Monitor account health and performance

The articles in the Monitor topic help you understand the features of Prediseo Rank that let you keep tabs on the overall health and performance of your accounts and properties.

Shortcuts to accounts and reports

Home page

Click Home at the top of any Prediseo Rank page to see the accounts, properties, and views to which you have access. Accounts appear as folders; properties appear as folders within accounts; reporting views appear within properties.

Clicking a view takes you to the reports for that view.

Report shortcuts

Use shortcuts for faster access to the reports you use most often. Shortcuts remember your settings so you don’t have to reconfigure a report each time you open it. Any setting you apply to a report, like adding an secondary dimension or a new metric, stays applied in a shortcut until you manually change the settings. The settings are saved even if you sign out and sign back in to your account. All report customizations and settings are saved in a shortcut except the date range. Check the dates each time you use a shortcut to make sure the time period you need is applied.

About shortcuts

You can create a shortcut to any Standard report that has the Shortcut option (below the report title).

Access and manage your shortcuts in the Shortcuts section in the left pane. See details about all of your shortcuts at once in the Overview report, or click an individual shortcut’s name to view or edit it. If you have the Edit permission, you can also manage your personal shortcuts as assets in the Admin section.

Each shortcut is only visible to the user who created it but can be shared using the Emailing and Exporting Reports function.

Create, edit, or delete a shortcut

To create a shortcut:

  1. Sign in to your Prediseo Rank account.

  2. Navigate to your view.

  3. Find a report that you regularly access from either the Reporting tab.

  4. Configure the report (e.g., apply a secondary dimension, change the dimensions and metrics, etc.).

  5. From the menu bar above the report, click Shortcut.

  6. Enter a name for the shortcut.

  7. Click OK to save. Saving a shortcut automatically takes you to the Shortcuts section in the left pane.

To edit a shortcut:

  1. In the left pane, click Shortcuts, then click the name of the report you want to edit.

  2. Make your changes (e.g., add or remove a secondary dimension, etc.).

  3. Click Save from the menu bar to update the shortcut’s configuration.

To delete a shortcut:

  1. In the left pane, click Shortcuts, then click Overview.

  2. Open the Actions menu for the relevant shortcut and click Delete.

  3. In the confirmation pop-up, click the Delete Shortcut button.

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