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IconDescription

Information Menu (Information Menu icon)

Enables you to view information about LiveVox (including customer support) and the user guide.

User Menu (User Menu icon)

Enables you to log out of Wallboard and view who is logged on to Wallboard.

Refresh all the panels (Refresh all the panels icon)

Enables you to refresh all the panels on the dashboard.

Dashboard layout (Dashboard layout icon)

Enables you to select the number of columns that you want to be displayed in the upper, middle, or lower area of the dashboard. The maximum number of columns that can be displayed in an area is five. To view the panels for an area, select the Show checkbox next to the area.
Dashboard Layout OpenedImage Added

Fullscreen (Fullscreen icon)

Enables you to hide the upper frame that displays the LiveVox logo and the Dashboard tab.

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  • Personal: Represents a dashboard that only you can view.
  • Shared: Represents a dashboard that any user within your organization can view.
  • LiveVox: Represents a dashboard (template) that is configured by LiveVox.

    Infotip

    You can copy any type of dashboard and then modify it as needed.


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  • Dashboard: Indicates the name of a dashboard.
  • Type: Indicates the type of a dashboard (personal, shared, or template). 

    Infotip

    To change the type of a dashboard to personal (only you can access) or shared (any user can access), on the Dashboard menu, double-click the value, and then, as required, change the value to PERSONAL or SHARED.


  • Default: Indicates if a dashboard is displayed by default when you log on to Wallboard. 

    Infotip

    To display a dashboard by default when you log on to Wallboard, select the option in the Default column.


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Info

You can create as many dashboards as you need.

Panel Views

When designing a panel, you can specify the view in which you want the panel to appear on the dashboard.
View Options in the Editor WindowImage Removed

The following table contains an image as an example to represent each view.

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Horizontal ArrayImage Removed

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Vertical ArrayImage Removed

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Bar ChartImage Removed

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Column ChartImage Removed

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Grid Image Removed

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Pie ChartImage Removed

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SpeedometerImage Removed

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Sunburst ChartImage Removed

To create a dashboard and design its panel:

  1. On the Dashboard menu, click Create a new dashboard icon (Create a New Dashboard iconImage Added).
    The New dashboard row appears in the Personal section.

    Info

    You can change the type of dashboard (shared or personal) anytime.

    A dashboard is created.

  2. Specify a name for the dashboard, and then click anywhere.

    Info

    You can rename the dashboard anytime.

    The New panel window appears

To create a dashboard and design its panel:

  1. On the Dashboard menu, click Create a new dashboard icon (Create a New Dashboard iconImage Removed).
    The New dashboard row appears in the Personal section.

    Info

    You can change the type of dashboard (shared or personal) anytime.

    A dashboard is created.

    Specify a name for the dashboard, and then click anywhere.

    Info

    You can rename the dashboard anytime.

    The New panel window appears.

    Info

    You can rename the panel anytime.

    rename the panel anytime.


  2. Click the Edit this panel icon (Edit this panel icon).
    The Editor window appears. 

    Infotip

    You can modify the font size and the frame color for the panel by using editor window gear iconImage Modified.


    Info
    • The default view of the panel is a grid (with rows and columns). You can, however, change the view. For more information, see the Panel Views section.
    • The names of the tabs that appear in the Editor window depend on the view. For example, for the grid view, the Rows and Columns tabs appear, whereas, for the bar chart view, the Bars and Topic tabs appear. For more information, see the Panel Views section.


    Note

    The following steps in

    Note

    The following steps in this procedure assume that you have retained the default view (Grid). 


  3. On the Rows tab, click expand icon.
    The following options (subjects) appear:
    • Agencies, call centers and services
    • Agents

  4. Select the subject for which you want to display the metrics on the panel.
    Parameters related to the selected subject appear, each displaying a checkbox.
  5. Select the checkbox next to each parameter for which you want to display the metrics on the panel.

    Infotip
    • To
    select all the parameters
    • filter the parameters based on a name, in the Filter by label box, enter the name.
    • To select all the parameters at once, select the checkbox next to the subject.
    • To view only the selected parameters, click the Filter options icon (Filter options iconImage Added), and then select the Show selected only checkbox.


  6. On the Columns tab, click expand icon.
    The following options (statistic types) appear:
    • Historical stats: Statistics for the last two hours.
    • Real-time context: Statistics in real time.
  7. Select the statistic type for which you want to display the parameters on the panel.
    Parameters related to the selected statistic type appear, each displaying a checkbox.

    Tip

    If you selected the Historical stats statistic type, the Interval menu appears, from which you can select one of the following intervals for historical statistics:

    • Custom interval (a period that you want)
    • Day so far
    • Last two hours
    • Last hour
    • Last 30 minutes
    • Last 15 minutes


    Info
    • To learn about a parameter, hover
    Info
    • To learn about a parameter, hover over it. For more information about the parameters, see the Statistics section.
    • Some parameters appear in a color other than black. The parameters that appear in the same color together represent a group (nuclear family). This group is used in the calculation of percentages in some panels of the dashboard.
      Parameter Groups


  8. Select the checkbox next to each parameter for which you want to display the metrics on the panel.

    Infotip
    • To
    select all
    • filter the parameters
    at once, select the
    • based on a name, in the Filter by label box, enter the name.
    • To select all the parameters at once, select the checkbox next to the statistic type.
    • To view only the selected parameters, click the Filter options icon (Filter options iconImage Added), and then select the Show selected only checkbox.


