PEC-OU/Current/CXContact/dashboardconfiguration - Revision history

WikiSysop at 19:01, July 18, 2022

2022-07-18T19:01:43Z

WikiSysop at 17:45, April 11, 2022

2022-04-11T17:45:58Z

Arjun.D.IX: Published

2022-04-11T17:36:35Z

Published

Arjun.D.IX: Published

2022-03-17T07:41:21Z

Published

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

2020-07-25T02:31:51Z

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

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

2020-07-15T11:45:10Z

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

Bgrenon: Published

2020-06-08T14:26:00Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Configure a Dashboard
|TocName=Configure a Dashboard
|Context=Learn how to configure a Dashboard.
|ComingSoon=No
|Platform=PureEngage
|Prereq=
|Section={{Section
|sectionHeading=
|anchor=
|alignment=Vertical
|Media=
|image=
|structuredtext=The Configure Dashboard window contains 5 tabs that enable you to determine how the specific Analytics dashboard should be viewed and what information should and should not be included.

Configuration of the Configure Dashboard window is specific to each dashboard. For example, if you open the Configure Dashboard window in the User Actions dashboard, select Editable in the General tab and click Save, Editable will only be selected for the Users Action dashboard.

For details about each tab in the Configure Dashboard window, refer to one or more of the following sections:

*{{Link-SomewhereInThisManual|topic=dashboardconfiguration|anchor=general|display text=General}}
*{{Link-SomewhereInThisManual|topic=dashboardconfiguration|anchor=labels|display text=Labels}}
*{{Link-SomewhereInThisManual|topic=dashboardconfiguration|anchor=rows|display text=Rows}}
*{{Link-SomewhereInThisManual|topic=dashboardconfiguration|anchor=timesettings|display text=Time Settings}}
*{{Link-SomewhereInThisManual|topic=dashboardconfiguration|anchor=fieldsformatting|display text=Fields formatting}}

{{NoteFormat|When configuring the Configure Dashboard window, you must click '''Save''' to ensure that your changes are not lost.}}

'''To open''' the Configure Dashboard window, select the '''Analytics''' menu and click the Configure Dashboard icon [[File:configureDashboardicon.png|link=]] in the top right corner of the Analytics screen.

{{AnchorDiv|general}}
===General===

In the Configure Dashboard > General tab (see image below) you can change one or more of the following options:
 
{{{!}}
!'''Parameter'''
!'''Description'''
{{!}}-
{{!}}'''Title'''
{{!}}The dashboard title.
{{!}}-
{{!}}'''Style'''
{{!}}Reserved for future use.
{{!}}-
{{!}}'''Editable'''
{{!}}Enables you to lock the specific dashboard so that it cannot be changed in the future.
{{!}}-
{{!}}'''Hints ?'''
{{!}}Reserved for future use.
{{!}}}
[[File:Cd general tab.png|550px]]
{{AnchorDiv|labels}}

===Labels===

In the Configure Dashboard > Labels tab (see image below) you can change the default name of each field (that is, the Label name) to a name with a meaning that you can easily understand.
 
'''Change a field name'''

#Type the field name in the '''Field Name''' text box. A list of fields with the letters you typed appears.
#Select the field whose name you want to change.
#In the Field label text box type the new name for the selected field and click the '''Add new field''' icon [[File:Addnewlabelfield-icon.png|link=]].
#Click '''Save'''.

 
[[File:Cd label tab.png|550px]]
{{AnchorDiv|rows}}

===Rows===

In the Configure Dashboard > Rows tab (see image below) you can add and/or remove dashboard rows. The dashboard row enables you to control the specific dashboard layout with height and row order configuration options.
 
'''Add / Remove a Dashboard Row'''

#Type the name of the new dashboard row and enter a row height.
#Click '''Create Row'''.
#Click '''Save'''.

{{NoteFormat|To delete a dashboard row click the Delete row icon [[File:Deleterowicon.png|link=]] next to the name of the row. To change the location of each row in the dashboard, click the up or down arrow [[File:Dashboardupdownrow.png|link=]] associated with the row you want to move.}}
[[File:Cd rows tab.png|550px]]
{{AnchorDiv|controls}}

{{AnchorDiv|timesettings}}

===Time Settings===

In the Configure Dashboard > General tab (see image below) you can change one or more of the following options:
 

{{{!}}
! style="background-color:#BEBEBE"{{!}}'''Parameter'''
! style="background-color:#BEBEBE"{{!}}'''Description'''
{{!}}-
{{!}}-
{{!}}'''General time field'''
{{!}}The primary field that contains the time stamp.
{{!}}-
{{!}}'''Display time format'''
{{!}}The time format you wish to see displayed. For example, YYYY/DD/MM, or hhmmss, and so on.
{{!}}-
{{!}}'''Other time fields'''
{{!}}Select optional time fields to be displayed in the format selected in Display time format.
{{!}}}
[[File:Cd timesettings tab.png|550px]]

{{AnchorDiv|fieldsformatting}}
===Fields formatting===

In the Configure Dashboard > Fields formatting tab (see image below) you can add and/or remove time and duration rows. Each row enables you to control the time and duration format that appears in the user interface.

