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| Icon | Description |
|---|---|
Information Menu ( | Enables you to view information about LiveVox (including customer support) and the user guide. |
User Menu ( | Enables you to log out of Wallboard and view who is logged on to Wallboard. |
Refresh all the panels ( | Enables you to refresh all the panels on the dashboard. |
Dashboard layout ( | Enables you to view the panels for upper, middle, and lower areas of the dashboard and to select the number of columns that you want to be displayed in the upper, middle, or lower area of the dashboardthose areas. 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. |
Fullscreen ( | Enables you to hide the upper frame that displays the LiveVox logo and the Dashboard tab. |
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Dashboards and Panels
Dashboard Menu
The Dashboard menu contains a table that displays a list of all dashboards, which are grouped into the following types:
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On the Dashboard menu, click Create a new dashboard icon (
).
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.
Click the Edit this panel icon (
).
The Editor window appears.Tip You can modify the font size and the frame color for the panel by using
.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 this procedure assume that you have retained the default view (Grid).
- On the Rows tab, click
.
The following options (subjects) appear:- Agencies, call centers and services
Agents
- 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. Select the checkbox next to each parameter for which you want to display the metrics on the panel.
Tip - To 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 (
), and then select the Show selected only checkbox.
- On the Columns tab, click .
The following options (statistic types) appear:- Historical stats: Statistics for the last two hours.
- Real-time context: Statistics in real time.
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 periods 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 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.
Select the checkbox next to each parameter for which you want to display the metrics on the panel.
Tip - To 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 statistic type.
- To view only the selected parameters, click the Filter options icon (), and then select the Show selected only checkbox.
If you want the statistics for the selected parameters to be sorted in ascending or descending order:
Expand - On the Sort By menu, click the Add a new sort criterion icon (
).
- Double-click the Sort by cell.
A list of selected parameters appears. 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 .
- 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 (
).
- You can add multiple sort criteria by using
- On the Sort By menu, click the Add a new sort criterion icon (
If you want to define the service-level agreement (SLA) values (limits) for the applicable parameters (based on which warnings and alerts are displayed):
Expand - Click the SLA tab
A table with the selected statistic parameters appears.
- 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.
- 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 the SLA tab
Click Apply.
A preview of your changes appears next to the Editor window.In the preview pane, click
.
The Percentages option appears.Info For the pie chart view, the Display mode option also appears hovering over which displays the following options:
- Labels only: Displays a label for each pie of the chart next to the pie.
- Legend only: Displays a section describing each pie of the chart outside the chart.
- Labels & legend: Displays both labels and legend.
- Hover over the Percentages option, and then select one of the following options:
- Percentages only: Displays the statistics in percentages.
- Values only: Displays the statistics in values.
Values & Percentages: Displays the statistics in both values and percentages.
Tip You can revert all your changes (before you save them) by using the Undo pending edits icon ( 
).
Click the Save changes icon (
).
Your changes are saved.
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| Tip |
|---|
In the Editor window, you can select the colors for the bar, column, pie, and sunburst charts by using the Colors menu. |
Viewing a Dashboard and its Panels
To view a dashboard and its panels:
- On the Dashboard menu, select the dashboard that you want to view.
On the Panel menu, select the panel that you want to view.
Tip If you want to view all the panels of a dashboard, on the Panel menu, select All Panels.
The dashboard and the selected panel its panels appear.
| Tip |
|---|
|
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- Upper area: Represents a panel that appears in the upper area of a screenthe dashboard.
- Middle area: Represents a panel that appears in the middle area of a screenthe dashboard.
- Lower area: Represents a panel that appears in the lower area of a screenthe dashboard.
| Tip |
|---|
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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