Setting Up an Account - Account Command Center

When configuring an account, now we have an Account Command Center where you can manage all of the account’s Data Sources, NinjaTrack call tracking numbers, Legacy Reports, Reports (Shinobi), KPIs and Change History all in one centralized location.

To add a new data source, NinjaTrack number or Report, click on the plus sign (+) in the appropriate section:

Clicking directly on a row from the Data Sources, will allow you to edit the specifics of the Data Source:

For additional actions on Reports (Legacy), Reports, KPIs and Change History click on the Action Icon  in the row of the item that you wish to edit:

This will open up a sub menu with additional actions:

NinjaTrack:

• Delete: Cancel the tracking number and remove it from the account.
• Edit:  Allows you to edit settings for the call tracking number.
• Calls: See the call data for calls placed to this tracking number.
• Exit: Close the menu.

Reports (Legacy):

• Delete: Removes the report from the account.
• Edit: Review or make changes to the report name, template, schedule, email deployment or advanced settings.
• Download: Download the latest PDF file that was generated.
• Template: Modify the template that this report is using.
• History: View the report history and download previous copies.
• Add Notes: Review the latest report and add notes and analysis.
• Run Report:  Grab fresh data from the API and re-create the next period’s report.
• Exit: Close the menu.

Reports (Shinobi):

• Delete: Removes the report from the account.
• Edit: Review or make changes to the report name, template, schedule, email deployment or advanced settings.
• Template: Modify the template that this report is using.
• History: View the report history and download previous copies.
• Add Notes: Review the latest report and add notes and analysis.
• Run Report:  Grab fresh data from the API and re-create the next period’s report.
• Exit: Close the menu.

 KPIs:

The KPIs widget will appear under the reports tab in the account command center for agencies that have this widget enabled for their account.  To enable KPIs in your account, please contact your account manager.

Clicking anywhere on the row of the KPI will open up the details of the KPI so that you can see more detailed analysis:

Change History:

Clicking on an entry will bring up the details of the entry and you can edit it.  You can add entries with the Plus Sign (+) or delete them as well.