Add a report to a dashboard

You can view reports separately, or you can combine reports on a dashboard to access them more easily.

For more information about dashboards, see the Beginner’s Guide to Data Explorer Dashboards.

1. On the Data Explorer page, click New Dashboard (upper left corner of the page).
2. Click Add Panels.
3. Select Report from the drop-down list. Your cursor turns into a + when you hover over the blank dashboard.

4. Click and drag your cursor to set the size and location for the report.

   NOTE    If you’re putting multiple reports on a dashboard, give each report enough space. They won’t be useful if they’re too small. The exact size you need varies by report.

5. Click Edit in the upper right corner of the report panel.
6. Select Properties from the drop-down list. The Report Properties window opens.
7. Click Selection.
8. Select the report.
9. Click Apply. The Report Properties window closes, and the report appears in the panel.
10. (Optional) repeat steps 2–9 to until you are finished adding reports to this dashboard.
11. Click Save (upper left corner of the page). The Unsaved Dashboard window opens.
12. Enter a name for your new dashboard and click Save. The Unsaved Dashboard window closes, and your dashboard appears!

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