Edit report

Reports are displayed as widgets in the dashboard. Data or the display can be adapted at any time.

  1. Click on the button Edit... to edit a report.
Widget menu, Edit report
  1. Click on the icon in the top right corner of the widget.
  2. Select the menu item Edit....
  3. The configuration window Edit Report opens.
Edit report using the example of an audit report (KPI)

Legend

Option / function

Description

1

Header

Here, you can enter a descriptive title for the report.

The title serves to identify the report and briefly describe its content.

2

KPI

KPI (Key Performance Indicator)

Here you can select the desired key performance indicator to define the focus of your report, see KPI.

  • Recording: Total number of recorded communication activities.
  • Audit reports: Reports of different audit events.
  • Analytics: Reports of calls based on keywords, categories or policy hits.
  • Wallboard: Overview of different live KPIs.
  • Quality management:

3

Selected User

Here you can specify the users or user groups from which the information for the report is to be extracted, see Selected User.

This selection makes it possible to focus the report on specific users or groups.

4

Widget

Here you can select the desired display type to visualize the data in your report, see Widget and view options.

  • Number: One metrical value for a quick overview.
  • Spline: Dots on a line to analyze trends.
  • Simple Bar: Vertical bars to compare categories.
  • Stacked Bar: Stacked bars to visualize shares and total number.
  • Doughnut: Pie chart with ring segments to indicated percentages.
  • Pie: Pie chart to indicated percentages.

5

View Option

Here you can select the desired view option to customize the display of the data in your report, see Widget and view options.

  • View Option Number: Displays data as absolute number.
  • Time: Displays the evolution of the data over time.
  • Keymap: Displays the percentage or shares of data.
  • User: Activities or performance with regard to users or groups.
  • Total: Overall view of data without filters or restrictions.

6

Value

Here you can select the desired value to define the output data unit, see Value Type.

  • Count: Total number of calls in the selected context.
  • Duration/min: Total duration of the calls in minutes.

7

Time Format

Here you can select the desired Time Format and thus the period of time that the report is supposed to cover, see Time Format.

NOTICE! Dynamic display when activating: Cycle or User-defined.

  • Cycle: A predefined period is offered for report generation.
  • User-defined: A freely selectable time period is offered for report generation.

8

Dynamic overlay

Audit events is displayed dynamically if Audit report is selected for KPI. There are other dynamic fields, see Create Report | Other options / functions based on dynamic insertion.

  1. Click on the button Save to save the settings.
    Click on the button Cancel to discard the settings.
    Click on the button Delete to delete the report / widget.