Viewing Your Slates & Data

Export Data

Manage Accounts

Viewing your Data

Learn how to view your data using the Dashboard interface without making any permanent changes. Sort Data, Reorder Columns, Filter Data, Enlarge Views, and Pin Windows.

Sort data

To Sort data in Descending or Ascending order

• 1st click - Descending (Z-A, 9-0)
• 2nd click - Ascending (A-Z, 0-9)
• 3rd click - Removes sort, defaults to Ascending order

Reorder columns

To Reorder Columns

• Click & Drag the Drag icon (left corner of column)

Filter data (from columns, fields, etc.)

To Add Filter

• Click on Filter icon (right corner of column)
• Type the info you would like to temporarily isolate
• Click
  Apply

To Remove Filter

• Click on Filter icon (right corner of column)
• Click the Close icon to remove filter text
• Click
  Apply

Enlarge views

To Enlarge Views

• Click on the
  Expand icon to toggle on/off

Pin Windows

To Pin windows

• Click on the Pin icon to toggle on/off

Viewing Your Slates

Learn how to interact with your slates just like inside the app. Remotely access your Slates to Select/Open Slates, Edit Slates, and access Slate ID Info (Scan QR Code, Slate URL, and UUID)

Select/Open Slate

To Select/Open Slate

• Select Slate to Open
  • From List View
    • Scroll down the table to find Slate (entire row)
    • Click row of Slate to open
    • Slate Opens by sliding from the right, and the is highlighted in blue on the table
  • From Map View
    • Navigate around the map to the pin/location of the slate you want
    • Hover over a pin to verify its name & picture
    • Click on the pin to open
• To Close/Hide Slate, Click to the side of the slate window
• To quickly access a previously opened slate, click on the partially hidden slate window

Edit Slate

To Edit Slate

• Click on field you want to edit
• Select "Edit"
• After edit, Click on Checkmark to Save
  • To Cancel,  Click on the Close icon

Slate ID Info (Scan QR Code, Retreive Slate URL/UUID

Navigate to Slate Identity Information

• Open Slate (see Select/Open Slate Section)
• Click on the "Slate Identity Information"  bar (top of slate)

To Scan the Slate/QR Code  to open in the SlatePages App

• Scan the QR Code  to Open slate in the SlatePages App
• Click the QR Code  open additional options:
  • Copy/Download/View (in new window)

Open Slate in New Window

• Click on the Slate URL

Retreive UUID (Useful to report errors in slates to SlatePages)

• Click on the UUID  to copy

Create New Export Job

Learn how to setup your export configurations for repeated use. Learn how to create a new job export, edit export filtering rules, and enable additional export options.

Open Export Jobs Menu

To Open Export Jobs Menu

• Find the menu bar
  • For Desktop: Go to the dark vertical menu bar on the left side of screen displaying these icons:
    R
  • For Mobile: Click on the Menu Icon (left side of screen)
• Click on the
  Export
  icon

Create new Export Job

To Create new Export Job (from Export Jobs Menu)

• Open Export Jobs  Menu (see Open Export Jobs Menu)
• Click the CREATE NEW EXPORT JOB button

To Create new Export Job from Existing List View

• Pick List View  to export from Current View button
• Click on Export icon from the
  ‍ | ‍
  button (right side of table)

Name Export Job

• Scroll to "Basic Information"  table, and enter the Name for the Export Job

EDIT Export FILTERING RULES

Edit Export Filtering Rules

• Scroll to "Slate Filtering Rules"  section

To Add Rule button

• Select to Match Any or All of the following rules
• Click Add Rule button
• Select the field you want to add rule to
  • To find the field quickly from a long list, try using "Filter Fields"  & type the field you are looking for
• Select an operator (less than, greater than, etc.)
• Enter value (if applicable) of field for rule to use
• Scroll down to click the Add Rule button (Repeat as Necessary)

To Rearrange Columns

• From the "Selected"  table, select the field you want to move
• Click the Up or Down arrows (or Click & Drag) to move to desired position

To Remove Rule

• Click on the Close icon on the right of the rule

Additional Export Options

To Add Additional Options for Export

• Scroll down to "Additional Options"  table

To Include a URL Column to slate

• A column containing the URL of each slate will be included
• Check "Include URL Column"

To Include Identifier Column slate (UUID)

• A column containing the identifier (UUID) of each slate will be included
• Check "Include Identifier Column"

To Include Header Row

• The first row will contain the names of each column
• Check "Include Header Row"

Final Step

IMPORTANT: Be sure that you have done the following:

• Named your Export Job
• Added all Filtering Rules
• Selected the columns of fields for your data
• Added any Additional Options

After Double Checking your Settings

• Click the Save & Run button

Export Data from Export Job

Once you've created Export Jobs (see Create New Export Job  section), learn how to export your data to a CSV file for your use. Export data to CSV, add your export jobs to a favorites list, and remove/archive old jobs.

