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Dashboards and wallboards

Important
This content may not be the latest Genesys Engage cloud content. To find the latest content, go to Reporting in Genesys Engage cloud.



Use Pulse dashboards and wallboards to display real-time reports within widgets, so that you can monitor your contact center to suit your needs.

Dashboards are for personal use, and provide drill-down reports and contain more detail than a wallboard.

Wallboards can broadcast information on a large screen for a team of people. You can use only KPI widgets on your wallboards.

Add a dashboard or wallboard

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To open or create a new dashboard or wallboard, click Add a Dashboard.

Then you can choose between a dashboard and a wallboard.

The wizard guides you through the rest of the steps.

Important
Select Launch from the wallboard More menu to display the data in full-screen mode.

Manage shared dashboards, wallboards, and templates

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To manage shared dashboards, wallboards, and templates, select Settings.

From here you can perform actions on dashboards, wallboards, and widget templates, including assigning them to groups of users.

Genesys Pulse lists saved and shared items in a table and displays item details to the right.

Tip
See Widget Templates to learn how to simplify widget creation.

Hide or share a dashboard or wallboard with other users

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You can share your dashboard or wallboard with others (for example, with a user group such as Sales Team Leads). When you Publish or Save As from the more menu, select Save to Genesys Configuration Server, and choose the directory to save and share the dashboard with others. Be sure to give it a name specific to the user's needs.

Use Dashboard Management to hide your dashboard from others. Click Link to Configuration Manager on the right under Access Groups, and set permission settings for people who will view your dashboards.

Important
To prevent others from using your dashboards, you must have the GAX permissions: Access Configmanager; Read Scripts; and Create/Full Control of Scripts.


What do I do next?

You might want to learn more about:

This page was last edited on October 2, 2020, at 12:32.
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