In order to allow publishers to explore all their data in one place and see the full picture of their customers’ activities, DataSalon’s MasterVision service has a wide range of features, with powerful search and analytics tools. And that’s great for expert users who use it all the time, but it’s a lot to get to grips with for people who use it more sporadically or for very specific purposes. That’s why over the years we’ve developed various ways of simplifying things for these users, without affecting the interface for the experts.
Simplified search forms: A brand new feature allows different fields to be displayed in the search form for different users – so admin users can search the more obscure fields, while other users only see the basic fields that are relevant to them.
Contextual help: Notes can be included in the search form with hints about how to search a particular field or group of fields (again, different notes can be displayed for different user types). And every field has its own help icon to pop up information about the field and its values.
Customisable search fields: A user can customise each search field to display in the format they find most useful, for example to switch between a drop-down menu (where specific values can be easily selected) and a text field (which allows the use of wildcards).
Search formulation tools: Further help in formulating searches appears automatically according to the type of field. For example, the date picker guides the user through entering date ranges or comparisons as well as exact dates.
Saved searches: Where a search is commonly used but has a complex set of parameters, a saved search can be set up so that users don’t have to worry about the underlying search – it’s then easy to run again and again, always picking up the latest set of data.
Search templates: Search templates are similar to saved searches, but allow users to specify the value of one or more fields, while still keeping the complexities of the rest of the search hidden. They can even be set up to download the results in a suitable format at the click of a button.
Dashboards: Dashboards are another handy pre-saved item, bringing together all the analytics a particular type of user might need – be that an editorial dashboard with article submission and publishing metrics, or one for senior management with key performance indicators such as subscription sales and journal usage.
Quick View: Users that only ever need to run the same few searches or view the same few dashboards can be set up with Quick View, so that when they log into MasterVision they see a simple list of these searches and/or dashboards. This may be used to limit access to items relevant to them, but can also provide a simpler home page from which they can still access the full version of MasterVision.
Since there’s no limit on how many people can use MasterVision, it makes sense to have things set up so that it’s straightforward for any member of staff to access the information they need. We’re always happy to help you with that – do get in touch to discuss the best configuration for your users.