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  • 1.  Upcoming Analytics Workspace UI Changes

    GENESYS
    Posted 12-16-2022 11:07
    Hello!  We're exciting to give you a preview of the new Analytics Workspace UI changes that are expected to be in production around Feb 2023.  These changes have been implemented as a result of feedback we received from our users following the initial release of Analytics Workspaces early in 2022.  The changes we will be adding will include:

    • Ability to re-order tabs 
    • Re-ordered tabs will persist 
    • + New Tab Menu improvements 
    • Add new Tab actions 
      • Reload 
      • Duplicate 
      • Close 
      • Close All Tabs 
      • Close All Others 
    • New location for "Save As" with ability to overwrite an existing save and rename that save

    Detailed Overview of Upcoming Changes

    Below you can see a tab that is in the process of being dragged to reorder it. Simply click on the tab you want to move and drag and drop it to the new location. 

    After it's been dropped, the "Chat and Email" tab is now before the "Agent Status" tab: 

    This new order will persist for future sessions until changes are made to reorder or close tabs.  

    The + option for tabs will now lead to a tab labeled "New Tab". Once a View or Dashboards has been selected, the new tab's name will change to reflect the selection. 

    We have also added several new actions under the tab kebab menu (3 dots), which will appear when you select click on the menu or when you right-click on the tab. See below for the new options which will make it easier to work with the tabs and close all or some of them with one click instead of one at a time. You can also duplicate a tab or reload the data on a tab.  


    We've made improvements to the save experience. The "Save as" option has been moved out of the kebab menu (first image) and will now be initiated by clicking on the save icon (second image) 



    Once you have saved the view with your changes, you will see the option to overwrite an existing view of the same base view type, or Save View as something new if you make additional changes and click the save icon.  

    If you make additional changes to your saved view, you will see a visual indicator, an asterisk, to notify you of unsaved changes as seen below. 


    There is currently an active beta for this feature.  If you would like to be enrolled to see the changes before their official release, please contact me and I will be able to get you signed up!

    #Reporting/Analytics

    ------------------------------
    Ryan Legner
    Staff Product Manager, Genesys Cloud CX
    ------------------------------


  • 2.  RE: Upcoming Analytics Workspace UI Changes

    GENESYS
    Posted 12-16-2022 12:31
    This looks great - especially the save-overwrite option; we'd love to be in the beta. I will DM you our org ID once the forum lets me message you.

    ------------------------------
    Brad Murlin
    Zillow, Inc.
    ------------------------------



  • 3.  RE: Upcoming Analytics Workspace UI Changes

    Posted 02-13-2023 14:18

    Hi Ryan, Do we have a date set for the release of the Workspace UI change?



    ------------------------------
    Sal Barba
    ------------------------------



  • 4.  RE: Upcoming Analytics Workspace UI Changes

    GENESYS
    Posted 02-13-2023 14:25

    We are queued for final testing approval this week.  Assuming all goes well, our release date will be next week on the 22nd.



    ------------------------------
    Ryan Legner
    Staff Product Manager, Genesys Cloud CX
    ------------------------------



  • 5.  RE: Upcoming Analytics Workspace UI Changes

    Posted 02-13-2023 18:10

    That is great news! Thank you, Ryan.



    ------------------------------
    Sal Barba
    ------------------------------



  • 6.  RE: Upcoming Analytics Workspace UI Changes

    GENESYS
    Posted 02-23-2023 12:37

    Feature is approved and set to release March 1!



    ------------------------------
    Ryan Legner
    Staff Product Manager, Genesys Cloud CX
    ------------------------------



  • 7.  RE: Upcoming Analytics Workspace UI Changes

    Posted 02-24-2023 16:52

    Ryan,

    Is it possible to get one of our dev environments into the beta prior to release?  we would like to get a jump start on previewing the changes if possible.  

    Thanks,



    ------------------------------
    Josh Davis
    SENIOR SOLUTION ENGINEER
    ConvergeOne, Inc.
    ------------------------------



  • 8.  RE: Upcoming Analytics Workspace UI Changes

    GENESYS
    Posted 02-24-2023 16:57

    Yes go ahead and shoot me a message with your orgID and region.  You'll only have a couple days to review the changes before this goes to GA next Wednesday.



    ------------------------------
    Ryan Legner
    Staff Product Manager, Genesys Cloud CX
    ------------------------------



  • 9.  RE: Upcoming Analytics Workspace UI Changes

    GENESYS
    Posted 03-01-2023 09:27

    Feature has been released!



    ------------------------------
    Ryan Legner
    Staff Product Manager, Genesys Cloud CX
    ------------------------------



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