Reporting dashboards operate similarly to other dashboards in Sprinklr in that they are widget based. Each widget can be cloned, edited, shared and more. These widgets are more robust than other dashboard widgets due to the sheer number of variables and the number of ways to combine and visualize the data.
To get started with reporting dashboards, navigate to “Reporting Insights” from the Sprinklr menu. Then access an existing dashboard or create a new dashboard by clicking the three-dot icon in the right corner and choosing “Create.” The information below provides more detail regarding the various dashboards available in the system.
There are multiple types of dashboards:
Reporting dashboards will only be as accurate as the data put into the system. If using custom fields as a filter on a dashboard, users need to ensure all unit posts have been properly tagged. Follow the instructions in this video to use the Editorial Calendar to confirm that any natively posted content has been tagged after being auto-imported into Sprinklr.
By default, Sprinklr provides users with many standard dashboards that are populated based on the account type, account groupings and the user’s account permissions settings. Expand the tabs below for an overview of what reporting widgets are included on each standard dashboard.
This dashboard combines data for all accounts for which the user has permissions. It can be filtered to include only specific accounts.
The widgets include:
This is a platform-specific dashboard reporting on Facebook analytics and insights for any Facebook page that the user has permissions to use. It can be filtered to a specific Facebook page(s) if the user has access to multiple pages.
The widgets include:
This is a platform-specific dashboard reporting on X’s analytics and insights for any X account that the user has permissions to use. It can be filtered to a specific X account(s) if the user has access to multiple accounts.
The widgets include:
This is a platform-specific dashboard reporting on YouTube analytics and insights for any YouTube channel that the user has permissions to use. It can be filtered to a specific YouTube channel(s) if the user has access to multiple channels.
The widgets include:
This is a platform-specific dashboard reporting on LinkedIn page analytics and insights for any LinkedIn page that the user has permissions to use. It can be filtered to a specific LinkedIn page(s) if the user has access to multiple pages.
The widgets include:
This is a platform-specific dashboard reporting on Instagram account analytics and insights for any Instagram account that the user has permissions to use. It can be filtered to a specific Instagram account(s) if the user has access to multiple accounts.
The widgets include:
There are additional platform-specific dashboards reporting on relevant analytics and insights for any of the relevant accounts that the user has permissions to use. Examples: Google My Business; Slide Share; Foursquare; Tumblr; Pinterest; VK; Tencent Weibo; Sina Weibo; Renren.
Dashboards can be filtered to a specific account(s) if the user has access to multiple accounts for that platform.
The widgets may include:
This dashboard uses artificial intelligence, or AI, power to analyze account content to help guide the creation of more effective content. By default, it will show aggregate analysis across all accounts for which the user has permission to access. The dashboard can be filtered to specific accounts.
Widgets include:
The Inbound Tag dashboard reports on specific inbound messages that have been tagged with a custom field, depending on what the unit wants to keep track of for reporting purposes.
The Outbound Tag dashboard reports on specific outbound messages that have been tagged with a custom field, depending on what the unit wants to keep track of for reporting purposes.
SLA refers to service-level agreement and typically refers to the contracted delivery time of a service or performance. This dashboard is used for reporting on the community manager response times to messages. It is not a measure that is commonly tracked at MSU. If the unit has a need to track this, please contact University Communications and Marketing so staff can set up the workflows that will ensure this dashboard reports data accurately.
This dashboard reports on the number and demographics of audience profiles added to the system, their participation index, influencer index and spam index (all calculated by Sprinklr using its own formulas). This dashboard is not generally referenced by University Communications and Marketing staff and likely won’t provide much use for units.
This dashboard provides a summary view of campaigns. Campaigns in this context are reserved for use by University Communications and Marketing for institutional-level accounts.
Units use custom fields (see Message Metadata) to categorize their campaigns. Reporting for these can be done by filtering a standard dashboard by custom field or by creating a custom dashboard (see below for more information).
This dashboard provides AI-generated insights for campaigns. Campaigns in this context are reserved for use by University Communications and Marketing for institutional-level accounts.
Users also can create and share custom dashboards with others. Starring a dashboard marks it as a favorite and makes the dashboard appear in the left side panel under “Favorite Dashboards.” Dashboards shared to the user, including any dashboard built during the onboarding process, appear under “Shared Dashboards.” Any tags on dashboards appear next in the list. Expand the tabs below for information on creating and working with custom dashboards.
Users can add additional dashboards by clicking the three-dot icon in the upper right corner of an open dashboard and then selecting “Clone Dashboard” to create a duplicate dashboard to use as a template. Selecting “Add Dashboard” will build a new dashboard from scratch or from a template. This same menu is used to edit, share, lock (to prevent changes) and delete the dashboard.
As new dashboards are created, consider adding tags to the dashboards or placing them into unit folder(s) to make them easier to sort and find. Starring dashboards will bookmark them to a user’s Favorites menu for quick access.
Users can filter their account data using custom fields and other filters to build their own robust custom reports. These can be exported or shared (see Sharing Insights).
For more information about specific dashboards and reporting widgets, University Communications and Marketing recommends browsing the Sprinklr Knowledge Portal.
When creating a new reporting dashboard in Sprinklr, users have the option to start from an empty dashboard or to utilize a template known as a Starter Dashboard. Then edit or delete any existing widgets, add new widgets and customize the dashboard.
To create a dashboard using a Starter Dashboard template:
The following Starter Dashboards may be of particular interest to MSU Sprinklr users:
Another option for utilizing dashboard templates is to clone one of the existing pre-built dashboard templates. These are in a folder labeled “Template Reports - Clone to Use” in the reporting function.
The following pre-built dashboards are available as templates:
To access and use pre-built dashboard templates:
This dashboard combines data for all accounts for which the user has permissions. It can be filtered to include only specific accounts.
Documentation updated: Nov. 1, 2024