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Customized Date Range Dialog


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filter website item
filter website item
Website Item

You can include All website items for a specific widget, or choose Customize... and manually select and add individual items. You may also remove items using the same dialog.

 


Object Explorer Dialog

 

You may also enter a term to Search for it within the Object Explorer, which will open a new dialog window. Click Browse to return to the selected item in the Object Explorer.



Search Results Dialog


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filter users
filter users
Users and Groups

Enter a login account name or display name in the Name field and then click Search. Select the desired result and click the Add button to add it to the filter. To exclude a user or group, click the Exclude button (the name will appear in red).

Filters are given precedence to users over groups. For instance, if a selected User A belongs to an excluded Group B, then User A will be contained in the results data.

 

Select Users and Groups Dialog

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filter visitor segments
filter visitor segments
Visitor Segments

From the Filter tab, you may include choose to include No Visitor Segments or choose Customize... to open the Select Visitor Segments dialog, which includes the following options:

  • User Behavior: Goal - Filter reports by Goals. For more information see "How to Create Goals."
  • Country - Filter reports according to which country on Earth your visitors are from. CardioLog uses internal and third-party data to retrieve visitors' geographic locations from their IP addresses.
  • Active User Categories - Filter reports by Department and Region according to their classification in the Active Directory "Configuring Visitor Segmentation for Authenticated Users".

 

Select Visitor Segments Dialog

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appearance
appearance
Appearance

You can change and preview the visual appearance of the data displayed in charts from the Appearance tab in the widget preferences dialog. None of these settings will change how the data is collected. Some options have sub menus accessible by clicking them. These options appear with highlighted text and are Legend, Title, Axis X Title, Axis Y Title, Enable Scale Breaks, Chart Background, Chart Plotting Area, and Chart Series.

Below is a short description of available appearance options. The X Axis is on the horizontal plane and usually displays a time based value. The Y Axis is on the vertical plane and usually displays the relevant data. Not all details are available for use at the same time.

 

Enable 3D

 

Display chart in 3D. This is required in order to view data over parallel time periods, which can be configured in the Group By details

Perspective

 

Display chart at a slight angle; only available if 3D is enabled

Values

 

Display chart with numerical values above every data point

Legend

 

Display a legend describing each type of data point shown on the chart

 

Inside Chart Area

Display the legend within the graph lines

 

Style

Choose from List (automatic), Row (horizontal), or Column (vertical)

 

Docking

Choose from Bottom, Top, Right, or Left to pin the legend

 

Font Details

Assign text styles based on font typeface, font size, font color, bold, italic, and underline

Show Dates in Legend

 

Include the dates the widget is collecting data from in the legend

Title

 

Display the title inside the chart. The title is entered in the text box at the top of the dialog

 Title styleChoose details for: Alignment, font typeface, font size, font color, bold, italic, underline

X Axis Title

 

Display the X axis title

 X Axis Title DetailsTitle, alignment, font typeface, font size, font color, bold, italic, underline

Y Axis Title

 

Display the Y axis title

 Y Axis Title DetailsTitle, alignment, font typeface, font size, font color, bold, italic, underline

Enable Scale Breaks

 

Insert a divider across the graph area of a chart to denote a break in continuity between high and low values on an axis. Use a scale break to display two distinct ranges in the same chart area.

 Scale Break DetailsBreak line type, spacing, color

Show Preferences

 

Display the widget preferences in the report

Show Help

 

Display a general description of the widget

Show X axis margins

 

Display chart with the first value on the x axis indented from

Show all  X axis labels

 

Display chart with all X axis labels, instead of rounded interval values

Show all  Y axis labels

 

Display chart with all Y axis labels, instead of rounded interval values

Highlight min and max vals

 

Highlight the data points on the graph containing maximum and minimum Y values

Highlight weekends

 

Highlight the weekends in a chart plotting area, (Weekends will only be highlighted if they are included within the date range chosen in the Filter tab)

Chart Background

 You may choose a background design to help present the data.

 

 Chart background details

Background color, gradient, hatch style, secondary background color, border style. (Note: not all details are available for use at the same time.)

Chart Plotting Area

 

You may choose a design for the graph area to help present the data

 Chart Plotting Area DetailsColor, gradient, hatch style, secondary color, border style, border color, border size (Note: not all details are available for use at the same time.)

Chart Series

 

You may choose a design for the data points plotted on the chart

 Chart Series Details:Gradient, hatch style, secondary color (Note: not all details are available for use at the same time.)

Chart Type

 

Choose the type and style of graph you would like to display. Depending on the type of chart you choose, different relevant options will become available to choose from.

Drawing Style

 

If available for your desired chart type, select a display style for your data

Point Width

 

If available for your desired chart type, select the width of the bar or column.

