Creating Custom Dashboards in Explore Talkdesk

Explore Custom Create Dashboards

Creating a Dashboard - Overview

To create a Dashboard you’ll use the same starting point as you did for Reports. Navigate to Explore[1] and then click the Create button. But this time select Dashboard [2].

Give your dashboard a name and click Create.

Provided this is your first dashboard, you’ll be presented with an empty canvas to build your personalized dashboard.

1) Name your new Dashboard and click create.

2) Select 'Edit Dashboard'

3) From here you have the option to select;

• [1] Add
  • Visualization
  • Text- Give your tile a title, subtitle, and any text that you may want to be displayed on it. You can also use this option to create distinct sections within your dashboard or to add annotations to the dashboard.
  • Markdown
  • Button
    • Create a new button with abilities to edit the contents of the button like the Label, Link(will open in a new tab), and Description. You can also edit the design of the button under Design.

• [2] Filters - Give your dashboard a filter and filtering in create
• [3] Settings - Give your dashboard a name, description, its default timezone and choose whether to run on load and if it is automatically refreshed.
• [4] Quick Layout
• [5] Cancel
• [6] Dashboard actions (3 stacked dots)
  • Clear cache and refresh
  • Download
  • Schedule delivery
  • Delete

**From the window above, you can click on the Dashboard name to edit the rename the dashboard.

[3] Reports - Add a previously created custom report to your dashboard.

[4] Text - Give your tile a title, subtitle, and any text that you may want to be displayed on it. You can also use this option to create distinct sections within your dashboard or to add annotations to the dashboard.

[5] Filters - Give your dashboard a filter and filtering in create

[6] Settings - Give your dashboard a name, description, its default timezone and choose whether to run on load and if it is automatically refreshed.

[7] Done Editing - Click to set and save your dashboard.

Note: New Tile [2] and Text [4] are used for dashboard tiles, all other buttons are for editing dashboards which we’ll run through later. 

Creating a Dashboard - Using a Custom Report as your Starting Point

Once you have your reports set, you can start to use them to create your own custom dashboards. You can create your own tiles running your preferred queries (a combination of filters with the dimensions and measures), that you created in your report and arrange them on your custom dashboard.

How? Click Reports [3] and you’ll be presented with a dialog from where you can choose the Report that you want to add as a tile to your dashboard.

Click + Add in front of the name of the report and finish this action by clicking Update Dashboard at the bottom.

Your dashboard will automatically be populated with the report you’ve just picked from the list.

Creating a Dashboard - Using a Dataset as your Starting Point

This flow will allow you to create a report that you can then add to the dashboard as tiles. Start by clicking New Tile[2].

Next, you need to choose your Dataset. In this example, we’ll choose Ring Groups (Queues) Analysis [8] and the list of associated Dimensions and Measures will be displayed. From there we will choose the dimension Ring Group Name [9] and the measure Service Level [10]. 

Note: This process is similar to creating a custom report.

Notes on Creating Dashboards

The Settings (gear icon) works as it does in the Default Dashboards. You can download your dashboard as a PDF, you can send the dashboard directly to your e-mail (or to other recipients) and you can also add a schedule your dashboards.    

Similar to what happens when you navigate between default reports and dashboards, you can use the navigation dropdown menu on the top right to have quick access to other analytics without having the need to return to the Landing Page.

On the landing page, the “My Dashboards” section stores all the dashboards you create. You can use the Schedule only toggle to identify which of those dashboards you’ve created and that also have a schedule set by you. The search field allows you to quickly retrieve the dashboards you’ve created, by name.