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

WikiSysop at 17:16, August 25, 2022

2022-08-25T17:16:25Z

Monique.gionet@genesys.com: Published

2021-08-03T17:17:54Z

Published

Olena.chapovska@genesys.com: Published

2021-01-14T17:25:03Z

Published

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

2020-07-25T02:33:56Z

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

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

2020-07-15T11:46:51Z

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

Bgrenon: Published

2020-06-08T14:42:49Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Manage Report Templates
|TocName=Manage Report Templates
|Context=Create and use Genesys Pulse templates to simplify widget creation.
|Dimension=RealTime
|ComingSoon=No
|Platform=PureEngage
|Role=Supervisor
|Application=Pulse Reporting
|Prereq=
|Section={{Section
|sectionHeading=
|anchor=
|alignment=Vertical
|Media=
|image=
|structuredtext=You can create and use templates to simplify widget creation. Any users with the appropriate privileges can create or modify the templates. You can then create various widgets using your report template.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Settings
|anchor=
|alignment=Horizontal
|Media=Image
|image=Pulse9.0WidgetTemplate.png
|structuredtext=To manage shared widget templates, select '''Manage'''.

The easiest way to create a template is to clone and edit an existing widget template within Genesys Pulse. 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 the available templates.

To create a widget template, you must add or configure:

*One or more object types.
*One or more statistics (at least one non-string statistic).
*One widget type with specific options to display the information.

You can hide or unhide the statistics and display options when you create or edit widgets.
|structuredtextwide={{NoteFormat|You can clone the Text Widget template to create your own presets for further use.|2}}{{NoteFormat|You can edit only user-created templates, unless the '''editable_templates''' option in the '''[pulse]''' section of the Genesys Pulse Application object is set to true. Genesys Pulse overwrites any changes made to predefined templates with the original predefined templates every time Genesys Pulse starts, unless you set the '''[pulse]/install_templates''' option to <tt>false</tt>.|}}
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Hide Templates from Other Users
|anchor=
|alignment=Horizontal
|Media=Image
|image=Pulse9.0HideTemplate.png
|structuredtext=When you create your widget templates you can choose to prevent others from seeing and using your templates.

When you save your templates, choose the option '''Save to Genesys Configuration Server'''.

Then, from the template management, click '''Link to Configuration Manager''' on the right under '''Access Groups'''.

From here, you can define what permissions people have for your templates.
|structuredtextwide={{NoteFormat|To prevent other users from using your widget templates, you must have the GAX permissions: Access Configmanager; Read Scripts; and Create/Full Control of Scripts.|}}
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Select Statistics
|anchor=
|alignment=Horizontal
|Media=Image
|image=Pulse_85105_PredefStat.png
|structuredtext=Within the Genesys Pulse statistic definition, you can specify statistic parameters regardless of whether they are available on any Stat Server in your environment. This means you must also update the Stat Server options to ensure that the Stat Server connected to Genesys Pulse contains the corresponding options (for example, statistic types and filters). You can show or hide statistics as needed.

You must add at least one non-string statistic.

Choose the statistics and {{Link-SomewhereInThisManual|topic=RTRStatProperties|anchor=|display text=properties}} to include in your template. See {{Link-SomewhereInThisManual|topic=RTRTemplatesA|anchor=|display text=report templates and statistics details}}.

Genesys Pulse displays statistic details when you select a statistic. This information includes the components of the StatType definition and other parameters that form the request that Genesys Pulse sends to Stat Server. You can modify a statistic definition within Genesys Pulse when you create, clone, or edit a template.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Display Options
|anchor=
|alignment=Horizontal
|Media=Image
|image=Pulse_9.0.0_DisplayOptions.png
|structuredtext=Define the display options of your report widget to validate your template. This is what users see, but they can then {{Link-SomewhereInThisManual|topic=RTRUserAccess|anchor=|display text=change the options on their own dashboard}} while they {{Link-SomewhereInThisManual|topic=RTRWidgets|anchor=|display text=create}} or edit widgets.

