Manage the list of Data Explorer dashboards and reports

Click Data Explorer on the Calabrio ONE toolbar to open the Data Explorer asset browser page. The asset browser page contains a list of dashboards and reports (“items”).

The Data Explorer toolbar enables you to select a predefined filter to limit which items appear. For example, you can opt to list only reports and dashboards you shared or those you created. You can also search for specific reports or dashboards by name, description, or tag. The asset browser page can display reports and dashboards as a flat list, a categorized list, or generic thumbnail icons. To change the display, click the desired icon in the toolbar.

The fields and buttons on the Data Explorer toolbar are as follows.

  Field / Button Description

1

All Items drop-down list

Select the items you want to be displayed on the page from the drop-down list.

2

Flat List button

View items on the page in a flat list.

3

Categorized List button

View items on the page grouped as dashboards or reports.

4

Thumbnails button

View items on the page as thumbnails. The pictures in the thumbnails represent either a dashboard or a report, not the actual look of the item.

5

Bottom Preview Panel button

Display the item preview panel at the bottom of the page.

6

Right Preview Panel button

Display the item preview panel at the right side of the page.

7

Hide Preview Panel button

No item preview is displayed.

8

Settings drop-down list

Configure settings for the page. This controls how items are sorted on the page and which properties are displayed for each item.

Share reports and dashboards

After you create a report or dashboard, you can allow other users to access it. When sharing a report or dashboard, you control the permissions that allow other users to view, copy, or edit it.

NOTE   Reports and dashboards show only data that is within your scope. For example, if another user shares a report comparing the average evaluation scores of Team A and Team B, but you have scope over just Team A, the report does not show any data for Team B.

You can share only the reports and dashboards you own. To share one that has been shared with you, create a copy of it.

Copy a report or dashboard shared with you

  1. Right-click the report or dashboard.
  2. Click Copy. Data Explorer adds a copy of the report or dashboard and makes you its owner.

Share a report or dashboard

  1. Right-click the report or dashboard.
  2. Click Share. The Sharing dialog box opens.
  3. Select the level of permission that you want to assign to other users. The following table describes the permission levels available.

    Permission Description

    None

    Other users cannot view the item.

    View

    Other users can view the item.

    Explore

    (Reports only) Other users can change filters, groups, and other report elements but cannot save changes.

    Save As

    Other users can make changes and save a copy of the item. They cannot overwrite the original item.

    Edit

    Other users have full permission to change and overwrite the original item.

  4. Click OK.

The Shared To column on the asset browser page displays with whom the item is shared.

Tag reports and dashboards with roles

If you want only users with a specific role to be able to access a shared report or dashboard, you can tag it with the name of the desired role.

NOTE   You can tag only reports or dashboards that you own. To become the owner of a report or dashboard shared with you, copy it.

NOTE   

There are two types of role: ones created and administered through WFM, and ones created and administered through Calabrio ONE. When tagging a role, you must identify where that role is administered by using a prefix.

  • If the role is created and administered through Calabrio ONE, prefix the role with c1_role_.
  • If the role is created and administered through WFM, prefix the role with wfm_role_.

NOTE   If the role does not include access to Data Explorer, a tagged dashboard becomes the default homepage for people with this role.See Give users access to Data Explorer.

Tag a report or dashboard with a role

  1. Right-click the report or dashboard.
  2. Click Tag. The Tags dialog box opens.
  3. In the Add Tag field, type the exact name of the role with the appropriate prefix, c1_role_ or wfm_role_.

    To add a single role, enter the name.

    EXAMPLE    wfm_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   wfm_role_Supervisor c1_role_Evaluator “c1_role_East Coast Agent”

    IMPORTANT    If what you type and what is configured on the Roles page do not match, the tag will not work.

  4. Click Add Tag.
  5. Click OK.

Search the asset browser by tag

You can search the asset browser by any tag. If you are searching by product tag, you can only see tags for products you are licensed to use. For example, if you only have a QM license, you will only see predefined items that have a QM tag, not items that have a WFM or an Analytics tag.

NOTE   Depending on the WFM license you have, WFM fields are tagged with WFM (for new WFM) or CWFM (for classic WFM).

Search for reports and dashboards by tag

  1. Navigate to Data Explorer.
  2. Click the search icon, and then select Search tags.
  3. In the search field, type the desired tag. Data Explorer shows only reports and dashboards tagged with this value.

    NOTE   If the tag name is multiple words separated by spaces, enclose the name with double quotes. For example, to search for Agent East Coast, enter “Agent East Coast”.

Setting your homepage

Data Explorer includes many predefined reports and dashboards that any user can set as a homepage. For example, if you use WFM, you can set the Widgets - WFM Only dashboard as your homepage. If you use QM, you can set the Widgets - QM Only dashboard as your homepage. Data Explorer tags default reports and dashboards by product, so alternatively you can search for relevant reports and dashboards by product tag: WFM, CWFM, QM, or Analytics.

NOTE   Dashboards and reports show only data that is within your scope. For example, if another user shares a report comparing the average evaluation scores of Team A and Team B, but you have scope over just Team A, the report does not show any data for Team B.

You can set only one dashboard or report as your homepage at time.

Set a dashboard or report as your homepage

  1. Navigate to Data Explorer.
  2. Right-click a dashboard or report listed in the asset browser.
  3. Click Set as homepage. Data Explorer marks the dashboard or report with a red homepage icon.

Export reports

Data Explorer allows you to export reports. Each report page has an Export as button. This allows you to export the data from a report in CSV or XLSX format, or as an image.

IMPORTANT   To export the results of a report, you must save the filter criteria and any other edits before exporting.

Export a report

  1. Click the name of the report in the Reports list. The report page opens.
  2. Click Export as. The Export Report dialog box opens. There are two options available at the top right of the dialog box, Data and Image. Data is selected by default.
  3. Select Data or Image depending on which you want to export.
  4. Select the file format for the export.
  5. Click Next. When the data is ready, a download link appears.
  6. Click the link to download the file.
  7. Click Close after your download is complete.