UI & Site Navigation

This page explains how to move around the BaseQR app, where to find common tasks, and how sections relate to each other. The left sidebar provides primary navigation; the main pane shows pages and actions.

• Sidebar navigation — Access Dashboard, Quick Create, Campaigns, Reports, and Settings. The current section is highlighted.

• Main workspace — Displays the selected page (lists, forms, dashboards, exports).

• Account menu — Bottom-left avatar opens Account, Billing, and Log out.

Dashboard

• Purpose — At-a-glance summary of activity across the organization.

• What you’ll see — Metric cards (for example, total QR codes, total scans, average scans per code) and a time-series chart showing scan trends over the selected period.

• When to use — Quick health check before deeper analysis in Reports.

Quick Create

• Purpose — Fast entry to creation flows.

• Create a campaign — Opens the two-field form (name and description).

• Next steps — After creating a campaign, add your first QR and export assets.

Campaigns

• Purpose — Organize work; each campaign contains only QR codes and in-campaign reporting.

• List view — Card grid with campaign name, description, created date, and an Active/Inactive badge.

• Actions — New Campaign; View Details to access QR codes and campaign-level actions.

• Status — Use Active/Inactive to control availability of QR codes associated to that campaign’s work.

Reports

• Purpose — Analyze scans and export results.

• Filters & Export — Choose date range and (optionally) filter by campaign; select export format (CSV, Excel, or PDF) and report types (for example, Total Scans, Device Breakdown, Location Breakdown, Time Patterns).

• Tabs — Overview, Devices, Locations, Time Patterns, and Performance views to compare trends and surface top performers.

• When to use — Building shareable summaries for stakeholders or doing deeper analysis than the Dashboard.

Settings

Settings contains organization-level management pages. Common destinations:

• Team — View members and roles; invite teammates.

• Invitations — Review pending/expired invites; resend or revoke as needed.

• Integrations — Connect analytics tools (for example, Google Analytics) for downstream attribution.

• API Keys — Create and revoke API credentials used with the developer API.

• Billing — See plan, usage, and payment method; change plan or cancel at period end.

• Create a campaign — Quick Create → Create New Campaign, or Campaigns → New Campaign.

• Invite a teammate — Settings → Team → Invite Member (Admin only).

• Create a QR code — Campaigns → View Details → New QR.

• Toggle QR status — Campaigns → View Details → set code Active/Inactive.

• Edit destination/UTM parameters — Campaigns → View Details → select a code → Edit.

• Export QR assets — From a code’s detail page, export SVG, PNG, or JPG.

• Export analytics — Reports → set filters and report types → Export Report.

• Connect GA4 — Settings → Integrations → Analytics → Connect.

• Create an API key — Settings → API Keys → Create API Key.

• Use clear campaign names — Consistent naming improves searchability on the Campaigns page and keeps reports organized. See Campaign Naming Standards.

• Capture context in descriptions — Document goals, placements, and UTM plan in the campaign description to guide collaborators.

• Start from Dashboard, go deeper in Reports — Dashboard is for quick checks; Reports is for filters, comparisons, and exports.

• Manage people and plans in Settings — Team, Invitations, Billing, Integrations, and API Keys are all centralized under Settings.