Configuration: Aggregation Panel

Last updated 18 minutes ago

Description of the properties of an aggregation panel.

Tab Properties

Accordion: General

Field Description

NAME

Required - Name of the panel. For example, Contacts: percentage of success.

SOURCE OF DATA

Required - Select the panel that contains the data that you want to display.

Default value: Contacts.

One of the following:

  • Broadcast - Contacts

  • Canned Messages

  • Chatbot

  • Chatbot - Stats

  • Contact Center Activity

  • Contacts

  • Contacts - Attempts

  • Contacts - Sales

  • Content

  • Conversions

  • Ecommerce

  • Events

  • IVR

  • IVR Nodes

  • Leads

  • Onsite Campaigns

  • Outbound Campaigns - Actions

  • Outbound Campaigns - Email

  • Outbound Campaigns - Push

  • Outbound Campaigns - Push - Actions

  • Outbound Campaigns - SMS

  • Outbound Campaigns - Voice

  • Visitors

  • Visits

  • Voice Stats

PERIOD

Select the type of period. One of the following:

  • Use dashboard period - Uses the same time period as the one defined in the dashboard that contains the panel that you are configuring.

  • Configure specific period - Allows the configuration of a time period different from the one defined in the dashboard. Click in This Month to select a different period.

    One of the following:

    • Last Hour

    • Last 24 Hours

    • Today

    • Yesterday

    • Current week

    • Last Week

    • Last 7 Days

    • Last 30 Days

    • This Month

    • Last Month

    • Last Three Months

    • Custom

Accordion: Advanced

Field Description

REFRESH RATE

Select the time interval between refreshes of the data in the panel.

One of the following:

  • Never - The panel never refreshes the data.

  • 5 minutes - The panel refreshes the data every five minutes.

  • 10 minutes - The panel refreshes the data every ten minutes.

DETAILS

One of the following:

  • No: Doesn’t show metrics below the graphics.

  • Yes: Shows metrics below the graphics.

TABLE

One of the following:

  • No: Doesn’t show the table when the user opens the panel.

  • Yes: Shows the table when the user creates or opens the panel.

ENTRIES PER PAGE

If TABLE = Yes, select the number of rows that the panel should display in the table. One of the following: 5, 10, 25, 30, 50, 100.

GRAPH

One of the following:

  • No: Does not show graphs when the user opens the panel.

  • Yes: Shows graphs when the user opens the panel.

PREDEFINED GRAPH

If GRAPH = Yes, select the type of graphic that should appear by default when the user opens the panel. One of the following:

  • Default

  • Horizontal bars

  • Horizontal bars stacked

  • Vertical Bars

  • Vertical bars stacked

  • Donut

  • Line

  • Line area

ENTRIES PER GRAPH

If GRAPH = Yes, select the number of rows that the panel should display in the table. One of the following: 5, 10, 15.

SHOW SINGLE SCALE

If GRAPH = Yes, one of the following:

  • No: Shows multiple scales in the graph.

  • Yes: Shows a single scale in the graph.

Tab Rules

Button Description

Add condition

Click to add a new condition to the rule.

Add group

Click to add a group of conditions.
Groups work as parenthesis in a mathematical expression. Contact Center and Analytics Studio (CCAS), first evaluates conditions inside the group and then combines the result with other conditions outside the group.

Tab Metrics

Icons Description

columns-sort

Click to sort the panel by this column. After clicking, the icon changes color.

columns-personalize

Click to personalize the column. You can change the character color, make column characters bold, italic, and underlined.

columns-hide

Click to hide the column. For example, click the icon to hide the column to take a print screen and, then, click again to make the column visible for you daily operations.

columns-delete

Click to remove the column from the tab Columns and from the panel after clicking button Save and Close.

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