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How do I add reports to my dashboard?

It's easy to add a new report within a Genesys Pulse widget. Genesys Pulse provides a basic set of predefined templates, complete with statistics that are typical for reporting activities handled by Genesys solutions. Any users with the appropriate privileges can create or modify widgets and templates.


How do I add reports to a dashboard?

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There are two ways you can add a report to your dashboard:

  • Click on the more icon in the right corner of the dashboard and click Add a Widget.
  • Click on the Add a Widget icon on the dashboard.

Genesys Pulse opens a widget wizard to help you add a report.


How do I use the widget wizard?

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The widget wizard guides you through the process of creating or changing widgets. Choose a predefined widget template or define your own template.

To create a Genesys Pulse template, you must add or configure:

  • One or more object types to measure.
  • One or more statistics.
  • One widget type with specific display options.

How do I choose which objects to measure?

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Select the objects that you want to see in your report.

Important
Avoid creating widgets that contain a large number of Objects. Restrict the number to a maximum of 100 objects.

How do I choose statistics?

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Choose the statistics that you want to include in your widget. You must add at least one non-string statistic.

Genesys Pulse displays statistic details when you select a statistic.You can modify a statistic definition within Genesys Pulse when you create, clone, or edit a template.

Genesys Pulse statistics are described in detail in the templates.xls file.

What display options should I use?

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You need to define the default display settings for your widget. Users can change these options on their own dashboard.

  • Provide a name for report title.
  • Select the Widget Type to display.
  • Select the Widget refresh rate.
  • Select options associated with the visualization (for example, alerts and size).
  • Optional: For templates configured to use changes-based statistics (CurrentStatus and ExtendedCurrentStatus), set enable quick updates. See Deploying RabbitMQ for Quick Widget Updates.
  • If needed, select the Alerts for statistic and define the alert values (from 1 to 3).
Important
Confirm your environment can handle the number of widgets and refresh rate you plan to use. A shorter refresh rate increases demands on the CPU, Memory, Disk, and Network.
This page was last modified on July 18, 2016, at 08:01.

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