 
'''Change a field format'''

#Type the field name in the '''Field ''' text box. A list of fields with the letters you typed appears.
#Select the field whose format you want to change.
#In the '''Initial format''' select the format you want to change.
#In the '''Output format''' select the new format.
#In the '''Round''' text box enter the number of decimal points that can appear for the selected Output format.
#Click '''Save'''.

 
[[File:Fieldsformatting.png|550px]]
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Related Topics
|anchor=RelatedTopics
|alignment=Vertical
|Media=
|image=
|structuredtext=*{{Link-SomewhereInThisManual|topic=dashboardrowconfig|anchor=top|display text=Configure a Dashboard Row}}
*{{Link-SomewhereInThisManual|topic=createpanel|anchor=top|display text=Create an Analytics Dashboard Panel}}
|structuredtextwide=
|FAQHeading=
|Status=No
}}
}}

@@ Line 22: / Line 22: @@
 {{NoteFormat|When configuring the Configure Dashboard window, you must click '''Save''' to ensure that your changes are not lost.}}
-'''To open''' the Configure Dashboard window, select the '''Analytics''' menu and click the Configure Dashboard icon [[File:configureDashboardicon.png|link=]] in the top right corner of the Analytics screen.
+To open the '''Configure Dashboard''' window, select the '''Analytics''' menu and click the '''Configure Dashboard''' icon [[File:configureDashboardicon.png|link=]] in the top right corner of the '''Analytics''' screen.
 {{Video|id=693028379|Description=}}

@@ Line 8: / Line 8: @@
 |Section={{Section
 |alignment=Vertical
-|structuredtext=The Configure Dashboard window contains 5 tabs that enable you to determine how the specific Analytics dashboard should be viewed and what information should and should not be included.
+|structuredtext====Specify a default dashboard===
-Configuration of the Configure Dashboard window is specific to each dashboard. For example, if you open the Configure Dashboard window in the User Actions dashboard, select Editable in the General tab and click Save, Editable will only be selected for the Users Action dashboard.
+===Configure a dashboard===
-For details about each tab in the Configure Dashboard window, refer to one or more of the following sections:
+Configuration of the '''Configure Dashboard''' window is specific to each dashboard. For example, if you open the '''Configure Dashboard''' window in the '''User Actions''' dashboard, select '''Editable''' in the '''General''' tab and click '''Save''', '''Editable''' will only be selected for the Users Action dashboard.
 *{{Link-SomewhereInThisManual|topic=dashboardconfiguration|anchor=general|display text=General}}

@@ Line 23: / Line 23: @@
 '''To open''' the Configure Dashboard window, select the '''Analytics''' menu and click the Configure Dashboard icon [[File:configureDashboardicon.png|link=]] in the top right corner of the Analytics screen.
 {{AnchorDiv|general}}
@@ Line 99: / Line 101: @@
 {{!}}Select optional time fields to be displayed in the format selected in Display time format.
 {{!}}}
-[[File:Cd timesettings tab.png|550px]]
+[[File:Time settings tab.png|550x550px]]
 {{AnchorDiv|fieldsformatting}}
 ===Fields formatting===

@@ Line 6: / Line 6: @@
 |ComingSoon=No
 |Platform=GenesysEngage-cloud
 |Section={{Section
 |alignment=Vertical
 |structuredtext=The Configure Dashboard window contains 5 tabs that enable you to determine how the specific Analytics dashboard should be viewed and what information should and should not be included.
@@ Line 87: / Line 82: @@
 ===Time Settings===
-In the Configure Dashboard > General tab (see image below) you can change one or more of the following options:
+In the Configure Dashboard > Time Settings tab (see image below) you can change one or more of the following options:
 <br>
@@ Line 124: / Line 119: @@
 <br>
 [[File:Fieldsformatting.png|550px]]
 |Status=No
 }}{{Section
@@ Line 131: / Line 124: @@
 |anchor=RelatedTopics
 |alignment=Vertical
 |structuredtext=*{{Link-SomewhereInThisManual|topic=dashboardrowconfig|anchor=top|display text=Configure a Dashboard Row}}
 *{{Link-SomewhereInThisManual|topic=createpanel|anchor=top|display text=Create an Analytics Dashboard Panel}}
 |Status=No
 }}
 }}

@@ Line 5: / Line 5: @@
 |Context=Learn how to configure a Dashboard.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Prereq=
 |Section={{Section

PEC-OU/Current/CXContact/dashboardconfiguration - Revision history

WikiSysop at 19:01, July 18, 2022

WikiSysop at 17:45, April 11, 2022

Arjun.D.IX: Published

Arjun.D.IX: Published

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

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

Bgrenon: Published

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

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