Panel actions

 

Analytic data on the various components of your website, as well as information on your visitors, is displayed in panels. Each panel offers actions you can perform on the data, which are explained below. NOTE: Not all actions are applicable for all panels.

 

Panel actions

1

Add filter

You can use a filter to display or ignore certain data in a table. Click the Actions menu, then click Add Filter. This opens a filter window:

 

 

Choose Include to show data that meets the criteria entered in the entry field and click Apply. Click Remove to clear the filter and show the entire list.

 

Choose Exclude to ignore (not show) data that meets the criteria entered in the entry field and click Apply. Click Remove to clear the filter and show the entire list.

 

If you have more than one search criterion, click Add New after entering the first criterion to add another. At the top of the panel you can see which criteria are applied:

 

 

You can delete filters by clicking Remove in the Add filter screen. Filters will also be removed once you leave a panel.

2

Export

Depending on the panel, you can export data to various formats.

 

In the Actions menu of a panel, choose Export and then one of the offered format for the export file:

 

CSV – a data file that you can import into another application (such as Excel).

1.    Choose which delimiter you wish to use: comma or semicolon. This choice depends on the application in which you want to import the data.
(If you choose comma, the decimal point in the export file will be changed to a point; if you choose semicolon, the decimal point will be changed in the export file in a comma.)

2.    Then choose Export; next you can choose to open the file directly (e.g. in Excel) or to save it as a CSV file.
NOTE: An exported CSV file contains only the panel from which you activate the export feature, so if you export a panel from a report, only that panel will be exported.

 


PDF – an exact representation of the panel, or the panels, which are displayed at the time of export on the screen.

NOTE: PDF is good to use, but the layout and quality may vary based on the elements you have displayed

The file opens in a new browser window. You can then give this a more meaningful name. NOTE: If you choose PDF, the export file contains all panels displayed at the time of export.

 

HTML – opens a new browser window showing the details.

Enabling pop-ups is required for this and other options. You can copy and share the URL which remains available for 30 days.

 

Other – Line and Bar charts can also be exported to PNS, SVC or Print.

There may be additional options, such as to include Organization contact or Address data, if that is available in the panel.

 

3

Send by email

You can send the data in a panel by email to one or more persons. Click on Send by email in the Actions menu and enter one or more email addresses (separated by ;).
Next, choose the format: HTML or Attachment (PDF). The HTML file will be saved to our server so it's easily accessed by everyone without the need to login to Snoobi.
You can also add some text to include in the email.
Finally, click on Send. The HTML link will be available for 30 days.

4

Add this panel to custom report

Choose this option to include a panel in a Custom Report. The following window will be displayed: 

 

 

Add panel to existing report

  • If you have multiple Snoobi accounts, make sure to choose the proper account under Show existing reports from account.
  • Under Report, open the list of available reports and choose the required one. NOTE: if you do not choose a report, the operation will not be performed properly.
  • Panel title shows the name of the panel you are working with; if needed you can change the name here.
  • Check Jump to report after saving if you want to open the report directly after adding the panel.
  • Finally, click OK.

 

Add panel to new report

  • If you have multiple Snoobi accounts, make sure to choose the proper account under Show existing reports from account.
  • Open the list under Report and choose New custom report. You will be asked to enter a name for the new report. Choose a name that you can easily recognize. If you have multiple Snoobi accounts, also include the name of the other account.
  • Panel title shows the name of the panel you are working with; if needed you can change the name here.
  • Check Jump to report after saving if you want to open the report directly after adding the panel.
  • Finally, click OK.
5

Add metrics to custom report

Choose this option to include metrics from a panel in a Custom Report. NOTE: not all panels offer this option.

 

From the Actions menu of the panel from which you wish to add data to a custom report, choose Add metrics to custom report. The following window will be displayed: 

 

 

1. If you have multiple Snoobi accounts, make sure to choose the proper account under Show existing reports from account.

2. Under Report, open the list of available reports and choose the one you wish to add metrics to. Or choose New custom report.

3. Open the list under Panel and choose the panel to which you wish to add the metrics, or choose Create new custom panel.

 

Add to existing panel

  • Choose the panel from the list to which you wish to add the metrics. This will display the Existing metrics.
  • Within the panel, click on the metrics you wish to add, this will be displayed under New metrics.
  • Optionally, enter a minimum and maximum value and/or choose a Chart type and Axis value.
  • Uncheck Jump to report after saving, if you do not wish to open the report after saving.
  • Click OK when done.

     

Add to new panel

  • After choosing Create new custom panel, give the panel a name.
  • Within the panel, click on the metrics you wish to add, this will be displayed under New metrics.
  • Optionally, enter a minimum and maximum value and/or choose a Chart type and Axis value.
  • Uncheck Jump to report after saving, if you do not wish to open the report after saving.
  • Click OK when done.