Database Dashboard Set Up

To create a Dashboard, you need an account with access to the "Analytics" tab. By default, two people in each company have this access. If you don't have it, please contact us, and we'll check who currently has access.

Create a new Dashboard

To create a new Dashboard, go to Content Cockpit > Analytics > +New > Dashboard


Enter the Name (required), Description (optional), choose where you want to save it, and click Create.


Now you are in edit mode:


Available edit options:

  1. Name
  2. Add Tab, Duplicate Tab, Rename Tab, Delete Tab
  3. Add questions (you can use previously created or create a new one)
  4. Add heading or text
  5. Add a link or iframe
  6. Add section
  7. Add filter or parameter (Date picker, Time grouping, Location, Text or Category, Number, Boolean, ID)
  8. Add action button
  9. Toggle width (Full width)

Example of Dashboard view with Questions added:


Questions use cases:

To create a Questions go to Analytics > Databases > Production


From there you can choose multiple options as below:

  • Contest
  • Coupon Code
  • Coupons
  • Pending Transaction
  • Promo Event
  • Promo Event Code
  • Push Notifications
  • Reward Redeemed
  • Rewards
  • Survey
  • Survey Answer Option
  • Survey Node
  • Survey User Answer
  • Transactions
  • User Contest Token
  • User Coupon
  • Users
  • User Survey Token
  • Venue
  • Wallets
  • Wallet Transaction

Users registrations (New users):

To create a Questions go to Analytics > Databases > Production > Users

Apply filters like for example: 1 "Is Active = True" + 2 "Is Verified = True". Active filters are shown
here 3 and can be removed by clicking x


Click 1 Summarize and choose in Summarize by: 2 "Count", in Group by 3 "Created At"(here you can choose to group it by: Minute, Hour, Day, Week, Month, Quarter, Year)


When you choose your "Group by" you will get a preview of the data on a chart. From here you can adjust visual and display settings:

1 - change chart to table
2 - select a chart type (Visualization)
3 - by clicking the cog ⚙️ you enter the: Data, Display, Axes options


Once you have entered all the settings, save this question in the top right-hand corner


Total number of users:

To create a Questions go to Analytics > Databases > Production > Users

You can apply filter 1 "Is Verified = True" (this will show only verified users)

Click 2 Summarize and choose in Summarize by: 3 "Count", and 4 Done


Average value of transactions (per moth):

To create a Questions go to Analytics > Databases > Production > Transactions

Click 1 Summarize and choose in Summarize by: 2 "Average of Amount", in Group by 3 "Performed At"(here you can choose to group it by: Minute, Hour, Day, Week, Month, Quarter, Year)


Here you can adjust visual and display settings:

1 - change chart to table
2 - select a chart type (Visualization)
3 - by clicking the cog ⚙️ you enter the: Data, Display, Axes options

Once you have entered all the settings, save this question in the top right-hand corner

📘

Average value of transactions (per day):

You just need to change 3"Performed at" to -> "by day"


Number of transactions:

To create a Questions go to Analytics > Databases > Production > Transactions

Click 1 Summarize and choose in Summarize by: 2 "Count", in Group by 3 "Performed At"(here you can choose to group it by: Minute, Hour, Day, Week, Month, Quarter, Year)


Here you can adjust visual and display settings:

1 - change chart to table
2 - select a chart type (Visualization)
3 - by clicking the cog ⚙️ you enter the: Data, Display, Axes options

Once you have entered all the settings, save this question in the top right-hand corner


Frequency by number of purchases:

To create a Questions go to Analytics > Databases > Production > Transactions

Click 1 Summarize and choose in Summarize by: 2 "Count", in Group by 3 "Count"


The preview of editor is like below:


Here you can adjust visual and display settings:

1 - change chart to table
2 - select a chart type (Visualization)
3 - by clicking the cog ⚙️ you enter the: Data, Display, Axes options

Once you have entered all the settings, save this question in the top right-hand corner

Total Value of Transactions where Amount is greater than 0:

To create a Questions go to Analytics > Databases > Production > Transactions

Use filter: 1 "Amount = Is greater than 0" Click 2 Summarize and choose in Summarize by: 3 "Sum of Amount"

Here you can adjust visual and display settings:

1 - change chart to table
2 - select a chart type (Visualization)
3 - by clicking the cog ⚙️ you enter the: Data, Display, Axes options

Once you have entered all the settings, save this question in the top right-hand corner


All activated coupons:

To create a Questions go to Analytics > Databases > Production > User coupon

Use filter: 1 "Is Activated = True" Click 2 Summarize and choose in Summarize by: 3 "Count", in Group by 4 "COUPON -> Name"


The preview of editor is like below:

Here you can adjust visual and display settings:

1 - change chart to table
2 - select a chart type (Visualization)
3 - by clicking the cog ⚙️ you enter the: Data, Display, Axes options

Once you have entered all the settings, save this question in the top right-hand corner


All redeemed coupons:

To create a Questions go to Analytics > Databases > Production > User coupon

Use filter: 1 "Is Redeemed = True" Click 2 Summarize and choose in Summarize by: 3 "Count", in Group by 4 "COUPON -> Name"

The preview of editor is like below:

Here you can adjust visual and display settings:

1 - change chart to table
2 - select a chart type (Visualization)
3 - by clicking the cog ⚙️ you enter the: Data, Display, Axes options

Once you have entered all the settings, save this question in the top right-hand corner


Coupons redeemed by venue:

To create a Questions go to Analytics > Databases > Production > User coupon

Use filter:
1 "Is Redeemed = True"
2 "Redeem Venue -> Name = Enter the Venue(name or ID) you are interested in"


Click 3 Summarize and choose in Summarize by: 4 "Count", in Group by 5 "COUPON -> Name"


Here you can adjust visual and display settings:

1 - change chart to table
2 - select a chart type (Visualization)
3 - by clicking the cog ⚙️ you enter the: Data, Display, Axes options

Once you have entered all the settings, save this question in the top right-hand corner


Average Wallets Balance:

To create a Questions go to Analytics > Databases > Production > Wallets

Use filter: 1 "Points = greater than 0" Click 2 Summarize and choose in Summarize by: 3 "Average of Points"


Here you can adjust visual and display settings:

1 - change chart to table
2 - select a chart type (Visualization)
3 - by clicking the cog ⚙️ you enter the: Data, Display, Axes options

Once you have entered all the settings, save this question in the top right-hand corner


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