Sites & Settings.

    2. In the Sites widget, select Global. The Edit Global widget appears.

    3. Under Main, expand Dashboard.

    At the site level

    1. From the Navigation Menu, expand Admin, and select Sites & Settings.

    2. Under Sites, click the site for which you want to create a one-off dashboard. The Edit Site widget appears.

    3. Under Main, expand Dashboard.

    At the role level

    1. From the Navigation Menu, expand Admin, and select Users & Roles.

    2. Under Roles, click the role for which you want to create a one-off dashboard. The Edit Tool Role widget appears.

    3. Toward the right of the widget, select |mi-more_horiz| > Dashboard.

    At the user level

    1. From the Navigation Menu, expand Admin, and select Users & Roles.

    2. Under Users, click the user for which you want to create a one-off dashboard. The Edit Tool User widget appears.

    3. Toward the right of the widget, select |mi-more_horiz| > Dashboard.

    As your default dashboard

    1. In the header, click your username, and then click Profile. The Profile widget appears.

    2. Toward the right of the widget, select |mi-more_horiz| > Dashboard.

  2. From the Dashboard or Default Dashboard list, select One Off. A Dashboard widget appears.

    new-dashboard-one-off.svg
  3. In the Name field, enter a name for the dashboard. Brightspot uses this name for the dashboard's leftmost tab.

  4. Add columns of widgets by doing the following:

    1. Click Add Dashboard Column. A form appears.

    2. From the Widgets list, click |mi-add_circle_outline| and select the widget you want to add to the column. (For an explanation of the available widgets, see Standard dashboard.) Repeat to add widgets.

    3. Reorder widgets in a column by dragging and dropping. You can also drag and drop widgets between different columns.

    4. Repeat steps a–c to add more columns to the dashboard.

    5. Resize the columns by dragging the resize button, or click |mi-view_column| to set all the column widths to be equal.

    The widgets available for configuration depend on the dashboard's level: global, site, role, or user.

  5. Add tabs to the dashboard by doing the following:

    1. Toward the right of the widget, select |mi-more_horiz| > Tabs A form appears.

    2. Click |mi-add_circle_outline|. A form appears.

    3. In the Name field, enter a name for the tab.

    4. Under Columns, add widgets to each column by following step 4.

    5. Repeat steps b–d to add more tabs.

  6. Click Save.