Library user guide

Description

Your dashboards, segments and metrics are centralized in your Library, providing quick and easy access to the resources you use every day.
You can combine search and filters to target resources with specific characteristics: for example, it is now much easier to identify duplicate or unnecessary resources.
Different actions allow you to manage these resources without having to systematically open them in their original application.

Access

Your library is accessible

• At the following address: http://analytics.atinternet-solutions.com/library
  and
• From the navigation bar by clicking on the icon next to your profile picture.

Preview

The screen has several zones:

• Library contents (personal/organization) (1)
• Search engine (2)
• Export button (3)
• Filters (4)
• Tiles (5)
• Tabs (6)
• Table (7)

Tiles

When loading the Library, we offer rapid access to the most recently modified resources in the form of tiles.These tiles offer general information: resource type, name and description, owner, creation date, co-editors (optional). Additional information and actions are available by clicking on the "..." in the upper right corner of the tile.

Click on the tiles to open the resources.

Search for items

Search engine

The search engine is particularly useful when you know what specific items to look for: the search starts automatically when you enter two characters. Of course, the more characters you enter, the more precise the results will be!

The search is limited to the name and description of the resources. Other elements, such as the names of the creators, are not taken into account.

Filters

The filters allow you to refine the list of resources. You can easily focus on one or more types of resources.
A filter is applied as soon as you click on a resource type. If you click on a second type, then both will be taken into account.
To remove a filter, click again on the resource type you want to ignore.

You can also reset all filters to zero by clicking on the "Unselect" button at the bottom of your screen, or on the "Trash" icon that appears at the top of the filter list.

It is possible to combine searches and filters.

Search results

List

Your search results are instantly displayed in the table. To give more space to the resources displayed, once you launch a search, the recommended resources disappear.

For each item resulting from a search (engine and filter), the following information is available

• Type of resource
• Name and description of the resource
• Resource creator
• Resource creation date
• Date the resource was last updated
• Co-editors (if any). Co-editors have the same write permissions as the resource creator.

To further refine your search results, you can choose to display only the resources you have created, or only those that are shared with you.

Interactions

Different interactions are possible:

• Sorting: by clicking on a column heading, you can apply a sort on it. Sorting can only be applied on the names of the resources, or their creation and last modification dates
• Opening: by clicking on the name of a resource you will open it in its original application
• Additional information: by hovering over a user's name or avatar, you will see the email address used for this user account
• Actions on resources: at the end of the line,
  • View the details of the resource
  • Edit the resource (if you have write permissions on this resource)
  • Delete the resource (if you have written permissions on this resource)

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Resource details

You can get more information about the displayed resources by clicking on the (i) button available on the recommended resource tiles, or in the table next to the resource.

The following information is provided:

• Type of resource
• Resource name and description
• Resource co-editors (available only for dashboards)
• Users with read-only access to the resource (available for dashboards only)
• Public or private visibility of the resource (available only for segments and metrics)
• Name of the resource creator and date of creation
• Name of the last user to modify the resource, and date of last modification

The following actions are available:

• Open the resource
• Modify the name of the resource
• Change its description
• Change its visibility from public to private and vice versa (only available for metrics and segments)
• Edit the resource in its dedicated application
• Delete the resource

Edit a resource

Quick Edit

You can edit certain characteristics of your resources without leaving the library. By clicking on the "i" icon you can:

• Modify the name of the resource
• Change its description
• Change its visibility from public to private and vice versa (only available for metrics and segments)
• Delete it

Editing

If you want to make more significant changes to your resource, then you will need to open it in its dedicated application.
This action is available in the table (pencil icon) and in the information window (Edit button).

Organization Resources

Organization administrators have the ability to view all of the resources created.
This allows, for example, the administration of resources that can no longer be managed by their creator (suspended account, long-term absence, etc.).

Administrators can also modify and delete resources that they do not own. When this is the case, several warning messages indicate that they are about to edit or delete a resource that does not belong to them.