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  • 1.  Performance Dashboards

    Posted 08-25-2021 13:39
    No replies, thread closed.
    I am new to Genesys and we are trying to build it out to work for our team. I have created a Dashboard under the Performance tab and have some questions: 

    1. Is it possible to sort/filter the Dashboard by status, time in, or something other than name?
    2. Is there a way to customize it and save a view?
    3. Can I create alerts from the Dashboard? ie agent in a status too long or calls being missed

    #Implementation
    #SystemAdministration

    ------------------------------
    Jacob Johnson
    Filevine, Inc.
    ------------------------------


  • 2.  RE: Performance Dashboards

    Posted 08-25-2021 16:58
    No replies, thread closed.
    Hi Jacob - 
    I've created a few dashboards, so I might be able to help out. 

    1. Is it possible to sort/filter the Dashboard by status, time in, or something other than name?
      1. I haven't found a way to do this. 
    2. Is there a way to customize it and save a view?
      1. Yup! I just copy the existing dashboard by mousing over the summary view and selecting the 'copy' button, make adjustments and then make the new dashboard visible to everyone.
      2. https://help.mypurecloud.com/articles/add-and-edit-performance-dashboards/
    3. Can I create alerts from the Dashboard? ie agent in a status too long or calls being missed
      1. You can change the text based upon conditions by selecting the 'bell' (warning) icon while editing a widget. 
      2. Outside of the dashboard, you may want to check out the Working With Alerts series: https://help.mypurecloud.com/articles/work-with-alerts/

    I hope this helps!
    Cory

    ------------------------------
    Cory King
    IT Lead
    IGS Energy
    ------------------------------

    Original Message


  • 3.  RE: Performance Dashboards

    Posted 08-25-2021 17:13
    No replies, thread closed.
    Thank you Cory. I will take a look at that. I really wish there was a way to sort or filter, but maybe that is something that Genesys will release down the road.

    ------------------------------
    Jacob Johnson
    Filevine, Inc.
    ------------------------------

    Original Message


  • 4.  RE: Performance Dashboards

    Posted 08-25-2021 18:52
    No replies, thread closed.
    You're welcome, Jacob! I took a look at the Ideas portal. It looks like ANA-I-144 might have what you need. If you look at the recent comments, there appears to be some related ideas folks are requesting to see merged into this one. It might be worth an upvote on behalf of your organization. 

    https://genesyscloud.ideas.aha.io/ideas/ANA-I-144

    Thanks,
    Cory

    ------------------------------
    Cory King
    IT Lead
    IGS Energy
    ------------------------------

    Original Message


  • 5.  RE: Performance Dashboards

    Posted 08-26-2021 09:24
    No replies, thread closed.

    Is it possible to sort/filter the Dashboard by status, time in, or something other than name?

       You can also sort by Public/Private or if it is a Favorite or not.




  • 6.  RE: Performance Dashboards

    Posted 08-26-2021 11:34
    No replies, thread closed.
    Thank you Nathan. I want to be able to sort within the dashboard not just sorting the dashboards

    ------------------------------
    Jacob Johnson
    Filevine, Inc.
    ------------------------------

    Original Message


  • 7.  RE: Performance Dashboards

    Posted 08-28-2021 15:39
    No replies, thread closed.
    Hi Jacob,

    Thank you for the feedback! This item is a high priority on our backlog and we hope to get to it very soon! I'm tagging @Jacqueline Minkler on this reply to make her aware as well, as she is working directly with development on prioritization.

    Best,​

    ------------------------------
    Laurie Nelson
    Genesys - Employees
    Sr Director of Product Management - Data, Analytics, Reporting and Visualizations
    ------------------------------

    Original Message


  • 8.  RE: Performance Dashboards

    Posted 08-30-2021 11:14
    No replies, thread closed.
    Thank you Laurie. I really appreciate your help and hope that this lands soon. I recognize how busy your team must be with all the requests you get.

    ------------------------------
    Jacob Johnson
    Filevine, Inc.
    ------------------------------

    Original Message


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