DES/Current/Designer/ManageDash - Revision history

Brian.marshall@genesys.com: Published

2021-05-05T17:52:13Z

Published

Brian.marshall@genesys.com: Published

2021-05-05T17:47:05Z

Published

Brian.marshall@genesys.com: Published

2021-04-21T15:36:08Z

Published

Ed.jamer@genesys.com: Ed.jamer@genesys.com moved page PEC-ROU/Current/Designer/ManageDash to DES/Current/Designer/ManageDash: Text replacement - "PEC-ROU/Current/Designer/" to "DES/Current/Designer/"

2021-04-21T13:58:33Z

Ed.jamer@genesys.com moved page PEC-ROU/Current/Designer/ManageDash to DES/Current/Designer/ManageDash: Text replacement - "PEC-ROU/Current/Designer/" to "DES/Current/Designer/"

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:31:09Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:46:58Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bmarshall: Published

2020-06-10T20:05:59Z

Published

Bgrenon: Published

2020-06-08T15:20:50Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Dashboard management
|TocName=Dashboard management
|Context=Learn how to manage the Designer Analytics dashboards.
|ComingSoon=No
|Platform=PureEngage
|Role=Administrator
|Application=Designer
|Section={{Section
|sectionHeading=Rows and Panels
|anchor=dashrows
|alignment=Vertical
|structuredtext=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.

[[file: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.

[[file:des_analytics_panel_options.png]]

{{NoteFormat|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.) |2}}
|Status=No
}}{{Section
|sectionHeading=Dashboard controls
|anchor=dashcontrols
|alignment=Vertical
|structuredtext=At the top of the screen are control icons for performing common tasks.

[[file:des_analytics_controls.png]]

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

===Refresh===
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.

{{NoteFormat|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 {{Link-SomewhereInThisManual|topic=SummaryDash|anchor=top|display text=Summary}} dashboard, while this one will return you to the dashboard you've assigned to it.|2}}

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

[[file:des_analytics_dash_load.png]]



===Save===
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.)


===Configure===
Customize certain properties and settings for the current dashboard.
|Status=No
}}{{Section
|sectionHeading=Navigation, Query, and Filtering tabs
|anchor=dashnqf
|alignment=Vertical
|structuredtext=Toggling these tabs lets you show or hide their options.

{{AnchorDiv|nav_tab}}
===Navigation tab===
Shows or hides the dashboard icons.

{{AnchorDiv|query_tab}}
===Query tab===
Toggling the '''Query''' tab lets you manually enter a query statement to search for specific terms, criteria, or conditions.

For example, you might enter the following query:

<tt><pre>=applicationName=Test 2 AND finalDisposition=System Error AND ANI=703-123-1234</pre></tt>

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 '''703-123-1234'''.

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.

{{AnchorDiv|filtering_tab}}
===Filtering tab===
Toggling the '''Filtering''' tab lets you see any filters that are currently applied to the dashboards.

{{NoteFormat|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 [[AppDetailsDash#Filter|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:

[[file: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:

[[file:des_analytics_filter_toggle_ex1.png]]
|Status=No
}}
}}

@@ Line 79: / Line 79: @@
 For example, you might enter the following query:
-<tt><pre>applicationName:"Test 2" AND finalDisposition:"System Error" AND ANI=7031231234</pre></tt>
+<tt><pre>applicationName:"Test 2" AND finalDisposition:"System Error" AND ANI=5551234321</pre></tt>
-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 '''7031231234'''.
+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.

@@ Line 8: / Line 8: @@
 |Role=Administrator
 |Application=Designer
 |Section={{Section
 |sectionHeading=Rows and Panels
 |anchor=dashrows
 |alignment=Vertical
 |structuredtext=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.
@@ Line 24: / Line 21: @@
 {{NoteFormat|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.) |2}}
-|structuredtextwide=
-|FAQHeading=
+Some panels have a '''View''' menu that you can expand to select a visualization option or change the '''Interval''' displayed:
 |Status=No
 }}{{Section
@@ Line 31: / Line 30: @@
 |anchor=dashcontrols
 |alignment=Vertical
 |structuredtext=At the top of the screen are control icons for performing common tasks.
@@ Line 65: / Line 62: @@
 ===Configure===
 Customize certain properties and settings for the current dashboard.
 |Status=No
 }}{{Section
@@ Line 72: / Line 67: @@
 |anchor=dashnqf
 |alignment=Vertical
 |structuredtext=Toggling these tabs lets you show or hide their options.
@@ Line 82: / Line 75: @@
 {{AnchorDiv|query_tab}}
 ===Query tab===
-Toggling the '''Query''' tab lets you manually enter a query statement to search for specific terms, criteria, or conditions.
+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 {{Link-SomewhereInThisVersion|manual=Designer|topic=SDRDash|display text=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:
@@ Line 107: / Line 100: @@
 [[file:des_analytics_filter_toggle_ex1.png]]
 |Status=No
 }}
 }}

← Older revision	Revision as of 13:58, April 21, 2021
(No difference)

@@ Line 5: / Line 5: @@
 |Context=Learn how to manage the Designer Analytics dashboards.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Administrator
 |Application=Designer

DES/Current/Designer/ManageDash - Revision history

Brian.marshall@genesys.com: Published

Brian.marshall@genesys.com: Published

Brian.marshall@genesys.com: Published

Ed.jamer@genesys.com: Ed.jamer@genesys.com moved page PEC-ROU/Current/Designer/ManageDash to DES/Current/Designer/ManageDash: Text replacement - "PEC-ROU/Current/Designer/" to "DES/Current/Designer/"

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bmarshall: Published

Bgrenon: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"