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Viewing a Dashboard and its Panels

To view a dashboard and all its panels:

  1. On the Dashboard menu, select the dashboard that you want to view.

  2. On the Panel menu, select the panel that you want to view. All Panels.
    The dashboard and its panels appear. 

Tip
  • If you want to view

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  • or modify a specific panel of the dashboard, on the Panel menu, select

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tip
  • the panel.
  • The display of the panels on your dashboard depends on the area that you may have selected to be shown. To view the panels assigned to all areas (upper, middle, and lower), click the Dashboard layout icon (Dashboard layout icon), and then select the Show checkbox next to each area. If you want to save your changes for the dashboard, click the Save changes icon (Save changes icon).
    Dashboard Layout Opened
  • The statistics in a panel are refreshed every five seconds as indicated by the movement of the Refresh icon () in the panel.
  • You can modify the position of the panels on a dashboard by dragging them to where you want them within the window.
  • You can define how you want the statistics to be displayed (percentages, values, or both) by using gear icon.

Customizing a Panel Grid

You can customize the grid in a panel on a dashboard as follows:

  • In a panel displaying a grid, if applicable, you can expand the rows in the first column by using expand iconImage Modified.
    Expand RowsImage Modified
  • You can sort the rows in a table in ascending or descending order based on a column by clicking the column.
  • You can modify the order of the applicable columns by using the drag-and-drop operation within the grid.
  • You can display or hide certain columns in a

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  • grid on a panel. To do so:
    1. Hover over any column in the table, and then select the drop-down menu.
      The Columns menu displaying a checkbox next to each column appears.
      Columns menuImage Modified
    2. If you do not want a column to be displayed in the table, clear the checkbox next to the column. Otherwise, select the checkbox.


Panel Menu

The Panel menu contains a table of all panels for the dashboard that you have selected on the Dashboard menu. The panels are grouped into the following categories:

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You can enable your agents to view the Wallboard on a U-CRM Agent Desktop through the External App section, which can be configured by using the Fram Frame element on the Designer tool of the LiveVox Portal (LVP). 

Info

For more information about the Designer tool, see the Designer Guide. 


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