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  • 1.  Share Saved Views (Performance)

    Posted 07-03-2019 08:20

    is It possible to share a saved view (on performance views) to another agent?

    Thanks
    Sergio


    #Reporting/Analytics

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    Sergio Rota
    TechneValue GmbH
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  • 2.  RE: Share Saved Views (Performance)

    GENESYS
    Posted 07-03-2019 09:48
    Not that I am aware of, nor do I see anything on the road map. You should be able to find an existing Idea on the Ideas Lab and vote it up.

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    George Ganahl CCXP, GCP
    Principal Technology Consultant
    Genesys
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  • 3.  RE: Share Saved Views (Performance)

    GENESYS
    Posted 09-30-2019 13:01
    Hi Sergio,

    In the most recent episode of the PureCloud Q&A Show, our friend @Darlene Oordt discusses your question. Check it out here!​

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    Cole Callahan
    Genesys - Employees
    Online Community Coordinator
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  • 4.  RE: Share Saved Views (Performance)

    Posted 2 days ago

    It is disappointing that there has been little movement on this topic in FIVE years. This is the Idea under consideration, please up vote it: https://genesyscloud.ideas.aha.io/ideas/ANLS-I-846



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    Mark Stallings
    Miratech, Inc
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  • 5.  RE: Share Saved Views (Performance)

    GENESYS
    Posted 2 days ago

    Side note, here...

    Although there is no current feature to share a saved view, a user can load the view, then copy the URL in the browser address field and send that URL to another user (in chat, email, whatever).

    The other user can open that URL and (presuming that user has the appropriate permissions) see the same view as the original, then save that view to be able to use it again later.



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    George Ganahl GCP, GCSME, ICCE, ICHD, etc.
    Senior Principal PS Consultant
    Genesys
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  • 6.  RE: Share Saved Views (Performance)

    Posted yesterday

    Thanks for the tip George.  We have a customer that has also mentioned their disappointment around not being able to share views.  I will try this trick out and let them know :)



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    Ellen Thompson
    NTT Australia Pty Ltd.
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  • 7.  RE: Share Saved Views (Performance)

    Posted yesterday

    hi! Just keep in mind that columns will be default when sharing like this, so whatever was picked by the user sharing needs to be manually replicated by the receiving user.



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    Ekaterina Kononova
    Product Specialist | Data, Analytics & Quality Management
    Sweden
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  • 8.  RE: Share Saved Views (Performance)

    GENESYS
    Posted 22 hours ago

    Shoot...I missed that when the SC on our project was showing the trick to a customer. I just saw that the filters were there...didn't track on all the columns, some missing :-(



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    George Ganahl GCP, GCSME, ICCE, ICHD, etc.
    Senior Principal PS Consultant
    Genesys
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  • 9.  RE: Share Saved Views (Performance)

    Posted 19 hours ago

    Thanks Ekaterina.  Good to know!



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    Ellen Thompson
    NTT Australia Pty Ltd.
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