Get started

New Dashboard offers built-in filtering, column sorting, and scalable columns.

Supported browsers

If your workstation's operating system is Windows, you can use the application with Chrome, Edge, Opera, and Firefox. For macOS, only Chrome is supported. We recommend using the latest version of the browser.

Log in

  1. Go to the given URL.

  2. Enter the username and password and click Log in.

Top toolbar

To see also the titles of Dashboard sections, use the expand option.

The other actions that the toolbar provides are:

  • wallboard view

  • Communication Panel link

  • help link

  • dark mode and light mode

  • log out

Personalization

To personalize the view, click Columns and select the columns you want to see. You can also search for the columns by starting to type the column name. It shows all columns that match your criterion:

To see fewer columns, deselect the ones you don't need. Some columns, such as Name in the Agents view is always visible and can't be deselected whereas some columns are available only as filters and therefore disabled in column selection.

You can also:

  • change the order of the columns by using drag-and-drop

  • change row density

    Standard is the default.

    Switching between views will revert the density to standard.

  • add column and cell borders

    Switching between views will remove the borders.

Clicking the menu icon shows you more options, and you can:

  • sort the order of information within a column

  • pin and unpin columns

  • group items, for example, campaigns based on dialing mode

    To remove grouping, click the menu icon and choose stop grouping.

  • hide all columns if, for example, you need to share your screen and some information must remain private

To clear your set preferences, see Settings.

Filter

To sort through information shown in the table, use Filters:

  1. Choose the column you want to use as a filter and its operator.

    The selection of operators depends on the view and the selected filter.

  2. Define the value(s) either by selecting from the list when available or by starting to type it.

    Depending on the selected operator, it either performs an exact match (for example equals) or supports full or partial matches (for example contains).

  3. Add another filter if needed.

Operators

The available operators depend on the view you're in and the column you're using for filtering.

Operator Description
is any of

This operator searches the selected column for entries that match any one item from a list of specified values you entered and returns matching results.

Example:
Agents view: Availability is any of away, logged out returns agents who are either away or logged out.
contains

This operator searches the selected column for entries that include the value you entered and returns matching results.

Example:
Conversations view: Destination contains @company.com returns all addresses that contain @company.com.
equals

This operator searches the selected column for entries that match the value you entered and returns matching results.

Example:
Agents view: Chat name equals Sales agent 1 returns agents whose chat name is Sales agent 1.
starts with

This operator searches the selected column for entries that start with the value you entered and returns matching results.

Example:
Agents view: Chat name starts with Sales agent returns agents whose chat name starts with Sales agent.
ends with

This operator searches the selected column for entries that end with the value you entered and returns matching results.

Example:
Conversations view: Destination ends with @company.com returns all addresses that end with @company.com.
=

This operator searches the selected column for entries that are equal to the value you entered and returns matching results.

Example:
Statistics view and Serving status card: Queuing = 5 returns queues that have 5 queuing conversations.
!=

This operator searches the selected column for entries that are not equal to the value you entered and returns matching results.

Example:
Statistics view and Serving status card: Queuing != 5 returns all queues that don't have 5 queuing conversations.
>

This operator searches the selected column for entries that are greater than the value you entered and returns matching results.

Example:
Statistics view and Serving status card: Agents > 3 returns all queues that have more than three agents serving.
>=

This operator searches the selected column for entries that are greater than or equal to with the value you entered and returns matching results.

Example:
Statistics view and Serving status card: Agents >= 3 returns all queues that have three or more agents serving.
<

This operator searches the selected column for entries that are less than the value you entered and returns matching results.

Example:
Statistics view and Serving status card: Agents < 3 returns all queues that have less than three agents serving.
<=

This operator searches the selected column for entries that are less than or equal to the value you entered and returns matching results.

Example:
Statistics view and Serving status card: Agents <= 3 returns all queues that have three or less agents serving.

Export information

To copy the information you currently have in the table, use the Export option. You can export it as Excel or comma-separated values (CSV).

Rows per page and pagination

You can define how many rows are shown per page. If the number of rows exceed the defned per page value, use the arrow to go to the next page.