Get Started with Genesys Pulse

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This topic is part of the manual Real-time Reporting with Pulse for version Current of Reporting.

Genesys Pulse is your gateway for monitoring your contact center, so you can better meet your business needs. This getting started page will get you running, viewing, and managing reports.

Related pages:


Access the application[edit source]

Genesys Portal Login Pulse Reporting.png

Once your Genesys Engage cloud environment is up and running and you've checked that you meet the necessary requirements, log in to your Genesys Portal to access Pulse Reporting. Click the Pulse Reporting icon and enter your username and password.

Walk through the application

Genesys Pulse provides at-a-glance views of real-time contact center statistics on dashboards within the user interface.

Important
What you see in Genesys Pulse depends on your contact center and your role within it, so you might not be able to do or see all the things covered in this help. If you think you should be able to do or see something you can't, check with your supervisor or system administrator.


Access Reports

1

Open the Genesys Pulse dashboard to see the real-time reports.

Reports are displayed in widgets, which can easily be expanded to dashboard size to display additional detail.

Manage Dashboards and Wallboards

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Use tabs to manage Genesys Pulse dashboards and wallboards. Click the more icon in the right corner of the dashboard for options:

  • Add a Widget—Add a new widget to the dashboard or wallboard.
  • Clone—Create a new copy of the dashboard or wallboard.
  • Close—Close the dashboard or wallboard.
  • Customize—Change the name, description, and other options of the dashboard or wallboard.
  • Download—Export dashboard or wallboard in JSON format.
  • Launch—Launch a wallboard.
  • Publish—Share the unpublished dashboard or wallboard.
  • Save As—Save a new copy of the published dashboard or wallboard.
  • Update Shared Copy—Overwrite the published copy of the dashboard or wallboard.

Use Report Widgets

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Genesys Pulse widgets display Donut, Data, Key Performance Indicator (KPI), Time Tracking, or List charts of key statistics for objects on your dashboard.

You can:

  • Clone—Create a copy of the widget.
  • Delete—Delete the widget.
  • Download—Download the report data as a CSV file.
  • Edit—Make changes to the widget.
  • Expand to Tab—See an expanded, detailed view of the report.

You can also add new widgets to your dashboard.

Expand Reports to Dashboard

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Click the more icon in the top right corner of a widget and select Expand to Tab to see a detailed view of your report. This expanded report opens within a new tab, so it won't impact your initial dashboard.

You can

  • Download the report data as a CSV file by selecting Download Widget from the the more menu.
  • Make changes to the source widget by selecting Edit from the the more menu.
  • Sort options, define objects, and define statistics.
  • View different chart types available in the expanded widget:
    • Time Tracking
      Pulse9.0TimeTracking.png
    • Grouped Bar
      Pulse9.0GroupedBar.png
    • Stacked Bar
      Pulse9.0StackedBar.png
    • Stacked Bar
    • Data
      Starting with release 9.0.001, new options are available in the Customize menu:
      • Row Density:
        Comfy (default) or Compact
      • Row Color Contrast:
        Low (default) or High
      • Reset Column Width - resets columns width to default values.
      Pulse DataViewOptions 90001.png

What do I do next?

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