Introduction to Passports Data Studio Dashboard
The VisitApps Mobile Application Studio (MAS) provides valuable statistical data about your Digital Passports. Simpleivew has expanded the data available to VisitApps customers with Looker Studio, formerly Google Data Studio.
Looker Studio has allowed the Simpleview Strategy and Insights Team to create an online tool for converting VisitApps MAS passport data into robust dashboards with downloadable reports. We have branded this tool “Passports Data Studio Dashboard.”
The Passports Data Studio Dashboard supplies your organization with dynamic insights into registered users, newsletter signups (if this is an option on your registration form), check-ins, geolocation data and much more. The downloadable reports give your organization metrics about Digital Passport performance that you can share with Partners. These reports also equip you with a function to export contacts for import into the Simpleview CRM or your email marketing platform.
Accessing Passports Data Studio Dashboard
During the set-up of the VisitApps MAS, you should have received an email detailing how to access and log in to the Passports Data Studio Dashboard.
If you have yet to receive the email or have questions, please, contact your Simpleview Customer Service Representative.
Passports Data Studio Dashboard Overview
The Passports Data Studio Dashboard supplies you with an intuitive and uncomplicated way to view metrics. An overview of each Dashboard section is provided below.
Dashboard Header
The Dashboard Header is the uppermost navigation portion of the Passports Data Studio Dashboard. As a consistently present element on your interface, this area offers options for resetting and sharing data.
The ‘Reset’ button returns all Dashboard filters and other options to their default values.
Clicking the ‘Share’ dropdown provides you with the following options:
Invite people: The ability to ‘Invite People’ to view your Passports Data Studio Dashboard is an administrative privilege set by Simpleview during setup. If you have any questions about this feature, please contact your Simpleview Customer Service Representative.
Get report link: Clicking this option provides you with a sharable link to your current report.
Download report: Reports can be saved to your computer and shared as PDF files for offline viewing.
Main Navigation Panel
Also referred to as the ‘Left Nav’, the Main Navigation Panel contains two menu options.
User List Overview: This default Dashboard option provides you with data related to Passports, Partners, Checkins, Geo Location, and vital Insights.
Checkin Overview: This Dashboard option provides direct access to user data, excluding general Passport and Partner metrics.
Dashboard
The Dashboard is a central area that offers filters allowing you to manipulate the statistical data displayed in the available dashlets.
When you log in to your organization’s Passports Data Studio Dashboard, it defaults to the ‘User List Overview’ navigation option.
User List Overview
The ‘User List Overview’ provides abundant information about your Passports, Partners, Checkins and Users. Use the Dashboard filters to populate Dashlets with valuable Passport data.
Dashboard Header
The Dashboard Header displays the ‘Client Name,’ which is your organization title. In addition, the Header furnishes you with a date range filter. This feature allows you to determine the start and end date to filter your Passport data for display in the Dashboard dashlets.
Filter
The ‘Filter’ is the primary tool used to control the data that populates the Dashboard dashlets. You are supplied with the filtering options listed below.
Passport Name: This dropdown menu displays all Passports that your organization has created in the MAS. You can select any combination of Passports that are relevant to your query.
Newsletter: This option allows you to filter by users that have provided your organization with express permission to send them marketing campaigns.
Email: Use this option to search for a specific email within your list of users.
Partner Name: This dropdown menu allows you to filter by a single Passport Partner or any combination relevant to your query.
List of New Users Dashlet
The ‘List of New Users’ Dashlet supplies a comprehensive list of new users based on the date range and filter criteria you have set up.
User data can be exported and shared with Partners or any Passport stakeholder. Use the steps below to complete an export.
- Hover over the Dashlet, click the vertical ellipsis icon that appears.
- Use the sort options to adjust the Dashlet columns.
- Select your desired export format, e.g., CSV, CSV (Excel), Google Sheets.
- Be sure to provide a file name for your exported file.
- Click ‘Export’.
Checkin Dashlet
The ‘Checkin’ Dashlet allows you to easily view and sort the total number of users that have used a Passport to check-in at a Partner’s location.
If you have set up levels for your Passports, the Dashlet automatically displays user metrics for each.
All data displayed in the ‘Checkin’ Dashlet is available for export using the process outlined above.
Insights Dashlet
The ‘Insights’ Dashlet presents a cluster of top-level Passport statistical data. This information is based on the date range and filter criteria you have set up for your Dashboard.
The metrics presented in this Dashlet are critical to understanding how your Passports perform. To dispense this collection of details to Partners or stakeholders, use the ‘Share’ function in the Dashboard Header. You can export the entire Dashboard, including the contents of the ‘Insights’ Dashlet, as a PDF document.
User’s Geo Location Dashlet
The ‘User’s Geo Location’ Dashlet shows details about where users are geographically located when they download a Passport.
Checkin Overview
The ‘Checkin Overview’ Dashboard lets you filter, view and share user information directly related to your Passports and Partners.
If users have elected to receive newsletters, the provided data can be exported and imported into your Simpleview CRM or your email marketing platform. To extract this data, use the export process outlined above.
Dashboard Header
The Dashboard Header displays the ‘Client Name,’ which is your organization title. In addition, the Header furnishes you with a date range filter, allowing you to determine the start and end date for filtering your Passport user data.
Filter
The ‘Filter’ is the primary tool used to control the data that populates the ‘Checkin Overview’ Dashboard. To use the Filter options, refer to the overview provided above.
List of Check-In Users Dashlet
The ‘List of Check-in Users’ Dashlet is populated by the date range and Filter criteria you have set up. This view provides list of all users and can be sorted by clicking on column headers.
All data displayed in the ‘List of Check-in Users’ Dashlet is available for export. To extract this data, use the export process outlined above.