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title | Configuring/Adding Widgets |
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You have the option to configure a range of widgets on your dashboard for monitoring specific data. Choose from the available widgets and customize them according to your needs. To configure widgets: - Click the Monitor tab, click Enterprise.
- Click . The Dashboard Settings pane is displayed.
- The Available Widgets tab displays a list of all the widgets available for a Monitor dashboard. From the Select Monitor Level drop-down list, select the monitor level.
- If you know the widget name, type the name of the widget in the Filter field. Click to view the available widgets in the form of a list. Click to view the available widgets in the form of a grid.
- From the list of available widgets, choose the widget based on what you want to monitor and click the widget. The Dashboard Settings pane is displayed with the sample preview of the widget selected.
- In the Preview Widget section, under Widget Settings, customize the widget as follows:
- In the Widget Name field, change the widget name, as required.
- From the Data Type drop-down list, select the call direction. Choose between Outbound, Blended, and Inbound.
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All widgets do not support all the call directions, namely Outbound, Blended, and Inbound. Depending on the call directions supported by the widget, the Data Type drop-down list options are displayed. |
- Click .
- To update the dashboard with the newly added widget, click .
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title | Modifying the Widgets |
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To modify the widgets on the dashboard: - Click the Monitor tab,
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- Click Image Modified. The Dashboard Settings pane is displayed.
- The Active Widgets tab displays all the widgets that have been added to the dashboard.
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- To filter, select Monitor Level from the Select Monitor Level drop-down list and select the Data Type from the Select Monitor Data Type drop-down list. The widgets are displayed based on the selected filter criteria.
- From the list, hover over the widget you want to modify. Click Image Modified to edit the widget. The Customize Widget pane is displayed with the sample preview of the widget selected.
- In the Preview Widget section, under Widget Settings, customize the widget as follows:
- In the Widget Name field, change the widget name, as required.
- From the Data Type drop-down list, select the call direction. Choose between Outbound, Blended, and Inbound.
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All widgets do not support all the call directions, namely Outbound, Blended, and Inbound. Depending on the call directions supported by the widget, the Data Type drop-down list options are displayed. |
- Click Image Modified.
- To update the dashboard with the newly added widget, click Image Modified.
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To delete a widget on the dashboard: - Click the Monitor tab,
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- click Enterprise.
- Click Image Modified. The Dashboard Settings pane is displayed.
- The Active Widgets tab displays all the widgets that have been added to the dashboard.
- To filter, select Monitor Level from the Select Monitor Level drop-down list and select Data Type from the Select Monitor Data Type drop-down list. The widgets are displayed based on the selected filter criteria.
- From the list, hover over the widget you want to modify. Click Image Modified to delete the widget from the dashboard.
- To update the dashboard with the newly added widget, click Image Modified.
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To change the position of a widget within the Voice Monitor Dashboard, drag the widget to the required position using drag icon Image Modified . |
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You can display widgets on the Voice Monitor Dashboard (such as, Agents, Campaigns, Hold Queue, and Monitor) in a tabular format. You can customize the table to display only the columns you want in the order you want, in addition to specifying the column by which you want the rows to be sorted.
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- For information about how to access the Voice Monitor Dashboard for a given level, see the Monitor Dashboard.
- The tabular format appears when you click the Flip to Table View icon Image Modified on a widget.
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To customize a table: - On the Voice Monitor Dashboard, in the tabular format of the widget, click the Customize Columns icon Image Modified .
The Customize Columns window appears.
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Select the checkboxes next to the columns that you want to be displayed in the table.
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To display all the columns, select the Select All checkbox. |
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Clear the checkboxes next to the columns that you do not want to be displayed.
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You cannot clear the checkboxes next to the columns that are required to be displayed in the table. |
- Click the up or down arrow to change the order of the columns based on how you want them to be displayed in the table.
- In the Sort Order field, select the column based on how you want to order the rows in the table.
- If you want the rows in the table to be displayed in ascending order, select the Ascending checkbox.
- If you want the rows in the table to be displayed in descending order, clear the Ascending checkbox.
- Click Ok.
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Customizing a Widget Table
You can display widgets on the Voice Monitor Dashboard (such as, Agents, Campaigns, Hold Queue, and Monitor) in a tabular format. You can customize the table to display only the columns you want in the order you want, in addition to specifying the column by which you want the rows to be sorted.
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- For information about how to access the Voice Monitor Dashboard for a given level, see the Monitor Dashboard.
- The tabular format appears when you click the Flip to Table View icon Image Added on a widget.
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To customize a table:
- On the Voice Monitor Dashboard, in the tabular format of the widget, click the Customize Columns icon Image Added .
The Customize Columns window appears.
Image Added
Select the checkboxes next to the columns that you want to be displayed in the table.
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To display all the columns, select the Select All checkbox. |
Clear the checkboxes next to the columns that you do not want to be displayed.
Info |
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You cannot clear the checkboxes next to the columns that are required to be displayed in the table. |
- Click the up or down arrow to change the order of the columns based on how you want them to be displayed in the table.
- In the Sort Order field, select the column based on how you want to order the rows in the table.
- If you want the rows in the table to be displayed in ascending order, select the Ascending checkbox.
- If you want the rows in the table to be displayed in descending order, clear the Ascending checkbox.
- Click Ok.
You have customized the table.
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