How to configure a program-level subspace for viewing designated reports.

Clients using CX Explore SC Analytics may have the need to create a space within the application where program-specific dashboards can be viewed by users with the appropriate permissions.

• Obtaining the Login

• Creating the Space

• Adding Dashboards

• Best Practices

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Obtaining the Login

Once the need for a subspace has been identified, the generic login can be requested from Ops via Help Desk ticket submitted by the Account Executive.

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The naming convention used will be as follows:

• User Name: Clientname Subclientname

• User Email: clientname-subclientname@singlecomm.com

The client will also be provided with the necessary Token and Secret that are required for associating CX Route SC Analytics (ACD) users.*
*For more information on configuring the CX Route SC Analytics embedded reports, click /wiki/spaces/~557058feff2b718f3646118be1a02d2d0a4f5c/pages/3402243737here.

 It is advised to have one main point of contact for this account.
A link will be provided in the help desk ticket that the AE will give to the client/subclient, along with the username and user email so that a password can be set.

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Creating the Space

SingleComm will also create the space within CX ExploreSC Analytics. Common naming convention dictates that the subspace will also be named for the Program, and it will be located in CX Explore SC Analytics at:

• Shared->Clientname->Subclientname

In most instances, the subspace will be named for the Program it is associated with.

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Adding Dashboards

Users with the above-mentioned generic login will only be able to VIEW the dashboards provided to them. They can not be modified, so it is critical that the client configure and save the report, customized for the subclient into their subspace.

• Client builds report or copies an existing report that they wish to display to the subclient using standard report-building methods.*
  *For more information on creating reports, click /wiki/spaces/~557058feff2b718f3646118be1a02d2d0a4f5c/pages/3402244337.

• Each individual Look within the dashboard(s) must be filtered at the Program

  level 

  level before

   being

   being saved into the subspace.
  

  • As you begin typing the Program name, available options will appear in a dropdown.

    CX Explore

    SC Analaytics will accept anything entered here, but the values that populate the dropdown are the exact matches needed to filter properly.
    

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  • Setting the Program filter ensures that the subclient sees ONLY data that is relevant to them. Other filters can be set depending on the report type.

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Best Practices

• It is strongly recommended that the password not be changed by any individual other than the original point of contact who initially set it. Because it is a shared account, any user with the generic login has the ability to change the password at any time. If a password change is required for security reasons, it is the subclient's responsibility for communicating the credentials to all users.

• ONLY

   dashboards

   dashboards should be saved to the subspace, NOT

   individual

   individual Looks.

  • In the instance that only a single Look is needed for a report, that Look must still be saved into a dashboard before being saved into the subspace.

  • The recommended use case is as follows:

    • Log in and browse to the subspace

    • Click 

      Click New

       in

       in the top right, then

      click 

      click Dashboard

       from

       from the dropdown menu
      

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    • Click 

      Click New Tile, then explore and add dimensions and metrics
      

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      Image Modified Can I just click the link to Add Looks, then browse to my other shared space?
      This won't work because to add Looks to a dashboard, they have to saved into the subspace where the dashboard is located, and remember the above rule: Looks should NEVER be saved into the subspace!
      
      

    • Once the tile contains the reporting metrics that are needed, click Save in the top right to add it to the dashboard.*
      *These are essentially the step s for building a Lookless Dashboard, which can be done in any shared or personal space. For more detailed instructions on creating these dashboards, click /wiki/spaces/~557058feff2b718f3646118be1a02d2d0a4f5c/pages/3402244494.
      
      

  • If you have Looks that are saved in other spaces, they can also be added to a dashboard in the subspace, as long as they are filtered at the Program level and saved as such in the other space. 

    • Browse to the saved Look

    • Filter and customize the Look for the subclient

    • Save that Look in its original location

    • From inside the Look, click the gear (Settings icon) in the top right and

      select 

      select Save to Dashboard
      

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    • Choose the location in the subspace and

      click 

      click Save to Dashboard

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 Oops, what if I accidentally created a Look and saved it into the subspace?

• Browse the subspace 

• Click the gear (Settings icon) on the Look

• Click 

  Click Explore From Here

   to

   to open the Look
  

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  *

  The 

  The Move

   option

   option does not work here since a Look can not be moved into a dashboard, regardless of location.
  
  

• From inside the Look, click the gear and select Save to Dashboard

• Open the dashboard to verify that it saved

• In the subspace, click the gear to the right of the Look and

  select 

  select Move to Trash

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