Dashboard

Dashboard

Overview

The Dashboard is where you will find everything you need to create new tests , update existing ones, run and monitor their progress, run analysis , import panelists , and much more. Each segment of the Dashboard , from top down, is described on this page.

For the full page view of this article, in the top right-hand corner, please click on the icon with an arrow.


The Black Ribbon at the Top

The black ribbon at the top is visible throughout the software. This allows you to access the features available in the ribbon very easily regardless of where you are in the software.
The black ribbon is not accessible when monitoring tests because the test monitor feature launches in a separate browser tab.


Item
Description


Click to access the libraries available to you.


Click to access the Schedules module add-on. Contact Compusense Support Team if you would like to evaluate and/or purchase the module.


Click to select a language translation of your choice for the analyst software.


Click to access the following:
  1. Settings - Click to review and, as necessary, update your Contact information , Date and time , and Regional formats .

  2. Log out - Click to log out of the software.




Click to access the following:
  1. Help - Click to access our Support Centre . Here you can browse through the Knowledge Base, submit a ticket with your question(s), or start a chat!

  2. Tours - When you first access the software, you will be prompted to take an interactive onscreen tour. When the tour is closed, it can be accessed again any time by clicking on the Tours icon.

  3. Chat - Click to initiate a chat session with our Support Team. Your chat requests during our office hours will be answered immediately. The chat requests submitted outside the office hours will still be received by the Team and will be addressed in an email format on our next business day.

  4. Contact support - Click to find out all the ways you can reach our Support Team.

  5. About Compusense - Click to find out the version number and copyright statement.

  6. Give feedback - Click to provide us with your feedback about the software. Include images if applicable. We can make it better only if you tell us what is not working well for you!




Click to return to the Dashboard . This is helpful when you need to come out of any part of the software to access different features available in the Dashboard .

Clicking on the Compusense logo on the left-hand side of the black ribbon will also bring you to the Dashboard .

All Dashboard filters that were in place before originally leaving the Dashboard will hold when you return to the Dashboard .



Analyst Group

If you have access to one Analyst group , that group will be listed as selected and cannot be changed. If you have access to multiple Analyst groups , you can choose which group to work in. If you require changes in your permissions level, please contact our Support Team.
Analyst groups are available in the advanced version of the software. We will require an approval from the main subscription holder for your company or location to make any changes in the permissions.


Create a Test

Click Create a new test . There are a number of preset test types and test templates to choose from. Add your own questions , samples , designs , and panelists into the new test. Preview the test, run it to the panelists, monitor the test progress, and analyze results.
New tests will be saved in the selected Analyst group , in a folder you specify during the saving process.


All Tests for the Past 30 Days

The three buttons display test counts with three different status variations.
The counts are calculated for the past 30 days across the entire Analyst group you selected, not just the tests you own.

  1.   - Tests with the following statuses : Running and Scheduled .
  2.   - Tests that are still being built .
  3.   - Tests with the following statuses : Complete , Paused and Expired .
Click on a button to access the corresponding list of counted tests!


Chat with Support

Click to initiate a chat session with our Support Team. Your chat requests during our office hours will be answered immediately. The chat requests submitted outside the office hours will still be received by the Team and will be addressed in an email format on our next business day.

Advanced search & analysis across tests

Click to access a comprehensive test searching tool that also enables you to:
  1. Move tests to different folders, or even groups if you have access to multiple analyst groups.

  2. Run analysis across multiple tests or multiple sections within a single test.

  3. Export a list of selected tests you searched for.

  4. Generate graphs on data found in the selected tests you searched for.

Search tests

Search for tests by their Test ID or by their name. As you type, the list of tests will change corresponding to the characters that you typed in the search box.
The software will search in the selected folder. If no folder is selected, the search will take place across all tests in the selected Analyst group .
Click on the arrows to change the search location. The search results will update automatically.


Filters

To further refine your search, use the following filtering options:
  1. + Add folder - Click to create a new folder. Specify the folder name and where you want to place it in the folder structure.

  2. My tests - Click to display only the tests that you own in the selected folder or across all folders in the selected Analyst group within the selected date range filter. Click again to remove the filter.

  3. Test type - Click to select a specific test type to search for within the selected date range filter. Select Test type to display all test types.

  4. Status - Click to select a specific test status to search by within the selected date range filter. Select Status to display all test statuses.

  5. More filters - Click to select:
    1. A preset date range, or set a custom date range filter. The default date range for test search is 6 months . 

    2. An owner or owners of the tests.
      Filters applied in the More filters area will be displayed between More filters and the test list.


      The total number of filters applied will be displayed little lower, just above the test list.


  6. Reset - Click to clear all custom filters. This will also reset the date range filter to the default 6 months .


Filters will hold (will be 'remembered') until you change them again, or until you clear the cache and cookies in your browser. If the filters consistently get cleared out every time to return to Compusense, that means that your browser is set to clear the cache and cookies every time you close the browser down. Update the browser cookie settings, or ask your IT to assist you with that.


Folders

A list of available folders and their subfolders in the selected Analyst group is displayed in the vertical bar on the left.
  1. Click a folder to see a list of test in it and all its subfolders, if applicable. You will know that a folder has subfolders when it has an arrow in front of the folder name. Click on the arrow to expand or collapse the folder structure.

    In our example image, when we click on the folder named 2020 , the test list will display all the tests in this folder and its subfolders. Clicking on the folder named 01 will display only the tests in that subfolder.


  1. Click the vertical ellipses (three vertical dots) to create a subfolder, to edit the existing folder's name and location, or to delete an empty  folder. Folders with tests in them cannot be deleted.


At the bottom of the Folders list there is a double arrow. Click the double arrow once to collapse the list. This will make the Tests list area larger. Click the double arrow once again to expand the Folders list for a better view of folder names.



Tests

A test list based on the applied search and filtering criteria.
  1. The folder name displayed in the Tests list corresponds to the folder selected in the Folders list.


  2. Test ID - Identify the Test iD without going into the actual test. This is a useful unique identifier required when communicating with our Support Team.

  3. Test name - The name specified during the build of the test. Click the name of a test to open the test for editing.

  4. Status - The status of each test in the list.

  5. Results - The overview of completed results separated by a slash from the total number of sample sets (maximum possible results) in the test. Partial results are not indicated in this screen.

    Click the number of results to go directly into the Results area of the test.


  6. Edit - Click the pencil icon to open the test for editing.

  7. Clone - Click the icon with two squares to create a clone of the test:
    1. With results, if the test contains any.
      --or
    2. Without results.
      --or
    3. Without results and panelists. We recommend using the last option whenever possible. This option is particularly useful for the scheduling functionality.


  8. More - Click the vertical ellipses (the three dots arranged vertically) to see the following:
    1. Last modified - The date and time the test was last modified.

    2. Owner - The analyst name that owns the test.

    3. Folder - The name of the folder where the test is located.

    4. Test type - The type of test.

    5. Move this test - Click to change the test location.
      If you are considering moving tests owned by other analysts we recommend communicating with them first.

    6. Delete this test - Click to delete the test.
      We recommend double-checking whether you really wish to delete the test, especially if the test is owned by another analyst. Deleted tests cannot be recovered.
  9. Show X tests - Click the arrows to select the number of tests you wish to display per page in the Tests list. The options are: 10, 25, 50, 100, and 150.


  10. Previous X Next - If the Tests list contains more tests than one page can display, you will be able to click on the Previous and Next buttons to navigate through pages. The number in the middle will indicate which page you are currently on. Use the Show X tests feature described above to control the number of tests per page.


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