*Name the report widget and provide title.
*Select the {{Link-SomewhereInThisManual|topic=RTRWidgetTypes|anchor=|display text=Widget Type}} to display.
*Select additional available options.<br />'''Note:''' The maximum value for the bar charts in List and KPI widgets is the maximum value of all the objects selected for the statistic in this widget or the maximum value of the alert configured for this widget.
*Select options associated with the visualization (for example, size).
|structuredtextwide={{NoteFormat|The Line widget type is not available in the Template Wizard. You can choose this type when you create a widget with individually (not By Group) selected objects.|2}}
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Propagate Template Changes
|anchor=
|alignment=Horizontal
|Media=Image
|image=Pulse9.0PropagateTemplateChanges.png
|structuredtext=When editing is finished and you click '''Save''', Genesys Pulse displays a list of all user widgets that use the template. Genesys Pulse lists the titles and owners of the widgets.

*Select which widgets should be updated.
*If needed, Genesys Pulse provides the <tt>Overwrite Display Options and Alerts for selected widgets</tt> checkbox.
**If you select the checkbox, Genesys Pulse updates the widget type, headline, all other display options in the widgets (except refresh rate) and configuration of Alerts for statistics, as well as the statistic definitions and allowed object types.
**If you do not select the checkbox, Genesys Pulse updates only the statistic definitions and allowed object types.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=What do I do next?
|anchor=
|alignment=Vertical
|Media=
|image=
|structuredtext=You might want to learn more about:
*{{Link-SomewhereInThisManual|topic=RTRWidgetTypes|anchor=|display text=Widget Types}}
*{{Link-SomewhereInThisManual|topic=RTRReports|anchor=|display text=Popular real-time reports}}
*{{Link-SomewhereInThisManual|topic=RTRWidgetExternal|anchor=|display text=Displaying external content using an IFRAME widget}}
*{{Link-SomewhereInThisManual|topic=RTRStatProperties|anchor=|display text=Statistic properties}}
*{{Link-SomewhereInThisManual|topic=RTRFormulas|anchor=|display text=Report formulas}}
*{{Link-SomewhereInThisManual|topic=RTRFunctions|anchor=|display text=Template function library}}
|structuredtextwide=
|FAQHeading=
|Status=No
}}
}}

@@ Line 13: / Line 13: @@
 |structuredtext=You can create and use templates to simplify widget creation. Any users with the appropriate privileges can create or modify the templates. You can then create various widgets using your report template.
 |Status=No
 }}{{Section
 |sectionHeading=Settings

@@ Line 18: / Line 18: @@
 |Media=Image
 |image=Pulse9.0WidgetTemplate.png
 |structuredtext=To manage shared widget templates, select '''Manage'''.
@@ Line 33: / Line 34: @@
 }}{{Section
 |sectionHeading=Hide Templates from Other Users
 |alignment=Horizontal
 |Media=Image
 |image=Pulse9.0HideTemplate.png
 |structuredtext=When you create your widget templates you can choose to prevent others from seeing and using your templates.
@@ Line 50: / Line 53: @@
 |Media=Image
 |image=Pulse_85105_PredefStat.png
 |structuredtext=Within the Genesys Pulse statistic definition, you can specify statistic parameters regardless of whether they are available on any Stat Server in your environment. This means you must also update the Stat Server options to ensure that the Stat Server connected to Genesys Pulse contains the corresponding options (for example, statistic types and filters). You can show or hide statistics as needed.
@@ Line 63: / Line 67: @@
 |Media=Image
 |image=Pulse_9.0.0_DisplayOptions.png
 |structuredtext=Define the display options of your report widget to validate your template. This is what users see, but they can then {{Link-SomewhereInThisManual|topic=RTRUserAccess|anchor=|display text=change the options on their own dashboard}} while they {{Link-SomewhereInThisManual|topic=RTRWidgets|anchor=|display text=create}} or edit widgets.
@@ Line 76: / Line 81: @@
 |Media=Image
 |image=Pulse9.0PropagateTemplateChanges.png
 |structuredtext=When editing is finished and you click '''Save''', Genesys Pulse displays a list of all user widgets that use the template. Genesys Pulse lists the titles and owners of the widgets.

