Dashboard management

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This topic is part of the manual Designer User's Guide for version Current of Designer.

Learn how to manage the Designer Analytics dashboards.

Related documentation:

Rows and Panels

On the left side of each row is a sliding menu that remains hidden (or collapsed) when not in use. The menu slides out when you hover over it and has options to collapse, configure, or add panels to the row.

Des analytics row options.png

Each of the panels has options to configure, move, or remove the panel. Some panels also have an inspect icon that lets you view the query for the report being displayed.

Des analytics panel options.png

Sometimes, after closing an inspect panel, it might look like the dashboard page has gone blank, especially if there was a lot of information to scroll through. If this happens, simply scroll back up to the top of the dashboard page. (This issue can be avoided by using Esc to dismiss an inspect panel instead of closing it.)

Some panels have a View menu that you can expand to select a visualization option or change the Interval displayed:
Des dashboards view menu.png

Dashboard controls

At the top of the screen are control icons for performing common tasks.

Des analytics controls.png

Time picker

Lets you select the time period for which you want to display data.


Refreshes the dashboard with the most current data for the selected time period.

Home (saved default)

Returns to the dashboard that is currently saved as the default (or "home") dashboard.

This Home button is not the same as the Home button on the main toolbar (for the built-in dashboard types). That button will always return you to the built-in Summary dashboard, while this one will return you to the dashboard you've assigned to it.


Lets you select and open any dashboards that you have saved.

Des analytics dash load.png


Saves the current dashboard. You will be prompted to give the dashboard a new name. (This option might not be available for all users or deployments.)


Customize certain properties and settings for the current dashboard.

Navigation, Query, and Filtering tabs

Toggling these tabs lets you show or hide their options.

Navigation tab

Shows or hides the dashboard icons.

Query tab

Toggling the Query tab lets you manually enter a query statement to search for specific terms, criteria, or conditions. (Currently, custom queries only work on the Session Detail Records dashboard. You can use filters and drill-down options to achieve the same result on other dashboards.)

For example, you might enter the following query:

applicationName:"Test 2" AND finalDisposition:"System Error" AND ANI=5551234321

This query would search the Test 2 application for sessions where the final disposition was System Error and the ANI (the caller's phone number) was 5551234321.

Query statements are not automatically applied to all panels on the dashboard. To use a query statement on a panel, go to the panel's Configure settings and select it from the Queries tab.

Filtering tab

Toggling the Filtering tab lets you see any filters that are currently applied to the dashboards.

In most cases, any filters that you define are applied across all of the system dashboards, not just the dashboard you are currently viewing.

Whenever you select a value from the Filter panel, or click a specific time range or section of a pie or bar chart, a filter is automatically created. In this example, we can see that an Abandoned in Self Service filter was applied:

Des analytics filter toggle.png

With the filters visible, you can easily modify, remove, or turn a filter on or off (the solid dot indicates the filter is currently on).

You can also make a filter inclusive or exclusive by clicking the field and choosing one of the options:

Des analytics filter toggle ex1.png

Retrieved from "https://all.docs.genesys.com/DES/Current/Designer/ManageDash (2024-07-25 18:28:46)"
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