Export Data to csv

To Export Data to .CSV File

• Open Export Jobs  Menu (see Open Export Jobs Menu
• Find the "Export Job"  from the table
  • Click the Active Favorites or Archived tabs to find export jobs
  • Select on the Export Job to export
• Click the DOWNLOAD CSV button
• Enter a file name to save on your computer
• Click Save

Rerun Export job

To Rerun an Export Job (Refetches recent data from slates)

• Select Export Job
• Click the Rerun icon to rerun the selected "Export Job"
• Click RERUN JOB NOW button

Copy Export Job

To Copy Export Job

• Select Export Job
• Click the Copy icon to copy the selected "Export Job"
• Click the COPY TO NEW JOB button
• Enter new name for "Export Job" (see Create New Export Job  section)
• Enter/adjust any options for "New Export Job"  (see Edit Export Filtering Rules and Additional Export Options  sections)

After Double Checking your Settings (see Final Step  section)

• Click the Save & Run button

Favorite Export jobs

To add an Export Job to Favorites List

• Select Export Job
• Click the Star icon to add to the "Favorites List"

Archive an Export Job

To Archive an Export Job

• Select Export Job
• Click the Archive icon to Archive the "Export Job"
• Click the ARCHIVE EXPORT JOB button to confirm
  • To Cancel,  click the Cancel button

To Move Export Job Back to Active tab

• Select Export Job  from Archived tab
• Click the Star icon to move Export Job  to the "Favorites List"
• Click on the Favorites tab
• Select Export Job  from "Favorites List"
• Click the Star icon to move Export Job  to the "Active List"

Delete an Export Job

To Delete an Export Job

• Select Export Job  from Archived tab (if Export Job  is not archived, see Archive an Export Job  section for more info)
• Click the Trash icon to Delete the "Export Job"
• To confirm delete, Click the DELETE EXPORT JOB to permanently delete export job (cannot be undone)
  • To Cancel,  click the Cancel button

Manage Accounts

Learn how to switch accounts (if you have multiple accounts to use), and add a new account to your profile. Now all of your accounts are automatically added to your login profile so you never have to re-enter your authorization codes in your app or on the dashboard.

Open Account Menu

To Open the Account Menu

• Click on the actual Account icon
  C Current  Account
  from the menu bar (The Account Name will be displayed at the bottom of the icon)
  • By default, Account Icons have a gray background and the first letter of the name of the account
  • Alternatively, Account Icons could have a picture/logo as the background

Switch Account (for multiple accounts)

To Switch a Different Account

• Open the Account Menu (see Open Account Menu)
• Scroll to the different Account
• Click on the
  D Different  Account
  to switch

Add A New Account

To Add A New Account

• Open the Account Menu (see Open Account Menu)

• In the "Add Account"  table, enter the Auth Code

  • Authorization Codes are provided by DataLinQr after purchase or setting up Pilot Program

• Click on Add Account to add the new account

API Key Settings

Learn how to create API Keys for use in your own third-party software management systems. Create keys which only read data, or create keys which can also edit the information you put on your slates. Create them anytime, at your discretion.

API Key Settings

To Add API Key (to enable third-party software connections

• Open Account Settings (see Open Account Settings)
• In the "API Keys" table, Click on the Add API Key icon
• In the "Basic Information" table, Scroll to "API Key Name"
• Enter a Name for the API Key
• Select the services this API Key will be using. To minimize surface attack risk, only choose the services necessary.
  • Select "Import Slates", if you want to retrieve the template information & import slate data
  • Select "Update Slates", if you want to retrieve the template information & update (read/write access) slate data from 3rd party software
• Click on
  Save API Key
  to save changes
  • To Cancel all changes, click on the
    Slate Views
    button from the menu bar
• Important On the "API KEY Confirmation" screen, Copy/Paste the API KEY Code for your records. This is the ONLY time you will see the key!!
• Click Done to finish

Edit API Key

To Update Existing API Key

• Open Account Settings (see Open Account Settings)
• In the "API Keys" table, Find the name of the API Key to update.
• Click on the Edit icon (right side of row)
• Make your updates
  • Rename API Key
  • Change Services
• Click Done to finish
  • To Cancel all changes, click on the
    Slate Views
    button from the menu bar
  • NOTE: The original API KEY Code will NOT be changed or displayed

To Remove Existing API Key

• Open Account Settings (see Open Account Settings)
• In the "API Keys" table, Find the name of the API Key to remove.
• Click on the Remove icon (right side of row)
• Enter the Name of the API Key to confirm
• Click the Delete button to finish
  • To Cancel, click the Cancel button

Configure Account Settings

Learn how edit the account information: Edit the account name, and add a photo/logo to display in your account. Your accounts can be branded how ever you like, whenever you like. You have complete control.

Open Account Settings

To Open Account Settings (what Authorization Code your slates are under)

• Find the menu bar
  • For Desktop:
    • Go to the dark vertical menu bar on the left side of screen displaying these icons:
      R
  • For Mobile: Click on the Menu Icon (left side of screen)
• Click on the Account icon
  R
  (The Account Name will be displayed at the bottom of the icon)
  • By default, Account Icons have a gray background and the first letter of the name of the account
  • Alternatively, Account Icons could have a picture/logo as the background
• Click on the Gear Icon on the top-left of the Account Icon

Edit Account Name

To Edit Account Name

• Open Account Settings (see Open Account Settings)
• In the "Basic Information" table, scroll to "Account Name"
• Edit the account name
• Click on
  Update Account
  to save changes
  • To Cancel, click on the
    Slate Views
    button from the menu bar

Edit Account Logo

To Edit Account Logo

• Open Account Settings (see Open Account Settings)
• In the "Basic Information" table, scroll to "Account Logo"
• Click on the Photo icon
• Drop image or click in window to add account photo/logo
• Click
  Done
  to complete photo selection
  • To Cancel photo selection, click on the Cancel button to exit to "Account Settings"
• Click on
  Update Account
  to save changes
  • To Cancel all changes, click on the
    Slate Views
    button from the menu bar