The following steps can be used to create a default Executive Dashboard. For additional information or to further customize your dashboard refer to the User Guide.
Dashboards can be accessed via the Reports Menu.
To configure a default Executive Dashboard, click on Configuration in the Executive section of the Reports menu. This will display the Dashboards page.
To create a new dashboard, click on the New Dashboard button.
Enter the name and the description of the dashboard
The default values can be used for the following Dashboard Details:
- Theme (Dark)
- Ping Interval (30 minutes)
- Spots per category (14 spots)
- Number of columns (2)
- Historical Data (48 hours)
- Initial Load Data (12 hours)
- Default check box (checked for first dashboard, unchecked for all others created after the first dashboard)
- Enable debug check box (unchecked)
Click Save Details
After clicking Save Details, the Dashboard page will be displayed.
Click your recently created dashboard. This will allow you to edit your dashboard.
Scroll down to Service Groups
Click New Group
Enter the Label for the Service Group – This is the primary name of the Service Group. The name must be unique.
Enter the name – this is a secondary description for the Service Group
The default values can be used for the following Service Group Details:
- Channel (Voice)
- Type (Table)
- Spot Size (1 Test Case)
- Order (1)
Scroll down to the Test Cases section
Select one or more test cases – only test cases associated with a Pulse Campaign will be displayed.
Click Save Details
To view your Dashboard, click on Dashboardin the Executive section of the Reports menu.