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HCL Marketing Platform Administrator Guide
Dashboard management
Dashboards are configurable pages that contain information useful to groups of users who fill various roles within your company. The components that make up dashboards are called portlets. Dashboards can contain pre-defined portlets or portlets that you create.
Pre-defined portlets
IBM® EMM provides two types of pre-defined dashboard portlets, which you can enable and then add to any dashboard you create.
Interact IBM® Cognos® report portlet
Interaction Point Performance - Shows the number of offers accepted per interaction point over a seven day period.
Configuring the Interaction Point Performance dashboard portlet
Interact has one IBM® Cognos® dashboard report: Interaction Point Summary. Because dashboard reports do not prompt users for query parameters, the channel ID of the interactive channel in the Interaction Point Performance report is a static value. By default, the channel ID for this report is set to 1. If the channel ID is not correct for your implementation, you can customize the report and change the channel ID in the report's filter expression.

Configuring the Interaction Point Performance dashboard portlet

Interact has one IBM® Cognos® dashboard report: Interaction Point Summary. Because dashboard reports do not prompt users for query parameters, the channel ID of the interactive channel in the Interaction Point Performance report is a static value. By default, the channel ID for this report is set to 1. If the channel ID is not correct for your implementation, you can customize the report and change the channel ID in the report's filter expression.

To customize any of the IBM Cognos reports, you need IBM Cognos report authoring skills. For detailed documentation about creating and editing IBM Cognos BI reports, see the IBM Cognos BI documentation, especially IBM Cognos BI Report Studio Professional Authoring User Guide for the version of Cognos you are using.

For information about the queries and data items in the Interaction Point Performance report, see the reference documentation that is provided in the Interact report package.

If you need to display a chart for more than one interactive channel in the Dashboard, make a copy of the Interaction Point Performance Dashboard and modify the channel ID. Then, create a new dashboard portlet for the new report and add it to your dashboards.