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The Dashboard is the customizable section with charts that provide a vivid visual representation of the most relevant report data in one place.
It allows you to monitor your customer's activities in real time by providing visual charts on some most crucial information. Here you can find all the charts that were created in the Summary Report, Orig-Term Report and Active Calls sections and exported to the Dashboard.
To know more about charts, visit our "How to create a statistic chart?" article in Knowledge Base.
To start working with this section, please use the quick access toolbar (see the screenshot below):
Screenshot: Dashboard toolbar
- You can have several dashboards in the section. To pick a target dashboard, click on the respective field and select a relevant dashboard (for example, Default) from the drop-down list.
- To view the advanced settings, press the Options button on the toolbar.
- You can change the name of the respective dashboard, specify a new name in the Dashboard name field, click Save and reload the page.
- To copy the dashboard, click Copy and reload the page. Then you select it in the list of available dashboards.
- You can also remove any dashboard. Simply select it, open settings, and click the Delete button.
- To add a relevant chart to the dashboard, click the Show Chart button. Then choose the category of the chart (i.e., Summary report/Orig-Term report/Active Calls) and select the respective chart from the drop-down list. You could add several charts and use the vertical scrolling to browse the dashboard.
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Screenshot: General example of a chart
Screenshot: Orig-Term chart
Screenshot: Active calls chart
Knowledge Base Articles
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