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Quick Tracking:Dashboard Subscription

Last Updated:May 28, 2025

Note

This document is an introduction to Quick Tracking and technical integration and is not used as a sales basis. For specific products and technical services purchased by an enterprise, the commercial purchase contract shall prevail.

Overview

This feature is divided into two functional modules: dashboard subscription and subscription management. You can subscribe to the kanban that needs to be followed, and edit the sending configuration and body in the subscription kanban configuration. Subscription management displays the list information of all subscription dashboard. You can edit and delete existing subscriptions in the subscription management.

Function introduction

Subscription Dashboard Path

「behavior analysis」-「statistics」-「visualization dashboard」 area in the upper right corner of the click 「dashboard editing and management」 function, choose 「subscription dashboard」. image

Create a subscription dashboard

Click 「Subscription Dashboard」. In the dialog box that appears, edit the subscription name, sending configuration, and body to view the subscriptions on the dashboard.

image

To create a subscription dashboard, you must specify the following information:

「Basic Information」

  • Subscription Name: required. You can enter a subscription name based on the dashboard name, such as "Weekly Activity Analysis".

「Send Configuration」

  • Enable Notification: If you enable the notification feature, the notification feature takes effect. If you disable the notification feature, the notification feature is disabled.

  • Sending Period: Different configurations are performed based on the following conditions: daily, weekly, and monthly.

1. Press Daily: Select every day, time drop-down box is 0-23, select a fixed period of time

2. By week: select every week, the sending period is 3 drop-down boxes, the second selection box is multi-option, you can select single or multiple "Monday" to "Sunday", and the third drop-down box selects a fixed period of 0-23 o'clock

3. By month: select monthly, the sending period is 3 drop-down boxes, the second box is multi-option, you can select single or multiple "1-31" to select a fixed date or multiple dates, and the third drop-down box selects a fixed period of 0-23 points.

  • Receiving Email Address: Enter the inbox of the dashboard subscription. You can enter multiple inboxes. Separate multiple email addresses with commas (,). If you have not set an email address for sending subscription emails, you can set a channel. For more information, see Reach Channel.

「Email Content」

The body sends the image information for subscribing to the content of the dashboard by default.

  • Email Title: Optional. By default, this parameter is set to dashboard Name-Report Sending Date, such as Coupon Operation -20220101. You can replace the title parameter with ${date}. ${hour} is set to the report sending date. ${hour} is set to the sending hour. ${dashboard_name} is set to the dashboard name.

  • Email Header and End: By default, only the image generated by the dashboard is displayed. If you enter the beginning, the beginning content is displayed before the chart information. If you enter the end content, the ending content is displayed at the end of the image information.

  • Send PDF Attachment: By default, this check box is not selected. If you select this check box, PDF attachments are generated in addition to images.

Subscription management

Subscription management path: 「behavior analysis」-「home」-「subscription management」

Subscription management is used to manage all subscriptions. After the subscription dashboard is configured, click 「Subscription Management」 in the upper right corner of the configuration page to go to the 「Subscription Management」 page to view all subscriptions under the subscription management permission (if you are an administrator, there are subscriptions). image

Subscription management consists of the following components:

  • Filter box: You can filter the organization and application of the subscription dashboard, and search for keyword. The list is arranged in reverse by the creation time of the subscription dashboard.

  • Search box: search rules support subscription name, dashboard name, email title, recipient email;

  • List display area: displays the name, subscription recipient (email address), receipt method, subscription creator, application, organization, sending time rule, and last sending time of the subscription dashboard.

  • Operation area: Click the 「Edit」 button to jump to the corresponding kanban interface and pop up the right subscription dashboard settings floating window, can be modified; click the 「Delete」 button, directly delete the subscription dashboard; notification switch on, after the current subscription stops sending subscription dashboard content.