Managing Dashboard Content Overview

NICE Uptivity Performance Management offers a wide variety of content items that can be used to customize your dashboards, including:

  • Metric Widgets — Metric widgets capture metric data from any measure collected in your NICE Uptivity implementation. You use widgets to present this information on a dashboard in a variety of ways. Wizards guide you through data metric selection, configuration, and presentation options.
  • Report Widgets — Report widgets include a variety of useful lists and reports you can post to dashboards, including access to your favorite reports, scheduled reports, and the NICE Uptivity Performance Management Reports Library (based on your assigned reporting tasks and security roles). NICE Uptivity reports accessed from the Reporting tab (such as QA and Call Recording reports) are not available for use with report widgets.
  • Scorecard Widget — Scorecard widgets allow you to include scorecard information in dashboards. For more information on scorecards, see Balanced Scorecards Overview and Published Scorecards Overview.
  • Metric View Widget — Metric view widgets let you add metric views to a dashboard, including views generated when you create a scorecard. A wizard walks you through the selection of a view and parameters for the data presentation. For more information on metric view widgets, see Metric Views Overview.
  • Message Widgets — Message Widgets allow you to add a message box onto the dashboard. Messages can be sent to agents or groups and can be read-only or require acknowledgments.

You can add different types of widgets to the same dashboard. You can also move, resize, rename, and edit widgets to create a custom dashboard appearance. For example, you can stack widgets in a column, line up indicators in a row, or enlarge a gauge to make it more prominent.

When the Dashboard page is unlocked, you can drag any widget to the bottom of your screen to pop open the tray; that is, a temporary location where you can “park” widgets when needed. For example, you might want to park a widget in the tray if you are not sure where you want to put it, or if you want to add it to a different dashboard. You can park up to three widgets at a time.

Related Tasks

Related References

Related Overview Topics