Point Depth

Cylinder, Bar Cylinder

Select the display thickness of the data points

Gap Depth

Cylinder, Bar Cylinder

Select the distance between data series that are displayed along different rows

Clustered

Column, Bar, Cylinder, Bar Cylinder

Display the data series along distinct rows

Lighting

Area, Spline AreaChoose the lighting style for the design under the data curve

 

Label Style

Pie, Doughnut

Choose where the data labels will be displayed: Inside, Outside, Disabled

Radius

Doughnut

Choose the amount of space in the center of the graph

Collect pie slices

Pie, Doughnut

Collect small slices into a single slice to prevent overlapped labels

 

Collected %

Collect any slice that is less below the Collected % threshold into a single slice

 

Collected color

Collected slice color

 

Collected labelEnter a label for the collected slice that will appear inside the slice

 

 

Show exploded

Separate the collected slice slightly from the rest of the graph

 


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group by
group by
Group By

Data may be grouped using several parameters. 


Chart Widget "Group By" Preferences Dialog


 

Chart widgets can display multiple series of data based on custom time frames. You can re-order the series' data points, edit their title and compare parallel date ranges.

Note - In order to view more than two sets of data plotted, you must Enable 3D in the widget's Appearance Preferences

 

  • Home Page - Displays data for the selected website item home page.
  • All Pages - Displays data for all children items of a selected Website Item.



Chart Widget Group By Preferences Details

Click the time period next to the page you would like to view data in parallel to your current data set. Choose a date range using the Choose Parallel Period dialog, and then click OK to save your choice.


Choose Parallel Period Dialog


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table preferences
table preferences
Table Preferences

Compared to the other types of widgets, most details are fixed for Tables. However, you can edit relevant parameters in the Advanced section, including:

  • Number of rows - Choose the total number of rows to display. The widget will automatically sort pages if there are more than 10 items in the table.
  • Minimum value - Set the threshold for reporting results. Items with values below this number will not appear. For example, by setting this value to 0 in the Page Views report, pages that were not viewed at all will be included in the results.
  • Sort order - Choose between ascending or descending for the default display. Clicking on a column title will sort the table according to that column, clicking the title again will sort the column in the opposite order.
  • Show Aggregated values for child items - Choose to display values that include all sub-items on each row, or exclusively the listed item.
  • Show first level child items only - Choose to show results for only the first level of sub-pages below the selected item as organized in the Object Explorer.
  • Compare to Past Period - Enable this to display two more columns that report the relevant value of each row for the past period and it's percent change. For example, if the Filter Date Range is "This Week" for a Page Views widget, the Past column will show the page views for "Last Week"


    Table Widget Advanced Preferences

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data drilldown
data drilldown
Data Drill Down


Table widgets provide contextual menus for selected items that list report templates in order to view more information about an item. You can view more detailed data for a folder, single document or item including child items. You can also view more detailed data for specific users and user categories.

To expand reports for an item, click the item and select the desired report template. To create a new template, see "Report Templates."

 


Table Widget Drilldown Menu


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meter preferences
meter preferences
Meter Preferences

In the Meter Preferences tab you can set the basic parameters of your meter. The available options are:

  • Min Value - This is the minimum value displayable on the meter, starting on the left.
  • Max Value - This is the maximum value displayable on the meter, ending on the right.
  • Undershoot - The meter will display the data in red for all values below this limit.
  • Overshoot - The meter will display the data in red for all values exceeding this limit.
  • Send Alert - A KPI Alert email will be automatically sent to the distribution list if the Undershoot or Overshoot values are reached. 

After setting the widget's preferences, click Preview to view your changes in the preferences dialog, or click Save to save your choices and return to the report. 

 

Meter Widget Meter Preferences

In the Advanced section you have the option to display data for either the selected website item and all of it's sub-pages, referred to as All Pages, or just the selected website item. 

To view data for All Pages, select Yes from the drop down menu in the advanced settings. Select No to view data only for the selected website item



Meter Widget Advanced Preferences


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actions
actions
Settings

The gear icon in the top right corner of all widgets is knows as the Widget Settings button. It has the following options:

  • Remove - Delete the widget from the report
  • Edit  - Open the Preferences dialog
  • Export to CSV - Export the widget's data for use with Microsoft Excel and other spreadsheet applications.
  • Restore to Default Preferences - Reset the widget to the default setting for all preferences


Widget Help Bubble


Similarly, the widget description can be found in the settings dialog in the About This Chart section.



Widget "About This" Preference Dialog

 

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set preferences for all
set preferences for all
Set Preference Filters for All Widgets in a Report

Use the top toolbar to apply filters or a global time range for all widgets in a report. When using page filters, all individual display preferences for the widgets in the report are assigned the new value.

Note: Due to the fact that the widgets use different filter sets. For example, while some widgets filter Website Items by URL, others filter Website Items using the Object Explorer, the filter settings in the Preferences pane will apply only to relevant widgets.

 



Top Toolbar Filter Options

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cached mode
cached mode
Cached Mode


For enhanced performance and quick loading, widgets display cached values while being edited in an existing report. Widgets in cached mode display static data based on the current date range selected in in the date range menu. To view current data for a report, click the Actions menu in the top left corner of the Reports main window and select Refresh.

A refreshed widget will display data according to the list below, depending on the time frame selected in the top right corner of the page.