  9. If you want to define the service-level agreement (SLA) values (limits) the statistics for the applicable parameters (based on which warnings and alerts are displayed):
    1. Click the SLA tab
      A table with the selected statistic parameters appears.
      SLA TabImage Removed
    2. In the row displaying the parameters for which you want to define SLA values, in the Too low and Too high columns, specify values in the Violation and Warning subcolumns.
    3. If you want the SLA values that you have defined for a parameter to take precedence over the default SLA values, select the Override checkbox in the row displaying that parameter.

    Click Apply.
    A preview of your changes appears in the New Panel window.

    Info
    • If a chart was displayed in the New Panel window, it is updated to reflect the SLA limits that you specified.
    • You can display the values in the panel as one of the following by using new panel window gear iconImage Removed:
      • Percentages only
      • Values and percentages
      • Values only
    • You can revert all your changes (before you save them) by using the Undo pending edits icon (Undo pending edits iconImage Removed).
  10. Click the Save changes icon (Save changes iconImage Removed).
    Your changes are saved.

Info

To create another panel for the dashboard, on the Panel menu, use the Add a panel to the selected dashboard icon (Image Removed).
Panel MenuImage Removed

Panel Views

When designing a panel, you can specify the view in which you want the panel to appear on the dashboard.
View Options in the Editor WindowImage Removed

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  1. selected parameters to be sorted in ascending or descending order:
    1. On the Sort By menu, click the Add a new sort criterion icon (Add a new sort criterion iconImage Added).
      Sort By MenuImage Added
    2. Double-click the Sort By cell.
      The selected parameters appear.
    3. Select the parameter whose statistics you want to be sorted in ascending or descending order, and then select the option in the ASC or DESC column as required.

      Tip
      • You can add multiple sort criteria by using Add a new sort criterion iconImage Added.
      • You can modify the order of sorting by using the drag-and-drop operation within the table.
      • You can delete a sort criterion by using the Delete the selected criterion icon (Delete the selected criterion iconImage Added).


  2. If you want to define the service-level agreement (SLA) values (limits) for the applicable parameters (based on which warnings and alerts are displayed):
    1. Click the SLA tab
      A table with the selected statistic parameters appears.
      SLA TabImage Added
    2. In the row displaying the parameters for which you want to define SLA values, in the Too low and Too high columns, specify values in the Violation and Warning subcolumns.
    3. If you want the SLA values that you have defined for a parameter to take precedence over the default SLA values, select the Override checkbox in the row displaying that parameter.
  3. Click Apply.
    A preview of your changes appears in the New Panel window.

    Info
    • If a chart was displayed in the New Panel window, it is updated to reflect the SLA limits that you specified.
    • You can display the values in the panel as one of the following by using new panel window gear iconImage Added:
      • Percentages only
      • Values and percentages
      • Values only


    Tip

    You can revert all your changes (before you save them) by using the Undo pending edits icon (Undo pending edits iconImage Added).


  4. Click the Save changes icon (Save changes iconImage Added).
    Your changes are saved.

Tip

To create another panel for the dashboard, on the Panel menu, use the Add a panel to the selected dashboard icon (Image Added).
Panel MenuImage Added

Panel Views

When designing a panel, you can specify the view in which you want the panel to appear on the dashboard.

View Options in the Editor WindowImage Added

The following table contains an image as an example to represent each view.

ViewExample
Array (horizontal)

Horizontal ArrayImage Added

Array (vertical)

Vertical ArrayImage Added

Bar chart

Bar ChartImage Added

Column chart

Column ChartImage Added

Grid

Grid Image Added

Pie chart

Pie ChartImage Added

Speedometer

SpeedometerImage Added

Sunburst chart

Sunburst ChartImage Added

The following table contains the names of the tabs that appear in the Editor window for a panel for each view.

ViewTabs
Array (horizontal)
Topic, Tiles
Array (vertical)
Bar chartBars, Topic
Column chart
GridRows, Columns
Pie chartPie wedges, Topic
SpeedometerTopic, Measure
Sunburst chartSunburst wedges, Topic


Tip

In the Editor window, you can select the colors for the bar, column, pie, and sunburst charts by using the Colors menu.
Colors MenuImage Added


Viewing a Dashboard and its Panels

To view a dashboard and its panels:

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  • Upper area: Represents a panel that appears in the upper area of a screen.
  • Middle area: Represents a panel that appears in the middle area of a screen.
  • Lower area: Represents a panel that appears in the lower area of a screen.
Notetip

You can change the area of a panel by dragging it to the area where you want it, within the table. 

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  • Add a panel to the selected dashboard (Create a New Dashboard icon): Enables you to create a panel for the dashboard that you have selected on the Dashboard menu.
  • Rename the selected panel (Rename the selected dashboard icon): Enables you to rename a panel.
  • Duplicate the selected panel (Duplicate the selected dashboard icon): Enables you to copy a panel.
  • Delete the selected panel (Delete the selected dashboard icon): Enables you to delete a panel.

    Note

    Before you can rename, copy, or delete a panel, you must select the panel on the Panel menu.


Panel Menu

Report Type

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SLA

Supervisor Agent State Change

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