5Work with Prebuilt Dashboards

This chapter contains the following:

• Create and Edit Dashboards

• Prebuilt Loyalty Dashboards

Create and Edit Dashboards

You can create and edit dashboards to determine their content and layout. In addition to objects in the business intelligence (BI) catalog, such as analyses, reports, and prompts, you can add text, sections, and more to a dashboard.

Create a Dashboard

To create a dashboard:

1. Open the Reports and Analytics work area, or the Reports and Analytics panel tab if available in other work areas.

2. Click Browse Catalog.

3. Click New and select Dashboard.

4. Enter the dashboard's name and description, and select a folder in which to save it.

5. With the Add content now option selected, click OK.

6. Optionally, add more pages, or tabs, within the dashboard.

7. Move items from the Dashboard Objects or Catalog pane to add content to a page.

8. Click Save.

It's worth noting that BI saves the first dashboard page with the page 1 name by default. To rename this page:

1. Click the Catalog link.

2. In the Folders pane, select your dashboard.

3. For page 1, click More and select Rename.

4. Enter the new name and click OK

Edit a Dashboard

To edit a dashboard:

1. Open the Reports and Analytics work area, or the Reports and Analytics panel tab if available in other work areas where you can find the dashboard.

2. Select your dashboard in the pane and click More.

3. Click Edit.

4. Perform steps 5 and 6 from the preceding Creating Dashboards task, and make other changes as needed, for example:

   • Remove content from the dashboard.

   • Move items within a page to move content around.

   • Change the layout of a page.

Prebuilt Loyalty Dashboards

The following table lists the dashboards that are designed for loyalty marketing managers and loyalty program administrators to evaluate how aspects of their loyalty initiatives are faring against expectations and targets. For details of the reports contained in the dashboards, see the topic Prebuilt Loyalty Analyses.

Dashboard Name	Description
Loyalty Cloud Dashboard	This screen is an aggregation of various loyalty dashboards, which provide users with a one-stop view of the efficiency of various elements of the loyalty initiatives undertaken by the organization. The included dashboards are: Member Transaction
Member Dashboard	This dashboard displays the important prebuilt analyses for all members of a particular program to provide the user with a general perspective of member performance, activities and behavior. This dashboard includes the following prebuilt analyses: Members by Tier This report is a subset of the "Loyalty - Member Insights" report described in the "Prebuilt Loyalty Analyses" topic. Members by Referral Status This report is a subset of the "Loyalty - Member Insights" report described in the "Prebuilt Loyalty Analyses" topic. Member by State This report is a subset of the "Loyalty - Member Insights" report described in the "Prebuilt Loyalty Analyses" topic. Members by Status This report is a subset of the "Loyalty - Member Insights" report described in the "Prebuilt Loyalty Analyses" topic. Distribution of Members by Transaction Recency This report corresponds to the "Loyalty - Members by Transaction Recency" report in the "Prebuilt Loyalty Analyses" topic. Members at Risk Member Revenue by Top Partners This report is a subset of the "Member Revenue by Various Dimensions" report described in the "Prebuilt Loyalty Analyses" topic. Member Revenue by Top 10 Products This report is a subset of the "Loyalty - Member Revenue by Various Dimensions" report described in the "Prebuilt Loyalty Analyses" topic. Active Members by Redemptions New Enrollments Total Membership Trend This report is a subset of the "Loyalty - Membership Trend" report in the "Prebuilt Loyalty Analyses" topic. Membership Status Trend This report is a subset of the "Loyalty - Membership Trend" report in the "Prebuilt Loyalty Analyses" topic. Churn Analysis Member Tier Movement Member Tier Changes Member Revenue by Tier
Transaction Dashboard	This dashboard displays the important prebuilt analyses for all transactions of a particular program to provide users with a general perspective of the recency, frequency, and monetary aspects of the activities performed by the member. This dashboard includes the following prebuilt analyses: Accruals and Redemptions Trend Transactions by Type Transactions by Tier Transactions by Status (Last 7 days) Primary Points Accrual, Redemption and Expiration Trends Redemption Velocity Points Expiring Points Expired Vouchers Trend Points Liability Trend

• Prebuilt Loyalty Analyses