Configure Modules

This page provides general instructions for accessing and configuring modules in CXone Performance Management. For information on how to run a specific module, click its name in the table below.

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  1. Open a dashboard.
  2. Click +Add Modules in the left navigation menu to display the list of modules.

  3. Click a module name to add it to the dashboard. You can also click and drag it to your desired location on the dashboard.

  4. The module settings window will open after you place the module on your dashboard. You will view the settings window either in the old pop-up window or the new slide-out window.

    The KPI Settings window in CXone Performance Management
    The module settings window in CXone Performance Management

  5. Set the time range for which you want to display data. If the date range you select is requesting too much data, an error message will appear.

  6. If you want, filter the data by employee groups, call groups, or both.
  7. Configure other settings, such as adding data attributes for reporting purposes.
    1. Click Metrics in the settings window to open the metrics selector.
    2. Select the metrics that you want the module to display. After selecting a metric, it will appear in the Selected column. To remove a metric from your selections, click the X next to the metric.

    3. If you're configuring a time-based metric, you can change the time format. A drop-down appears under the metric name in the Selected column.

      The Metric Time Format drop-down in Selected Metrics in CXone Performance Management

    4. You can also add a metric to your favorites list by clicking the star next to the metric name.
    5. Click Confirm.
  9. Click Apply. The module will appear on your dashboard. If your dashboard already has modules, the new module will appear under the others.

You can click and hold the top of the module and drag it to a new location on your dashboard. The existing modules on your dashboard shift to accommodate a new layout. You can edit the module settings at any time by clicking the three dots in the right corner of a module and clicking Settings.