Creating and Adjusting Views

You can create and adjust custom views in the Explore section of the HUMAN Dashboard to visualize the traffic data collected by each of HUMAN's solutions. The configuration sidebar includes options for choosing which data is included in these views, how to visualize this data, and whether you should be alerted about abnormal traffic patterns.

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To create a new view, select the New Custom View button. If you would like to create a view based on an existing template, select the arrow next to this button to open a drop-down menu with several HUMAN templates to choose from. You can also adjust the parameters for existing views after selecting that view from the Views menu. However, if you are using an existing view from the Views > White Ops Views menu, you will not be able to save your changes unless you create a new custom view with those parameters.

The configuration pane is broken into three tabs: Data, Visualization, and Alerts. Select Clone to save a clone of your view, Report to convert your view into a report, or Save to save your view for future reference. 

Data 

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The Data tab controls the data included in your view.

Name and date range

When creating a new custom view, choose a name that reflects the overall purpose or function of your view. You can also enter a short description with any additional information about your view. Selecting the star icon next to a view’s name will add the view to your Favorites list.

If you are creating or adjusting your own custom view, you can select the share icon to share your view with other members of your organization, or select the trash can icon to delete your view. You cannot delete or share views that were created by other people, including official HUMAN views.

You can adjust the time frame of your view by selecting one of several preset date ranges or by selecting a custom date range on the calendar. After selecting a custom date range, choose Select to apply your changes or Cancel to revert to the previous date configuration. 

Datasources

If you are using multiple HUMAN solutions, you can choose which solution will provide the data for your view. Additionally, if you are creating a view using BotGuard for Growth Marketing data, you can choose whether to use pageviews or sessions as a base unit.

Fields

You can choose which fields are included in your view. Although the specific fields available vary between solutions, each field offers a unique way to break down your data into distinct categories—for example, you may wish to group data by user platform, campaign ID, or device type. You must include at least one field in your view, but you can add as many additional fields as you see fit.

To add or remove fields, select the Fields button and toggle the checkbox next to the name of each field you would like to include or exclude. Select Add to save your changes, or Cancel to revert to your previous configuration. 

Hovering over the name of an existing field will give you the option to delete that field from your view or create a filter based on that field.

Filters

You can create filters based on the fields and metrics associated with your view. These filters can help you narrow down large datasets by only including data that meets certain criteria.

To add a new filter, select the Filters button and toggle the checkbox next to the name of each field or metric you would like to include or exclude. Select Add to save your changes, or Cancel to revert to your previous configuration. You can also hover over the name of any active items in the Fields or Metrics section and select the filter button for that item.

Certain filters, like Platform Type, provide a single drop-down menu with available filter settings. Other filters consist of a Constraint drop-down menu with several Boolean operators and a text field to enter your filter condition. For example, if you’d like to exclude traffic data from Windows users, create a filter based on the OS field, select the constraint Is not, and write “Windows” in the text field. You can also create a filter with multiple constraints for more complex operations. 

Hovering over the name of an existing filter will give you the option to delete that filter. To delete individual constraints within a filter, select the trash can icon next to each constraint.

Metrics

You can choose which metrics are included in your view. Metrics provide insight into the data categories determined by fields—for example, you may wish to measure levels of SIVT (your metric) across different platform types (your field). 

Like fields, the specific metrics available vary between solutions. You must include at least one metric in your view, but you can add as many additional metrics as you see fit.

By default, new views include the metrics from each solution’s Summary category. To add or remove metrics, select the Metrics button and toggle the checkbox next to the name of each metric you would like to include or exclude, or toggle the checkbox next to the name of a category to include or exclude all metrics in that category. Select Add to save your changes or Cancel to revert to your previous configuration. 

Hovering over the name of an existing metric will give you the option to delete that metric from your view or create a filter based on that metric.

Visualization

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The Visualization tab offers several options to visualize the data associated with your view.

Chart

You can choose to visualize your view’s data as a line chart, bar chart, or a combination chart.

Volume

For bar charts and combination charts, you can select up to three metrics to display as volume bars. Each metric has one drop-down menu to choose from a list of available metrics and another drop-down menu to choose the bar color associated with that metric. 

Hovering over the name of each metric will give you the option to toggle that metric’s visibility on your chart or delete it from your chart entirely.

Percentage

For line charts and combination charts, you can select up to three metrics to display as percentage lines. Each metric has one drop-down menu to choose from a list of available metrics and another drop-down menu to choose the line color associated with that metric. 

Hovering over the name of each metric will give you the option to toggle that metric’s visibility on your chart or delete it from your chart entirely.

Alerts

The Alerts tab lets you create email alerts based on custom criteria. You can create multiple email alerts with varying conditions and priority settings within the same view. If you are using multiple HUMAN solutions, any alerts you create will only pertain to the solution you chose on the Data tab for your view.

Select New Alert to create a new alert. Your alerts will not go into effect until you select Save for your current view.

New Alert

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  • Settings: You can toggle whether your alert is active or inactive, and change the name and priority of the alert.
  • Condition: The condition that triggers the alert. You can select from a list of traffic metrics, then choose the constraint and value for the metric threshold. For example, if you would like to be alerted when your company’s level of invalid traffic exceeds fifty percent, select the metric Invalid Traffic (IVT%), select the constraint > Greater than, and enter 50 in the value field.
  • Subscribers: The email addresses of your alert’s subscribers. These subscribers must have email addresses associated with your organization’s HUMAN account. To delete any existing subscribers, select the X button next to that subscriber’s name. Each alert must have at least one subscriber, but you can add as many additional subscribers as you see fit.

Select Save to finalize any changes to your alert.

Saved Alerts

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The Saved Alerts section lists any previous alerts that you have saved, if applicable. You can quickly toggle an alert as active or inactive, select the name of an alert to edit its settings, or select the three dots menu to clone or remove an alert.