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  • 1.  Creating filters in dashboards

    Posted 07-20-2020 19:59
    No replies, thread closed.
    Hi there,
    I'm trying to create some filters within the reporting and dashboards (more the latter) and I can't seem to figure it out, even while looking in the documentation.  Filters simply for queues (we have about 40 in different departments so it causes a huge amount of extra time to build).  I can see the filter icon, but I'm unable to create anything with it.  Any input would be appreciated!

    Thanks!
    Jeff
    #Reporting/Analytics

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    Jeff Grant
    Util-Assist Canada
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  • 2.  RE: Creating filters in dashboards

    Posted 07-21-2020 10:56
    No replies, thread closed.
    Hi Jeff, here are a few screenshots to show the widget creation process.

    When you go into edit mode, you should be able create a widget. The most common is the Metric widget.
    Edit mode, select metric widget

    Once you click the button to add a widget, you should be able to immediately search for a queue in the Queue textbox. As you type, a dropdown list will appear with any valid suggestions given your org's queues & your permissions/division access.
    Adding queue to filter

    After that, you can select the options for your widget by clicking on the wrench icon. There you can select your metric and any other settings.

    selecting metric for queue metric widget
    Once you've made all your desired changes, you can save it and it should appear in your dashboard.

    handle metric widget for queue

    I hope that helps!

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    Maisey Harris
    Development Group Manager, Analytics UI & Reporting
    Genesys
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  • 3.  RE: Creating filters in dashboards

    Posted 07-21-2020 10:58
    No replies, thread closed.
    Are you trying to do these filters on the Performance Dashboards?  or the performance Views?  If Dashboards follow Maisey's instructions below.  if views, the primary filter is on the top left corner of the view:  


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    Darlene Oordt
    Sr. Director Product Management
    Genesys - Employees
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  • 4.  RE: Creating filters in dashboards

    Posted 07-21-2020 11:27
    No replies, thread closed.
    That's great!  Thanks so much for the help!

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    Jeff Grant
    Util-Assist Canada
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    Original Message


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