How to Create and Manage Custom Dashboard
Custom dashboards provide a powerful way to view all your key performance metrics in one place, including ticket statuses, team performance, response times, and customer satisfaction scores. By organizing this data in a single view, you can gain valuable insights and make data-driven decisions. With a personalized dashboard, you can boost efficiency and productivity across your support team based on these insights. The following are the various features and options associated with custom dashboards
- Creating a dashboard
- Editing a dashboard
- Deleting a dashboard
Note: Custom Dashboard is applicable only in higher plans like Enterprise and Business.
Creating a dashboard
To create a new dashboard, follow the given steps:
- In the agent portal, click the Reports module and click Create Dashboard button.
- Enter the dashboard name, viewer and editor access scope. Description and Category are optional fields.
- Click Create button to create the dashboard.
Editing a dashboard
You can add new widgets and customize them using the Edit Dashboard option by following these steps:
- Select the dashboard you want to edit.
- Click the highlighted icon (⋮) and choose Edit Dashboard to open the dashboard in Edit mode.
- You can add a new widget or edit an existing one. Refer to this article for more information.
- You can also customize the widget’s size and position. Refer to this article for more information.
- Once the changes are complete, you can switch to View mode.
Deleting a dashboard
You can delete a dashboard in the following ways:
- Delete by Dashboard Owner
- Delete using Manage Dashboard view
Delete by Dashboard Owner
- Click the highlighted icon (⋮) and select Delete Dashboard to delete the dashboard.
- Click the Delete button in the Delete Dashboard dialog.
Note:
- In other views, only the dashboard owner is able to delete the respective dashboard.
- If deleted, the associated widgets in this dashboard will also be deleted.
Delete using Manage Dashboard view
- Click on the Manage Dashboard view
- Click the highlighted icon (⋮) and select Delete Dashboard to delete the dashboard.
- Click the Delete button in the Delete Dashboard dialog.
Note:
- Agents with Manage Custom Dashboard permission can view the Manage Dashboard view.
- From the Manage Dashboard view, agents are able to delete the dashboard.
