Editing the Default Dashboard for Account Level Analytics

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Modified on: Wed, 7 Dec, 2022 at 10:11 PM

Editing your Account Level Analytics Default Dashboard can help save you time and eliminate unnecessary questions elicited by others with whom you may share the dashboard via password-protected URL, email, or report.

The default analytics dashboard is displayed when you select the Analytics button from the toolbar. You can edit this dashboard to remove specific charts or change various attributes associated with each chart. Once you have made edits, you will have the option to save your changes.

1. Click News
2. Click Analytics

The default analytics dashboard will appear with a variety of charts. Click here to learn more about the charts in this default dashboard.

You can use a few different methods to edit the default dashboard.

1. To Rearrange: If you click on the chart name, your mouse will turn into a hand icon, allowing you to drag and drop the charts anywhere you want.  A blue bar will indicate where that chart will land once you drop it.
2. To Remove: Click on the gear icon of the chart you would like to remove.  At the bottom left, under Advanced Options, you will see a Trash Can icon allowing you to delete the chart.
3. To Adjust Size: Click on the shaded icon to adjust the size of the chart on the screen. Clicking on the far left bar makes the chart small.  Clicking on the middle bar makes the chart medium.  Clicking on the far right bar makes the chart large.
4. To Add: To add additional charts to the default dashboard, hover over any chart, and a pop-up will appear in the upper right of your screen.  You will see the option to Add a Chart.  Once you click it, you will see various options for adding charts.  For a full description of these charts, click here.

Editing/ Moving Charts:

Moving a Chart

If you need to move the charts around and create a new order, hover over the chart title and click.  Once you hold down your mouse on the name, your cursor will turn into a hand icon that allows you to drag and drop the chart anywhere on the dashboard.  The blue line appearing as you move the chart will indicate where it will land if you drop it.

If you want to edit the chart to  change its attributes such as the title, frequency, calculation used, apply filters and many more before generating a report or sharing the dashboard,

• To edit a chart, click the cogwheel icon.

A page will appear with options for changing various characteristics of the chart.

1. Chart Data-The chart data column will show all of the charts available in the system with the chart you are currently editing highlighted within a list of all charts available within the system. Note that the chart data column also has a Search field that will enable you to find a chart by name if your purpose is to display an entirely different data chart.
2. Chart Name-You can give the chart a more meaningful title.
3. Chart Preview– This shows a chart preview with currently applied settings. If you change settings within the editor, you will see a chart preview change to reflect newly applied settings.
4. Type-Use the Type selection box to choose the type of chart. While the choices will be specific to the chart with which you are working. Choices often include  Line, Bar, Donut, Stacked Bar, and Stacked Area.  A Horizontal Bar option is available for some charts, such as Mindshare. Coverage map charts will have choices of Map-US, Map-Global, and Map-Europe.
5. Size-Choose to make the chart size small, medium, or large. The chart size can also be modified ad-hoc on the final version of the dashboard.
6. Annotations-Hide/Show Activity Annotations. Showing Activity Annotations will show Email Distributions, Social Posts, Activities, and PR Web Releases along the bottom of the chart so that you can easily compare press pick-up with your PR efforts.
7. Data Labels- Hide/Show data labels. Showing data labels will value every data point, share or bar.
8. Max Series– Choose the number of series you want the chart to display in the legend. By default, the Max Series is set to 10. You can expand the Max Series to 20. 
9. Advanced Options- Expand the Advanced Options to modify the chart further. The Advanced Options available vary based on the type of chart you are editing. Below are some common Advanced Options.
10. Frequency– Refers to the frequency of data points plotted along the horizontal access for by-date charts. Selections include daily, weekly, monthly and yearly.
11. Calculation- The type of calculation that should be used to generate chart data points. Options will vary based on the data chart. Example chart options include Total, Momentum, Year Over Year, and Running Total.
12. Filter by Tone– Choose to have the chart calculate and display only positive, negative,  or neutral coverage.
13. Filter by Company Search– Restrict the chart to show only articles and mentions that have been tagged by a specific Company Analytics Search. Click here to see more about Company Analytics Searches.
14. Apply a Custom Date Range- Restrict the chart to displaying data for a subset of the data range used for the other charts in the Analytics dashboard.
15. Trash Can- Delete the chart entirely using this option.
16. Click Save

1. Deleting a Chart

To delete any chart on the dashboard, click on the cog wheel icon on the chart you wish to remove.  When the pop-up appears, look for the trash can icon in the lower left of the screen.

