Document name iPECS Analytics – Custom Wallboard Components Setup Author  Ethan Hart-Coombes Publish Date 03/01/2022 Version  1.0 Reference  

 

1. Version Information 

 

Date Author Update Information  Version 03/01/2022 Ethan Hart-Coombes 1st draft 1.0        

 

 

2. Document Purpose & History

While there are a variety of Wallboards included by default with Analytics Supervisor Licenses, users can also manually create their own Custom Wallboards, where they can include information from specific reports and wallboards in widgets called “Components”.

iPECS Analytics – Custom Wallboard Components Setup

  1. Log in to your Analytics Supervisor account with either the cloud user login details or corresponding Microsoft login details.

  2. Navigate to Dashboard > My Dashboard and either select an existing Wallboard from the list, or create a new one using the “Create” option.

  3. Within the Wallboard, select the “+” next to “List of components”.

  4. In Step 1, Select the Component Type. For the purposes of this KB, we will choose “Key Performance”.

    Key Performance: Provides call information of one statistical item
    Key Performance(Group): Provides call information on several statistical items by type, (Supervisor
    can select multiple statistics items)
    Data Table: Provides a table of statistics by type
    Column chart: Provides column charts by type
    Pie chart: Provides pie charts by type
    Etc: Supervisors can add text or images to the dashboard

  5. In Step 2, select the source for the information. For example, if we select “DASHBOARD > Wallboard > ACD Group Wallboard”, we will be able to show a KPI that can be found on the ACD Group Wallboard.

  6. In Step 3, select the field(s) you wish to be displayed on the component, and choose the font and background colours.

  7. In Step 4, give the component a name and select the Agents/ Extensions/ Groups/ DDIs etc that you wish to include in the component data, then select “Save”.

  8. Once a component has been created, it will appear under “List of components”.

  9. If you click and drag a component onto the Wallboard, it will appear and can be moved and manipulated.

  10. Repeat as necessary with other components, dragging each on to the Wallboard and rearranging as needed.

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