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Build a dashboard

Put saved reports and key figures on one page, with filters for every tile, and share it.

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Available on Growth, Pro, Enterprise. Compare plans

A dashboard puts saved reports and key figures on one page. Its date and group filters apply to every tile. Growth includes 3 dashboards; Pro and Enterprise have no limit.

Create one

  1. Open Reports, Dashboards and choose New dashboard.
  2. Give it a Name and choose Create.
  3. Choose Add tile and pick the Tile type:
    • Saved report: shows the report as its chart;
    • KPI: one figure, such as tickets solved, median first reply, SLA achieved, satisfaction or help centre searches, against the previous period.
  4. Optionally give the tile a Title, then Add.
  5. Drag the grip to move a tile and the corner to resize it. Choose Save.

Settings and sharing

Under Settings:

  • Visible to: Only me, A group or All agents;
  • Default date range and Default groups for the filters;
  • a Description.

Viewers can change the filters for themselves. Reset to dashboard defaults brings them back.

From a tile

Each report tile offers Download CSV and Open in the report builder.

Send it by email

Choose Schedule to email the dashboard regularly. See Schedule a report.

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