You will get a confirmation message to confirm your request before removing the chart.

Adding a Chart to an Existing Section

To add a new chart to an existing section of the dashboard, 

• Hover over the section to which you want to add the chart; when the options buttons on the left side of the screen appear, click the Add Chart button.

Once you select Add Chart, you will get the following pop-up menu to add a chart with specific attributes.  Below is a description of each section of the menu so you can customise your chart accordingly. For a description of all of the charts available, click here.

1. Chart Data– The chart data column has a Search field that will enable you to find a chart by name if your purpose is to display an entirely different data chart.
2. List of Charts- The remainder of the chart data column will show all of the charts available in the system, with the chart you are currently editing highlighted within a list of all charts available within the system. 
3. Chart Name-You can give the chart a more meaningful title.
4. Chart Preview– This shows a chart preview with currently applied settings. If you change settings within the editor, you will see a chart preview change to reflect newly applied settings.
5. Type-Use the Type selection box to choose the type of chart. While the choices will be specific to the chart with which you are working. Choices often include  Line, Bar, Donut, Stacked Bar, and Stacked Area.  A Horizontal Bar option is available for some charts, such as Mindshare. Coverage map charts will have choices of Map-US, Map-Global, and Map-Europe.
6. Size-Choose to make the chart size small, medium, or large. The chart size can also be modified ad-hoc on the final version of the dashboard.
7. Annotations-Hide/Show Activity Annotations. Showing Activity Annotations will show Email Distributions, Social Posts, Activities, and PR Web Releases along the bottom of the chart so that you can easily compare press pick-up with your PR efforts.
8. Data Labels- Hide/Show data labels. Showing data labels will value every data point, share or bar.
9. Max Series– Choose the number of series you want the chart to display in the legend. By default, the Max Series is set to 10. You can expand the Max Series to 20. 
10. Advanced Options- Expand the Advanced Options to modify the chart further. The Advanced Options available vary based on the type of chart you are editing.  See the Editing/Moving Charts section for common Advanced Options.
11. Apply a Custom Date Range- Restrict the chart to displaying data for a subset of the data range used for the other charts in the Analytics dashboard.

Adding a New Section to the Dashboard

To add a new section to the default dashboard, scroll to the bottom of the dashboard.

• Click the Add Section button. Once you add a New Section, you can use the options bar in the right-hand corner to move the section up on the dashboard if you prefer.

• You will be given the option to add charts to the section in bundles or create a custom set of charts.
• You will be presented with additional options when you click on a bundle or the custom section.

The following are the bundle options:

1. Coverage Summary– Total Mentions, Reach, Sentiment, Mentions by Location, Top Articles, Top Outlets, and Prominent Terms. All charts will be selected by default. Deselect any charts you do not want to add.
2. Social Coverage– Social Mentions, Social by Location, Top Authors (for each social channel monitored). If you have the social statistics add-on component of the Cision Communications Cloud, you will also see the Social Amplification and Social Engagement (for each channel monitored) charts. All charts will be selected by default. Deselect any charts you do not want to add.
3. Company Comparison– Mindshare Over Time, Company Sentiment, Share of Reach, Share of UVPM. If you have Prominence and Impact as part of your platform, the Company Prominence Over Time and Company Impact Over Time charts will be displayed as part of the bundle. All charts will be selected by default. Deselect any charts you do not want to add.
4. Empty Section– This allows you to create an empty section and then add charts individually. If you select this option, you will be prompted to give the section a name.
5. Custom Section-This option will present all charts in the window. You can search for a particular chart by name. You will also be prompted to give the section a name.

 Managing Sections

As you hover over the upper right-hand corner of the section, you will see additional tools for managing the section beyond adding charts.

Within the section management toolbar, you will find the following options:

1. Expand or collapse the section.
2. Move the section above the previous section.
3. Move the section down below the subsequent sections.
4. Delete the section entirely.