Customize your dashboard
There are two toolbars available on the Analytics page.
The Analytics toolbar allows you to manage the contents of your dashboard.
The Search field filters the text in widgets that use the Contact Count, Content Trend, Text Contact Count, and Text Contact Trend data sets. This field appears only if the Enable Text Search check box is selected in a Contact Count data set.
The Global Date Range field filters historical information in widgets by date range. Your selection affects all widgets in the dashboard whose data sets have the Enable Date Filtering check box selected. This field is available when the dashboard is locked.
The Confidence field is used to set the minimum confidence value for a hit. Valid values are 1–100.
EXAMPLE When you specify a value of 20, Analytics returns hits where the confidence value is 20 or greater.
This value affects all widgets in the dashboard whose data set is configured with the Allow Override Confidence check box selected. This value does not persist from session to session.
Click the Data Filters button to display the Data Filters dialog box. Use this dialog box to add filters that determine the recording data that appears in your widgets (see Filter data on the dashboard).
NOTE Data filters are supported only with Speech Analytics.
Click the Interaction States button to select the interaction states (active, inactive, after call work, and on hold) you want data about displayed in your widgets. By default, all interaction states are selected.
Click the Application State button to select the application states (approved, not approved, ignore, and new) you want data about displayed in your widgets. By default, all application states are selected except for the Ignore state.
Click the Dashboards button to display a list of the dashboards available to you. If you have the appropriate role and permissions, you can access the My Dashboards dialog box by clicking the Manage link (see Create and manage a dashboard).
Click the Print button to print a snapshot of the Analytics dashboard.
This button toggles between Locked and Unlocked.
- When locked, you cannot change the widgets on the dashboard or their layout.
When unlocked, you can add, edit, and delete widgets and change their layout.
NOTE Shared dashboards cannot be unlocked. They can be changed only by their owners.
Click the Save button to save changes you made to an unlocked dashboard.
The Data Set Manager allows you to create, modify, and delete data sets associated with the displayed dashboard (see Create and manage a data set). This button is enabled when the dashboard is unlocked.
Click the Add Widget button to choose a widget type and configure the content of that widget (see Create and manage a widget). This button is enabled when the dashboard is unlocked.
Click the Tile Widgets button to stack the widgets in the upper left corner. This button is enabled when the dashboard is unlocked.
Click the Select Tool to select widgets and then align them on the dashboard. You select widgets by either dragging a rectangular selection area around them or pressing Ctrl + Click to select them one by one. Selected widgets are outlined in red. This button is enabled when the dashboard is unlocked. When you select widgets with this tool, the Widget Alignment toolbar is opened and displayed in the upper left corner of the page.
You can select widgets as long as the Select Tool button is enabled (it turns dark gray). It stays enabled until you click it again to disable it. When it is disabled you cannot select widgets.
Widget Alignment toolbar
The Widget Alignment toolbar appears when you select widgets on your dashboard using the Select Tool on the Analytics toolbar. By default the toolbar appears in the upper left corner of the dashboard.
When you select the Align to Canvas check box, widgets are snapped to one of the outer edges of the dashboard when you use the alignment control buttons.
EXAMPLE If the check box is selected and you click Align Bottom, all your selected widgets snap to the bottom edge of the dashboard. If the check box is cleared and you click Align Bottom, all your selected widgets align their bottom edges to the bottom edge of the widget that is positioned lowest on the dashboard.
Click the Align Left button to align the left sides of all selected widgets.
Click the Align Right button to align the right sides of all selected widgets.
Click the Align Top button to align the tops of all selected widgets.
Click the Align Bottom button to align the bottoms of all selected widgets.
Click the Match Width button to size the width of all selected widgets to the width of the widest widget.
Click the Match Height button to size the height of all selected widgets to the height of the tallest widget.
Click the Distribute Horizontally button to spread the selected widgets evenly and horizontally across the dashboard. They are resized to the same width with their side edges touching.
Click the Distribute Vertically button to spread the selected widgets evenly and vertically across the dashboard. They are resized to the same height with their top and bottom edges touching.
Click and hold the Move Toolbar button to drag the toolbar to any location you wish on the dashboard. The toolbar stays in this location for the duration of your session.