PEC-REP/Current/RT/GetStarted - Revision history

Tgilchri: video

2022-08-23T18:19:28Z

video

WikiSysop at 13:45, June 17, 2022

2022-06-17T13:45:42Z

WikiSysop at 20:31, June 1, 2022

2022-06-01T20:31:06Z

WikiSysop at 20:15, June 1, 2022

2022-06-01T20:15:45Z

Tgilchri: Published

2022-05-18T12:21:03Z

Published

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

2020-07-25T02:34:12Z

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

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

2020-07-15T11:45:23Z

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

Bgrenon: Published

2020-06-08T14:21:29Z

Published

New page

{{GetStarted
|DisplayName=Get Started with Genesys Pulse
|Role=Supervisor
|TocName=Getting Started
|Dimension=RealTime
|Platform=PureEngage
|ComingSoon=No
|Context=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.
|appname=Pulse Reporting
|overviewtext=
|requirements=
|logintype=No
|loginextra=
|abouttext=Genesys Pulse provides at-a-glance views of real-time contact center statistics on dashboards within the user interface.
{{NoteFormat|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.}}
|UITab=
|AppSection={{AppSection
|appSectionHeading=Access Reports
|appSectionAlignment=Horizontal
|appSectionImage=Pulse9.0OpenDashboard.png
|appSectionGif=No
|appSectionVideo=
|appSectionAnchor=
|appSectionText=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.
|appfullwidth=No
|appSectionTextwide=
}}{{AppSection
|appSectionHeading=Manage Dashboards and Wallboards
|appSectionAlignment=Horizontal
|appSectionImage=Pulse9.0DashMoreIcon.png
|appSectionGif=No
|appSectionVideo=
|appSectionAnchor=
|appSectionText=Use tabs to manage {{Link-SomewhereInThisManual|topic=RTRUserAccess|anchor=top|display text=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.
|appfullwidth=No
|appSectionTextwide=
}}{{AppSection
|appSectionHeading=Use Report Widgets
|appSectionAlignment=Horizontal
|appSectionImage=Pulse9.0WidgetActions.png
|appSectionGif=No
|appSectionVideo=
|appSectionAnchor=
|appSectionText={{Link-SomewhereInThisManual|topic=RTRWidgetTypes|anchor=top|display text=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 {{Link-SomewhereInThisManual|topic=RTRWidgets|anchor=top|display text=add new widgets to your dashboard}}.
|appfullwidth=No
|appSectionTextwide=
}}{{AppSection
|appSectionHeading=Expand Reports to Dashboard
|appSectionAlignment=Horizontal
|appSectionImage=Pulse9.0ExpandWidget.png
|appSectionGif=No
|appSectionVideo=
|appSectionAnchor=
|appSectionText=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
**:[[File:Pulse9.0TimeTracking.png]]
**Grouped Bar
**:[[File:Pulse9.0GroupedBar.png]]
**Stacked Bar
**:[[File:Pulse9.0StackedBar.png]]
**Stacked Bar
**Data
**:Starting with release 9.0.001, new options are available in the <tt>Customize</tt> menu:
**:*'''Row Density''':<br /><tt>Comfy</tt> (default) or <tt>Compact</tt>
**:*'''Row Color Contrast''':<br /><tt>Low</tt> (default) or <tt>High</tt>
**:*'''Reset Column Width''' - resets columns width to default values.
**:[[File:Pulse_DataViewOptions_90001.png]]
|appfullwidth=No
|appSectionTextwide=
}}{{AppSection
|appSectionHeading=What do I do next?
|appSectionAlignment=Vertical
|appSectionImage=
|appSectionGif=No
|appSectionVideo=
|appSectionAnchor=
|appSectionText=You might want to learn more about:

*{{Link-SomewhereInThisManual|topic=RTRUserAccess|anchor=top|display text=Manage dashboards and wallboards}}
*{{Link-SomewhereInThisManual|topic=RTRDashboardExample|anchor=top|display text=Dashboard and wallboard examples}}
*{{Link-SomewhereInThisManual|topic=RTRWidgets|anchor=top|display text=Add report widgets}}
*{{Link-SomewhereInThisManual|topic=RTRReports|anchor=top|display text=Popular real-time reports}}
*{{Link-SomewhereInThisManual|topic=RTRWidgetExternal|anchor=top|display text=Display external content using an IFRAME widget}}
|appfullwidth=
|appSectionTextwide=
}}
}}

@@ Line 16: / Line 16: @@
 |appSectionVideo=719137971
 |appSectionAnchor=VideoGetStarted
-|appSectionText=Learn how to access and use Genesys Pulse.
+|appSectionText=Watch this video to learn how to access and use Genesys Pulse.
 |appfullwidth=No
 }}{{AppSection

@@ Line 11: / Line 11: @@
 {{NoteFormat|What you see in Genesys Pulse depends on your contact center and your role within it. 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.|}}
 |AppSection={{AppSection
 |appSectionHeading=Access Reports
 |appSectionAlignment=Horizontal

@@ Line 24: / Line 24: @@
 |appSectionImage=Pulse9.0DashMoreIcon.png
 |appSectionGif=No
-|appSectionText=Use tabs to manage {{Link-SomewhereInThisManual|topic=RTRUserAccess|anchor=top|display text=Genesys Pulse dashboards and wallboards}}. For more options, click the '''More''' icon in the upper right corner of the dashboard:
+|appSectionText=Use tabs to manage {{Link-SomewhereInThisManual|topic=RTRUserAccess|anchor=top|display text=Genesys Pulse dashboards and wallboards}}. For more options, click the '''More''' kebab menu (the three vertical dots menu) in the upper right corner of the dashboard:
 *'''Add a Widget'''&mdash;Add a new widget to the dashboard or wallboard.
@@ Line 58: / Line 58: @@
 |appSectionImage=Pulse9.0ExpandWidget.png
 |appSectionGif=No
-|appSectionText=To see a detailed view of your report, click the '''More''' icon in the upper right corner of a widget and select '''Expand to Tab'''. This expanded report opens within a new tab, so it doesn't impact your initial dashboard.
+|appSectionText=To see a detailed view of your report, click '''More''' in the upper right corner of a widget and select '''Expand to Tab'''. This expanded report opens within a new tab, so it doesn't impact your initial dashboard.
 You can:

@@ Line 4: / Line 4: @@
 |TocName=Getting Started
 |Dimension=RealTime
 |ComingSoon=No
 |Context=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.
 |appname=Pulse Reporting
 |logintype=No
 |abouttext=Genesys Pulse provides at-a-glance views of real-time contact center statistics on dashboards within the user interface.
-{{NoteFormat|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.}}
+{{NoteFormat|What you see in Genesys Pulse depends on your contact center and your role within it. 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.|}}
 |AppSection={{AppSection
 |appSectionHeading=Access Reports
@@ Line 20: / Line 15: @@
 |appSectionImage=Pulse9.0OpenDashboard.png
 |appSectionGif=No
-|appSectionVideo=
+|appSectionText=To see the real-time reports, open the Genesys Pulse dashboard.
-Reports are displayed in widgets, which can easily be expanded to dashboard size to display additional detail.
+Reports are displayed in widgets, which you can expand to dashboard size to view more detail.
 |appfullwidth=No
 }}{{AppSection
 |appSectionHeading=Manage Dashboards and Wallboards
@@ Line 32: / Line 24: @@
 |appSectionImage=Pulse9.0DashMoreIcon.png
 |appSectionGif=No
-|appSectionVideo=
+|appSectionText=Use tabs to manage {{Link-SomewhereInThisManual|topic=RTRUserAccess|anchor=top|display text=Genesys Pulse dashboards and wallboards}}. For more options, click the '''More''' icon in the upper right corner of the dashboard:
 *'''Add a Widget'''&mdash;Add a new widget to the dashboard or wallboard.
@@ Line 41: / Line 31: @@
 *'''Customize'''&mdash;Change the name, description, and other options of the dashboard or wallboard.
 *'''Download'''—Export dashboard or wallboard in JSON format.
-*'''Launch'''&mdash;Launch a wallboard.
+*'''Launch'''&mdash;Open a wallboard.
 *'''Publish'''&mdash;Share the unpublished dashboard or wallboard.
 *'''Save As'''&mdash;Save a new copy of the published dashboard or wallboard.
-*'''Update Shared Copy'''&mdash;Overwrite the published copy of the dashboard or wallboard.
+*'''Update Shared Copy'''&mdash;Replace the published copy of the dashboard or wallboard.
 |appfullwidth=No
 }}{{AppSection
 |appSectionHeading=Use Report Widgets
@@ Line 52: / Line 41: @@
 |appSectionImage=Pulse9.0WidgetActions.png
 |appSectionGif=No
 |appSectionText={{Link-SomewhereInThisManual|topic=RTRWidgetTypes|anchor=top|display text=Genesys Pulse widgets}} display Donut, Data, Key Performance Indicator (KPI), Time Tracking, or List charts of key statistics for objects on your dashboard.
@@ Line 60: / Line 47: @@
 *'''Clone'''&mdash;Create a copy of the widget.
 *'''Delete'''&mdash;Delete the widget.
-*'''Download'''&mdash;Download the report data as a CSV file.
+*'''Download'''&mdash;Download the report data as a .csv file.
-*'''Edit'''&mdash;Make changes to the widget.
+*'''Edit'''&mdash;Edit the widget.
 *'''Expand to Tab'''&mdash;See an expanded, detailed view of the report.
 You can also {{Link-SomewhereInThisManual|topic=RTRWidgets|anchor=top|display text=add new widgets to your dashboard}}.
 |appfullwidth=No
 }}{{AppSection
 |appSectionHeading=Expand Reports to Dashboard
@@ Line 72: / Line 58: @@
 |appSectionImage=Pulse9.0ExpandWidget.png
 |appSectionGif=No
-|appSectionVideo=
+|appSectionText=To see a detailed view of your report, click the '''More''' icon in the upper right corner of a widget and select '''Expand to Tab'''. This expanded report opens within a new tab, so it doesn'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.
+*Download the report data as a .csv file by selecting '''Download Widget''' from the '''More''' menu.
 *Sort options, define objects, and define statistics.
-*View different chart types available in the expanded widget:
+*View various chart types available in the expanded widget:
 **Time Tracking
 **:[[File:Pulse9.0TimeTracking.png]]
@@ Line 95: / Line 80: @@
 **:[[File:Pulse_DataViewOptions_90001.png]]
 |appfullwidth=No
 }}{{AppSection
 |appSectionHeading=What do I do next?
 |appSectionAlignment=Vertical
 |appSectionGif=No
-|appSectionVideo=
+|appSectionText=Learn more about related topics:
 *{{Link-SomewhereInThisManual|topic=RTRUserAccess|anchor=top|display text=Manage dashboards and wallboards}}
@@ Line 110: / Line 91: @@
 *{{Link-SomewhereInThisManual|topic=RTRReports|anchor=top|display text=Popular real-time reports}}
 *{{Link-SomewhereInThisManual|topic=RTRWidgetExternal|anchor=top|display text=Display external content using an IFRAME widget}}
 }}
 }}

PEC-REP/Current/RT/GetStarted - Revision history

Tgilchri: video

WikiSysop at 13:45, June 17, 2022

WikiSysop at 20:31, June 1, 2022

WikiSysop at 20:15, June 1, 2022

Tgilchri: 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"