@@ Line 9: / Line 9: @@
 |Role=Supervisor
 |Application=Pulse Reporting
 |Section={{Section
 |alignment=Vertical
 |structuredtext=You can create and use templates to simplify widget creation. Any users with the appropriate privileges can create or modify the templates. You can then create various widgets using your report template.
 |Status=No
 }}{{Section
 |sectionHeading=Settings
 |alignment=Horizontal
 |Media=Image
@@ Line 37: / Line 29: @@
 You can hide or unhide the statistics and display options when you create or edit widgets.
-|structuredtextwide={{NoteFormat|You can clone the Text Widget template to create your own presets for further use.|2}}{{NoteFormat|You can edit only user-created templates, unless the '''editable_templates''' option in the '''[pulse]''' section of the Genesys Pulse Application object is set to true. Genesys Pulse overwrites any changes made to predefined templates with the original predefined templates every time Genesys Pulse starts, unless you set the '''[pulse]/install_templates''' option to <tt>false</tt>.|}}
+|structuredtextwide={{NoteFormat|You can clone the Text Widget template to create your own presets for further use.|2}}
 |Status=No
 }}{{Section
 |sectionHeading=Hide Templates from Other Users
 |alignment=Horizontal
 |Media=Image
@@ Line 54: / Line 44: @@
 From here, you can define what permissions people have for your templates.
 |structuredtextwide={{NoteFormat|To prevent other users from using your widget templates, you must have the GAX permissions: Access Configmanager; Read Scripts; and Create/Full Control of Scripts.|}}
-|FAQHeading=
+|Status=Yes
 }}{{Section
 |sectionHeading=Select Statistics
 |alignment=Horizontal
 |Media=Image
@@ Line 69: / Line 57: @@
 Genesys Pulse displays statistic details when you select a statistic. This information includes the components of the StatType definition and other parameters that form the request that Genesys Pulse sends to Stat Server. You can modify a statistic definition within Genesys Pulse when you create, clone, or edit a template.
 |Status=No
 }}{{Section
 |sectionHeading=Display Options
 |alignment=Horizontal
 |Media=Image
@@ Line 85: / Line 70: @@
 *Select options associated with the visualization (for example, size).
 |structuredtextwide={{NoteFormat|The Line widget type is not available in the Template Wizard. You can choose this type when you create a widget with individually (not By Group) selected objects.|2}}
 |Status=No
 }}{{Section
 |sectionHeading=Propagate Template Changes
 |alignment=Horizontal
 |Media=Image
@@ Line 99: / Line 82: @@
 **If you select the checkbox, Genesys Pulse updates the widget type, headline, all other display options in the widgets (except refresh rate) and configuration of Alerts for statistics, as well as the statistic definitions and allowed object types.
 **If you do not select the checkbox, Genesys Pulse updates only the statistic definitions and allowed object types.
 |Status=No
 }}{{Section
 |sectionHeading=What do I do next?
 |alignment=Vertical
 |structuredtext=You might want to learn more about:
 *{{Link-SomewhereInThisManual|topic=RTRWidgetTypes|anchor=|display text=Widget Types}}
 *{{Link-SomewhereInThisManual|topic=RTRReports|anchor=|display text=Popular real-time reports}}
@@ Line 115: / Line 94: @@
 *{{Link-SomewhereInThisManual|topic=RTRFormulas|anchor=|display text=Report formulas}}
 *{{Link-SomewhereInThisManual|topic=RTRFunctions|anchor=|display text=Template function library}}
 |Status=No
 }}
 }}

@@ Line 6: / Line 6: @@
 |Dimension=RealTime
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Supervisor
 |Application=Pulse Reporting

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

WikiSysop at 17:16, August 25, 2022

Monique.gionet@genesys.com: Published

Olena.chapovska@genesys.com: 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"