The VIEW Dashboard Interface

There are two types of VIEW dashboard: real-time statistics dashboards and historical report dashboards and there can be any number of each. Every dashboard is identified by a name, which appears on its tab at the top of the dashboard. You display a dashboard by clicking its tab.

Real-Time Statistics Dashboards

Shown below is a real-time statistics dashboard called 'Real-Time Sales', which is populated with a selection of real-time modules. See Real-Time Module Descriptions.

Historical Report Dashboards

This is a historical dashboard called 'Historical Sales', which is populated with a selection of historical reports. These can be out-of-the box standard historical reports or reports created by your administrators. The standard historical reports are documented in the storm VIEW Standard Historical Reports Reference Guide.


	Button bar	For accessing VIEW functions. See Button Bar.
	Dashboard tabs	The real-time statistics and historical report dashboards that you have created or have been shared with you by other users. Clicking a tab displays the dashboard. Hovering over a tab name provides a description of the dashboard (if set): A icon next to a name indicates that the dashboard is being shared by other users. For example,
	Module palette	(Administrators only) For accessing real-time module types to include on the dashboard.
	Real-time modules	(Real-time statistics dashboard only) Real-time statistics modules as configured by administrators.
	Calendar	(Historical report dashboard only) For selecting a reporting date and time range. The data is shown upon selection. The selector is for defining a date range: Clicking a day, week, or month item automatically resizes the selector to cover that range. Dragging one of the selector's sizing handles (a) resizes the selector. Dragging the slider handle (b) moves the selector along the calendar A time range (within the selected date range) is specified using the calendar's Set Time Range and Exceptions buttons. See also, Run Historical Reports.
	Historical reports	Historical reports created by administrators in the VIEW Report Builder.

Button Bar

Item

Description

Contents Page button (all users)

Displays a list of real-time statistics and historical report dashboards that you have created or have been shared with you by other users.

Add New Module button (administrators)

Toggles the display of the module palette. (The button is shown when a real-time dashboard is displayed.)

Add Report button (administrators)

Displays a list of standard and custom historical reports for adding to the dashboard. (The button is shown when a historical dashboard is displayed.)

Insert Column buttons (administrators)

Inserts additional columns to the left and right of the existing dashboard columns.

Share Tab button (all users)

Allows you to share the displayed tab with other supervisors and administrators.

Edit Dashboard button (administrators)

Allows you to edit the name and description of the displayed dashboard's tab.

Clone Dashboard button (administrators)

Makes an exact copy of the selected dashboard.

Delete Dashboard button (administrators)

Deletes the selected dashboard.

Filter Reports button (administrators)

Displays a dashboard-level filter ribbon allowing you to apply one or more filters that apply to all reports on the dashboard. (The button is shown when a historical dashboard is displayed.)

Real-time Feed Indicator (all users)

A coloured line indicating the status of the browser's connection to the real-time feed. Clicking the indicator displays a textual description.

Green

Connected. Your browser is connected to the real-time feed and you are seeing live statistics. This is the normal status.

Red

Disconnected. You are not seeing live statistics because your browser is not connected to the real-time feed. This is a momentary duration unless there is a connection problem.

If this state persists, check your network and firewall settings (see Firewall_Settings). If these are intact, contact your local support representative.

Amber

Connecting. You are not seeing live statistics because your browser is trying to connect to the real-time feed. This is typically a momentary duration after which the state should switch to 'Connected'.

Play/Pause Dashboard Rotation buttons (all users)

Play and pause dashboard rotation (the buttons are shown if dashboard rotation is configured).

Settings button (all users)

Provides VIEW administration functions.

Settings Button

Setting	Relates to	Description
Report Builder	Historical reporting	(Administrators) Opens the Report Builder interface for creating historical data exports and custom historical reports. See also, Create a Historical Data Export Report and Create a Custom Historical Report.
Scheduled Reports	Historical reporting	(Administrators) For creating regular export schedules for historical reports. See also, Export Historical Reports According to a Schedule.
Alerts	Real-time reporting	(Administrators) For configuring on- and off-screen alert messages triggered by real-time activity. See also, Create a Real-Time Message Alert.
Template Reports	Historical reporting	(Administrators) For assigning historical reports to sub-organisations. See also, Share Historical Reports With Your Sub-Organisations.
Audit Log	General administration	(Administrators) For displaying actions performed by users. See also, Display an Audit Log of VIEW User Actions.
Edit Users	General administration	(Administrators) For controlling user access to VIEW features. See also, Control User Access Rights to VIEW Features.
Dashboard Rotation	Wallboard display	(All users) For configuring the cyclical display of real-time and historical dashboards on a wallboard. See also, Auto-Cycle Dashboards for Wallboard Display.
Extended Records	Historical reporting	(Administrators) For creating custom data export fields populated by storm FLOW scripts. See also, Create an Extended Record.
Template Records	Historical reporting	(Administrators) For assigning custom data export fields to sub-organisations. See also, Create an Extended Record.
Queued Reports	Historical reporting	(All users) For running complex historical reports as background tasks. See also, Run Historical Reports in the Background.
Custom Events	Real-time reporting	(Administrators) For integrating real-time statistical data from your third-party tools into VIEW so that data from different sources can be seen in one place. See also, Create Custom Real-Time Events.

Effect of Access Profiles on Dashboard Statistics

An access profile set up by you or another storm administrator may be used to restrict access to selected historical reports. Such reports will then display an error message instead of data.

Within real-time statistics modules and historical reports, an access profile may also restrict data such as access numbers, agents, agent groups, FLOW scripts, and telephone extensions.

For example, consider a report that displays agents and a metric for the number of agents included in the group. For a supervisor or administrator who is restricted to seeing only some of the agents in the group, the count metric will include all agents in the group but the statistics for the individual agents will be hidden.

Note: see the storm STUDIO User Guide for information about access profiles and what they can restrict.