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Softdial Reporter™ 5

Dashboard Display

On the right of the Reporter window is the Dashboard Display area. Its contents depend on what is selected in the Dashboard Directory:

The name of the selected folder/ opened dashboard is displayed in the main Reporter title bar.

ClosedEditing layout

When opened, the layout of a dashboard can be edited in the following 2 ways:

Edit Layout

Fig. 2 - Edit Layout Buttons

ClosedAdd Row

On clicking Add Row, the user is given a choice of 6 row layouts:

Row Layout

Fig. 3 - Row Layouts

On clicking a row layout, the new row containing empty widgets is added to the bottom of the dashboard, ready for widget configuration.

ClosedManage Layout

On clicking Manage Layout, the rows are placed in editing mode, with the following options for each row:

Adjust Layout

Fig. 4 - Change height / move row / remove row

ClosedIncrease/ decrease height

Clicking these buttons will adjust the height of the row in increments of 30 pixels. Each contained widget will be scaled proportionately.

  • Min. row height - 270 pixels
  • Max. row height - no limit
ClosedMove row up/ down

Clicking these buttons will move the row to a position above the previous row, or below the next row, until either the top or bottom of the dashboard is reached.

ClosedRemove row

Clicking this button pops an alert dialogue to deter any accidental deletions. Select Yes to delete the entire row along with the widgets contained within it, or No to cancel the action.

Delete Alert

Fig. 5 - Remove Row Alert

When editing is complete, at the top right of the dashboard, click Save Layout to save the layout, or the red 'X' to discard any unsaved edits.

Save Layout or Cancel

Fig. 6 - Save Layout or Cancel

ClosedAdding filters

The display of data on a dashboard can be filtered at dashboard-level, by using the Filters drop-down menu (Fig. 7)

Filters

Fig. 7 - Filters menu

These filters affect all unlocked widgets on the dashboard. See Widgets.

To add a filter:

  1. Click on the Filters drop-down button (Fig. 7)
  2. Click on a menu option

When added, filters are shown along the top of the dashboard.

Time options are described below.

ClosedTime options

Only one time filter may be added to a dashboard at once. Attempting to add a second will overwrite the first.

Dates and times specified in the filters are according to the user's device.

Options are as follows:

Option Shows only data...
Relative from within the last five minutes
Start of Campaign from the time and date the selected campaign was last started. To select or change the desired campaign, select from available options in the drop-down menu
Today with a timestamp from 12:00:00am onwards... on the current date
This Week on the previous Sunday
This Month on the 1st of the current month
Last 30 Days from the date 30 days ago
Set Custom Date between the dates and times specified when adding the filter. To change, click on the filter label, select Set Custom Date and reset the dates/ times

To change the time filter option:

  1. click on the filter label (i.e. not the X or drop-down)
  2. select another option

Campaign/ queue/ agent filters must be specified after adding, as described below.

ClosedCampaign/ Queue/ Agent options

Once the filter is added (see above), to specify quickly:

  1. Click the drop-down icon
  2. Select an item
ClosedAdvanced options

The following more advanced filter options are also available, by clicking the filter's text label (i.e. not the X or drop-down) (Fig. 8):

Set filter

Fig. 8 - Set filter

The Set Filter options require 2 drop-downs to be set:

First drop-down Means... Second drop-down
= 'equal to' Either:
  1. select the desired item, or
  2. type the name of the desired item
!= 'not equal to' or exclusion Either:
  1. select the item to exclude, or
  2. type the name of the excluded item
like containing the specified text Either:
  1. select the desired item

    By selecting the name of an item (e.g. test), the filter will also include items which include that name (e.g. test123, 789test, etc)

  2. type the text you would like the filtered item names to contain

Once set,

  • To confirm, click Confirm
  • To cancel, click Cancel

Multiple of each type of filter may be added.

To remove a filter:

  1. click on the filter's X button

 

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