The Main Cockpit Page
Creating Tiles From Within Cockpit?
All cockpit tiles are based on saved views and reports in Apollo, so they cannot be created from within Cockpit itself. If your app doesn't yet have any saved views or reports that you'd like to use as tiles, then you will need to exit Cockpit and create some (The 'Create and Add a Tile to Cockpit in One Flow' section goes into more detail on this). If you aren't familiar with what saved view or report is, then first read through the linked articles before continuing.
Adding and Managing Tiles from Within Cockpit
Once you have some saved views and reports, go here for more information on how this works.
To get started, go to the page you'd like your tile to pull information from (all available options are listed):
- Analytics 2.0 (reports)
- Contacts (saved views)
- Accounts (saved views)
- Prospect Searcher (saved views)
- Triggers (saved views)
Creating a Saved View and Adding It as a Tile
In the GIF below, I am creating a saved view from the Contacts page that allows me to see 'Engaged Contacts'. This is just an example though, so you can use whatever filters you like.
After you click Save as new view, you will see an option in the save modal that allows you to add your new view to an existing cockpit layout.
Note: If you don't have any cockpit layouts to add your new view to, still save it. You will be able to add the view as a tile when building your first cockpit layout. -
Creating a Report and Adding It as a Tile
In the GIF below, I am creating a report in Analytics 2.0 that allows me to see 'Template Subject Success Rate', but you could create whatever report you like.
Once the report has the metrics and dimensions you want (both detailed here), the next step is choosing which visualization you want to see on your cockpit tile.
After that, click Save & Finish and then find to the Add to Cockpit button on the next page. Click this to add your report to a cockpit layout -
Note: If you don't have any cockpit layouts to add your report to, still save it. You will be able to add the report as a tile when building your first cockpit layout.
Edit Your Tile by Updating the Saved View
Once the saved view has been added to a cockpit layout, you will be able to go straight back to the main view of it from the cockpit tile itself, allowing you to make any edits you might have missed the first time. There are two ways to do this, shown below -
Note: You can access the [...] button on a tile when the cockpit editor (found in Actions > Edit) is both open and closed, but can only access the main link (what is clicked in the GIF below) when the editor is closed.
Any changes to your tile's saved view will be automatically reflected in the tile after you click Update (shown below).
Note that the additional filters shown above ('Email Clicked: Yes' and '# Clicks: 1') automatically reduced the number of listed contacts in the tile from 3,280 (the original count shown in the first two GIFs) to 77 -
Edit Your Tile by Updating the Report
Once the report has been added to a cockpit layout, you will be able to go straight back to the main view of it from the cockpit tile itself. Clicking on the main link will bring you directly to the report (as shown in the GIF below), while clicking the [...] button on the tile allows you to go straight to the report's editor (you will have the option to select either View Report or Edit Report) -
Any changes to your tile's report will be automatically reflected in the tile after you click Save & Finish -
Note that in the example above the visualization has been changed from Area to Column, and after being saved the tile was automatically updated to show this -
Article is closed for comments.