Agency Dashboard

The Agency Dashboard is where all of your agency's count activities, across all clients and all users, are shown. This is the page that will appear after logging in. Note: For those with sub-channels, you will be directed to select an "agency" first. 

TABLE OF CONTENTS

• Navigate the Agency Dashboard
• View Count Activity
• Start New Order
• Upload Suppression
• Load Counts
• Clone Counts
• Download Count Reports
• Search Counts

Navigate the Agency Dashboard

1. Name of Agency
2. Username 
3. Start New Order
4. Upload Suppression
5. Filter Counts
6. Search Counts
7. Count Overview
8. Count Actions

View Count Activity

• All counts run under your agency will be found here
• Each count will be displayed in a row of the table, showing the below columns
  • Data Source: Prescreen or Trigger
  • Client: Client's Name
  • Job #: System-generated number
  • Project Name: User-generated name
  • Record Quantity: Number of records available
  • Last Update: Last time the count was ran
  • Type: 
    • Draft: A search that has not been saved as a count
    • Count: A search that has been saved. Always save your searches as counts to eliminate the need to re-analyze within the same business day.
    • Scheduled Count: A trigger count that has been scheduled to run automatically upon the data refresh
  • Delivery: By default, these are set to "FALSE". It will only be "TRUE" is auto-order is on for your account and activated for the selected count. For more information, contact clientservices@dpddata.com
  • Actions:
    • Clone  
    • Delete
    • PDF
    • Load
  • Counts can be filtered and sorted for ease of access
  • Click on "Filtering" to drop down the selection options. You can refine the search to filter down to a specific client, job, project, or expand the date range. By default, the last 30 days will display. 

Always save your searches as "Counts" to eliminate the need to re-analyze within the same business day

Start New Order

Click on "Start New Order". For detailed ordering steps, review the article "New Order".

Upload Suppression

Click on "Upload Suppression", then follow the steps in the article "Upload a Suppression"

Load Counts

To load or view a count, either click on the Project Name or on the Load Button. When viewing a count, note that the menu items relate to that client only. This can be identified by the menu reading "Dashboard" instead of "Agency Dashboard'. To return to the Agency Dashboard, click on the Agency name in the crumb trail at the top.

Clone Counts

 To clone a count, click the Clone button

Download Count Reports

To download a PDF of the count results, click on the PDF button. This will show the project details, the criteria, and the results by segment.

Search Counts

To search for a specific count based on project name or ID, enter into the Search Box. This will ONLY search counts listed on the viewed page. If you have more than one page of counts you will need to search those pages as well. The page number is shown under the count table.

When viewing a count, note that the menu items relate to that specific client only. This can be identified in the menu options reading "Dashboard" instead of "Agency Dashboard". To return to the Agency Dashboard, click on the Agency name in the crumb trail along the top.