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Add report widgets

Important
This content may not be the latest Genesys Engage cloud content. To find the latest content, go to Reporting in Genesys Engage cloud.



It's easy to add a new report widget to your Genesys Pulse dashboard or wallboard. Genesys Pulse provides a basic set of predefined templates, complete with statistics that are typical for reporting activities handled by Genesys solutions. Any users with the appropriate privileges can create or modify widgets and templates.

Add reports

1

There are two ways you can add a report to your dashboard or wallboard:

  • Click the more icon in the right corner and click Add a Widget.
  • On empty dashboards and wallboards, click the Add a Widget icon.

Genesys Pulse opens a report builder to guide you.

Build a report

1

Genesys Pulse guides you through the process of creating or changing report widgets. Click the template you want to use and then click Create Widget.

Select the Objects and Statistics that you want to see in your report.

Your report widget must have:

  • One or more objects to measure. Your widgets must contain fewer than 100 objects.
  • Add at least one non-string statistic.
  • One widget type with specific display options.

Genesys Pulse statistics are described in detail in the templates.xls file.

Click the Display Options tab to define how you want to display your report.

Display options

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You need to define the default display settings for your widget. Users can change these options on their own dashboard.

  • Provide a name for report title.
  • Select from the available Widget Types to display.
  • Select the Widget refresh rate.
  • Select options associated with the visualization (for example, alerts and size).
  • Optional: For templates configured to use changes-based statistics (CurrentStatus and ExtendedCurrentStatus), set enable quick updates. See Deploying RabbitMQ for Quick Widget Updates.
  • If needed, select the Alerts for statistic and define the alert values (from 1 to 3).
Important
Confirm your environment can handle the number of widgets and refresh rate you plan to use. A shorter refresh rate increases demands on the CPU, memory, disk, and network.

What do I do next?

You might want to learn more about:

This page was last edited on October 2, 2020, at 12:32.
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