Location
This report is located in the admin user interface under Reports > Dashboard.
Summary
The dashboard allows you to run multiple reports to get a complete overview of your affiliates, campaigns and network performance.
To add the first Desktop/Page, one is to either click on the gear icon or hover over the number 1 in the top right corner. To create additional desktops/pages, you will need to click on the “ + “ button, on the right, top corner. On the bar, there will be a number (number of the desktop) and hovering over it will give you the option to manage or delete the desktop.
Clicking on the manage icon after clicking on the desktop number, will open a pop-up screen where you can build your dashboard. To the left hand side, there are the three types of pre- set reports. The pre-set reports are separated by Affiliate, Campaign, and Network. To see the available modules of each of these reports, you need to click on the downward arrows next to each type of report. Once all the options are visible, you can mouse over the modules for a description.
To add a module to the desktop, simply drag and drop it on the grid. Dropping a module on the grid will open up the Report Settings screen which is where you can customize each report. You will have the option to name the module, choose a time frame of the data reported (today, yesterday, this week, last week, this month, last month), choose a metric, choose the desired columns displayed in the module, choose the graph type, and/or if you want to enable the automatic refresh option. To save the module, click on the "save" button, and to delete the module, simply click on the "delete module" button.
To edit a module, you can click on the module that they want to make the changes to; doing so will bring you to the Report Settings screen. Once the desired changes have been made, you can save. To delete the module, the "delete module" button is to be clicked.
To erase a desktop, you’ll need to hover over the number of the desktop (on the top bar of the main screen) and click on delete. A screen prompting you that the deletion of the desktop is permanent will pop up. From this screen you can choose to move forward and delete the desktop or can choose to go back to the grid.
Tip: If you do not see a module that you would like to use, click on "Suggest a Module" to send the HitPath team a module that you would like to see in the Dashboard.
