Analytics - Creating Custom Dashboards

After saving custom reports, you can create custom dashboards using display tiles that link to your saved reports or tiles that change color as call drivers reach various thresholds.
 

Initial Setup

Before you can add content to your dashboard, you must first name and describe your custom dashboard:

1. Log in to the voice analytics portal.
    
2. Click Monitoring at the top of the screen.
    
3. Select the Custom tab.
    
4. Enter a Dashboard Name and a Dashboard Description.
    
5. Click the Add Item button to begin adding content to your custom dashboard.
   
   
    

Adding a Saved Report Tile

Before beginning this process, ensure you have a saved report. Follow the steps below to add a tile to your custom dashboard that includes a saved report:
 

1. Select the Saved Reports button from the pop-up message next to the new tile outline.
   
   
    
2. The pop-up will update to include several tabs to work through:
    
   1. Tab 1: Enter a Title.
      
      
      
       
   2. Tab 2: Select the report to display.
      
      
       
   3. Tab 3: Choose the layout of the report.
      
      
       
   4. Tab 4: Choose to show or hide the legend.
      
      
       
3. Click the Update button to add the report.
    

Adding a Monitoring Tile

1. Select the Call Type button from the pop-up message next to the new tile outline.
    
2. The pop-up will update to include several tabs to work through:
    
   1. Tab 1: Enter a Title for the tile.
      
      
      
       
   2. Tab 2: Choose the level at which the data will be filtered.
      
      
       
   3. Tab 3: Select the users, locations, or call groups to display.
      
      
       
   4. Tab 4: Choose the types of calls to show.
      
      
       
   5. Tab 5: Set the background color based on your desired ranges. Additional ranges can be added using the + icon. Clicking the infinity symbol (∞) allows you to add an upper limit.
      
      
       
3. Click Update to add the monitoring report to the screen.
    

Adding a Gamification Tile

1. Click Add Item on the right side of the screen.
    
2. Click Gamification in the Add element pop-up window.
    
3. The pop-up will update to include several tabs to work through:
    
   1. Tab 1: Enter a Title.
      
      
       
   2. Tab 2: Choose the type of data to show on the dashboard, including a user ranking or ranking of Locations, Phone Numbers, and Call Groups.
      
      
       
   3. Tab 3: Select the specific Users, Locations, or Call Groups to display.
      
      
       
   4. Tab 4: Choose the type of data.
      
      
       
   5. Tab 5: Choose the number of top entries shown on one screen (the gamification dashboard will continuously refresh to show all entries).
      
      
       
   6. Tab 6: Select the Style.
      
      
       
4. Click Update to add the tile.