PEC-REC/Current/User/workingwithdashboard - Revision history

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

2020-07-25T02:32:37Z

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

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

2020-07-15T11:45:41Z

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

Bgrenon: Published

2020-06-08T15:26:49Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Working with dashboards
|Application=Recording
|Role=Administrator
|TocName=Working with dashboards
|Platform=PureEngage
|ComingSoon=No
|Context=Use Dashboards to organize summary information about interactions. A Dashboard provides you with the tools that enable you obtain an overall and complete impression of the business issue you are investigating. For example, you can create a dashboard with a Report widget (to give you a snapshot of metrics and key performance indicators).
|Section={{Section
|alignment=Vertical
|structuredtext=The following procedures enable you to modify an existing dashboard:

*{{Link-SomewhereInThisManual|topic=workingwithdashboard|anchor=renamedashboard|display text=Rename a dashboard}}
*{{Link-SomewhereInThisManual|topic=workingwithdashboard|anchor=changelayout|display text=Change the column layout}}
*{{Link-SomewhereInThisManual|topic=workingwithdashboard|anchor=changeorder|display text=Change the order of the dashboard tabs}}
*{{Link-SomewhereInThisManual|topic=workingwithdashboard|anchor=deletedashboard|display text=Delete a dashboard}}
|Status=No
}}{{Section
|sectionHeading=Rename a dashboard
|alignment=Vertical
|structuredtext=#Select '''Dashboard''' and the name of the dashboard you want to change.
#Click '''Change Settings'''.
#In the '''Title''' field change the name of the dashboard.
#Click '''Save'''.
#Click '''Hide Settings'''.
|anchor=renamedashboard
|Status=No
}}{{Section
|sectionHeading=Change the column layout
|alignment=Vertical
|structuredtext=#Select '''Dashboard''' and the name of the dashboard you want to change.
#Click '''Change Settings'''.
#Under '''Change Columns''' click the desired layout. The layout is applied to the dashboard.
|anchor=changelayout
|Status=No
}}{{Section
|sectionHeading=Change the order of the tabs
|alignment=Vertical
|structuredtext=#Select '''Dashboard''' and any dashboard to open the dashboard tabs.
#Place your mouse over the top corner of the tab you want to move. The mouse pointer changes to a plus.
#Drag the tab to its new location and release the mouse button. The tab is moved to its new location.
|anchor=changeorder
|Status=No
}}{{Section
|sectionHeading=Delete a dashboard
|alignment=Vertical
|structuredtext=#Select '''Dashboard''' and any dashboard name to open the dashboard tabs.
#Select the dashboard you want to delete.
#Click '''Change Settings'''.
#Click '''Delete dashboard'''. A confirmation message appears.
#Click '''Yes'''. The dashboard is deleted.
|anchor=deletedashboard
|Status=No
}}
}}

@@ Line 5: / Line 5: @@
 |Role=Administrator
 |TocName=Working with dashboards
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |ComingSoon=No
 |Context=Use Dashboards to organize summary information about interactions. A Dashboard provides you with the tools that enable you obtain an overall and complete impression of the business issue you are investigating. For example, you can create a dashboard with a Report widget (to give you a snapshot of metrics and key performance indicators).

PEC-REC/Current/User/workingwithdashboard - Revision history

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"