Make a dashboard the default homepage for a role

You have the perfect dashboard for agents, and you want them to see it as their homepage when they log in. Or, you’ve created a dashboard that you want all the team leaders to use. (The Agent Profile Dashboard is popular for both of these examples.)

For roles created in QM or Analytics

PREREQUISITE

The role was created on the Application Management > Roles page.
The role does not have the Data Explorer, Content Creation, or Content Publishing permissions. See Manage roles and permissions for QM, Analytics, and Insights.
You own the dashboard. To make a dashboard that you don’t own into a default homepage, copy the dashboard.

On the Data Explorer page, right-click the dashboard and select Tag from the drop-down list. The Tags window opens.
Enter c1_role_ and then the name of the role.

IMPORTANT    The role name must match the name that your organization uses. A list of roles is available on Application Management > Global > User Configuration > Roles.

To add a role whose name is one word, enter the name.

EXAMPLE   c1_role_Agent

To add a role whose name is multiple words separated by spaces, enclose the tag in double quotes.

EXAMPLE   “c1_role_East Coast Team Leader”

To add multiple roles at the same time, enter them one after the other separated by a space.

EXAMPLE   c1_role_Evaluator “c1_role_East Coast Agent”
Click Add Tag.
Click OK. The Tag window closes.

For roles created in WFM

Step 1: Find the role ID

PREREQUISITE

The role was created on the WFM > Permissions page.
The role does not have the Data Explorer or Content Creation permissions. See How WFM function permissions work.
You own the dashboard. To make a dashboard that you don’t own into a default homepage, copy the dashboard.

On the Permissions page, click Edit (the pencil icon) next to the role. The Edit [role name] window opens. The role ID is at the top of the window next to the role name.

Step 2: Tag the dashboard with the role ID

On the Data Explorer page, right-click the dashboard and select Tag from the drop-down list. The Tags window opens.
Enter wfm_role_ and then the role ID.

EXAMPLE wfm_role_Teamleader

To add multiple role IDs at the same time, enter them one after the other separated by a space.

EXAMPLE wfm_role_Teamleader wfm_role_Agent
Click Add Tag.
Click OK. The Tag window closes.

Keep learning about Data Explorer

Our Data Explorer library has a great collection of guides for people who are new to Data Explorer or are looking to grow their skills. Check them out!

For beginners

Beginner’s Guide to Data Explorer Dashboards—An intro to the basics of dashboards
Beginner’s Guide to Data Explorer Reports—An intro to the basics of reports

For QM

Data Explorer Quick Start Guide: Build a QM Evaluation Report—Step-by-step guide to building a report on evaluation scores
Data Explorer Quick Start Guide: Monitor Today’s Contact Volumes and Recordings—Build reports that help you keep track of contacts coming in today
Data Explorer Quick Start Guide: Build a Report on Call Recording Events—Step-by-step guide to building a report on hold, pause, silence, and talk over events

For Analytics

Data Explorer Quick Start Guide: Build a Report on Phrase Hits—Create a report on hits from a specific phrase category for the past six months
Data Explorer Quick Start Guide: Build a Report on Analytics Phrase Hits by Agent—Create a report on phrase hits from the past week, broken down by agent

For intermediate users

Data Explorer Quick Start Guide: Filter Reports on Your Dashboard—Reduce the list of reports you need to wade through by adding interactive filters
Data Explorer Quick Start Guide: Customize a Report’s Appearance—Make your reports more useful by changing how they look
Data Explorer Quick Start Guide: Create a Drill-Through Dashboard—Start with the big picture and dig into the details