Add a Widget

From Genesys Documentation
Jump to: navigation, search
This topic is part of the manual Real-time Reporting with Pulse for version Current of Reporting.

You can add a new report widget to your Genesys Pulse dashboard or wallboard.

It is easy to add a new report widget to your Genesys Pulse dashboard or wallboard. Genesys Pulse provides a basic set of predefined templates, complete with statistics that are typical for reporting activities handled by Genesys solutions. Any users with the appropriate privileges can create or modify widgets and report templates.

Video: Add a widget

Add Reports

To add a report, you'll use the Add a Widget function.

There are two ways you can add a report to your dashboard or wallboard:

  • Click the more icon in the right corner and click Add a Widget.
  • On empty dashboards and wallboards, click the Add a Widget icon.
Genesys Pulse opens a report builder to guide you.

Build a Report

To build a report, click Create Widget and then Agent Group Status to select the Objects and Statistics.

Genesys Pulse guides you through the process of creating or changing report widgets. Select the standard report template you want to use and then click Create Widget.

Select the Objects and Statistics that you want to see in your report.

Your report widget must have:

  • One or more objects to measure. Your widgets must contain fewer than 100 objects.
  • Add at least one non-string statistic.
  • One widget type with specific display options.
Click the Display Options tab to define how you want to display your report.

Display Options

From the Agent Group Status template, click the Display Options tab to define the default display settings.

You need to define the default display settings for your widget. Users can change these options on their own dashboard.

  • Provide a name for report title.
  • Select from the available Widget Types to display.
  • Select the Widget refresh rate.
  • Select options associated with the visualization (for example, alerts and size).

What do I do next?

Retrieved from " (2024-05-30 11:17:02)"
Comments or questions about this documentation? Contact us for support!