Create and Customize a Dashboard

Dashboards make it easy to broadcast and share data and information in visually-rich and impactful ways across your contact center. Uptivity features at least one starter dashboard, set up with some basic widget features. You can also create a new dashboard if the starter dashboard doesn't cover everything you need. There are two main ways to create a new dashboard; see the appropriate section below for instructions.

Customize the Starter Dashboard

You must have appropriate permissionsClosedA type of setting that allows or restricts users’ access to information and functionality. Permissions are added to roles, then roles are assigned to users. to perform this task. For more information, see your system administrator. With starter dashboards, you can:

  • Publish the starter dashboard as is — When you select one or more groupsClosedA definable collection of users. as part of publishing, members of those groups can access the dashboard from their Dashboard page.
  • Customize it for yourself — Save time by leveraging a starter dashboard to create a new one. Make it your own by modifying the widgets, changing the layout, and configuring the data and information you need. Only you can see the changes you make.
  • Customize it for other designers to see / use — Publish the dashboard as a template and do not select any groups.
  • Customize it for groups — Modify the starter dashboard to create a new one, and then publish it to one or more groups.

To customize the starter dashboard:

  1. Click the lock icon above the numbered list to unlock the Dashboard.
  2. You can modify the widgets, the layout, or both.
  3. Click Publish / Modify Template.
  4. Name the dashboard.
  5. Select the groups who should have access to the dashboard.
  6. Click Save.

If you make changes to widgets on a published dashboard, and then change your mind, you can restore the original dashboard by unlocking the dashboard and clicking Revert to Published.

Create From a Published Template

You must have appropriate permissionsClosedA type of setting that allows or restricts users’ access to information and functionality. Permissions are added to roles, then roles are assigned to users. to perform this task. For more information, see your system administrator.

  1. Click the lock icon above the numbered list to unlock the Dashboard.
  2. Click Manage Dashboards.
  3. Click new dashboard.
  4. To select from a list of published dashboards available for your group, click Manage Templates.
  5. Select the template you want to use as the basis for your dashboard.
  6. You can modify the widgets, the layout, or both.
  7. Save the dashboard.

You can make changes to the dashboard with no impact on the published template. When a template is updated or republished, you are prompted to choose whether you want to save your changes as a new (separate) dashboard or to override your changes with the updated template.

You can only edit published dashboard templates that you created. You can modify dashboards created by others for your own use, as long as you have appropriate permissions.

Create Without a Template

You must have appropriate permissionsClosedA type of setting that allows or restricts users’ access to information and functionality. Permissions are added to roles, then roles are assigned to users. to perform this task. For more information, see your system administrator.

  1. Click the lock icon above the numbered list to unlock the Dashboard.
  2. Click Manage Dashboards.
  3. Click new dashboard.
  4. Enter a Dashboard Name.
  5. Click on a layout to select it for the first panel on the dashboard.
  6. From the unlocked left panel, drag-and-drop widgets and reports onto the dashboard. When you need additional panels, click the Add icon at the bottom of the dashboard.

Related References