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Engage Voice 
Creating a dashboard in Historical dashboards

Last updated on October 01, 2021

Table of contents

Historical dashboards contain the following folders:
  • Standard: Contains default dashboards created by the system.
  • Shared: Contains dashboards shared to you or your team by team members.
  • Private: Contains dashboards you created.
  • Favorites: Contains dashboards you marked as favorites. Favorite dashboards may come from the Standard, Shared, or Private folders.
These folders are listed in the left panel. Clicking on a folder will direct you to that folder’s page, where dashboards are listed in a table, organized in groups. At the top of the page is a search bar where you can search for dashboards. In the upper right, you’ll find the New dashboard button. In the Shared folder, you’ll also see the New group button in the upper right.
Historical dashboards folders
Clicking on a dashboard will direct you to the viewer mode. You can export the dashboard to PDF or schedule email delivery by clicking on the More icon in viewer mode. Read Exporting a dashboard or scheduling email delivery to learn more. 
Clicking on the dashboard’s name will bring up a dropdown where you can switch to another dashboard in the same folder. 
Switching between dashboards in Historical dashboards
Click on the Edit button on the upper right to enter the editor mode.

Helpful hint!

Some parts of the UI will refer to reports as ‘insights.’ Reports are ‘insights’ as well. Still, most of the UI will only refer to reports as ‘reports’ and not ‘insights.’ Insight is a deprecated term.
Editing mode in Historical dashboards
Note: The default dashboards in the Standard folder cannot be edited. They can, however, be copied, edited, and saved to the Private folder.

Creating a new dashboard

Note: All folders in Historical dashboards contain the New dashboard button on the upper right. If you haven’t created a dashboard or marked any dashboards as favorite, the New dashboard button will be absent in the Private and Favorites folder.
All new dashboards will be saved in the Private folder.
  1. Click on the Analytics service icon upon log in.
  2. Navigate to Historical dashboards and click on any folder.
  3. Click on the New dashboard button on the upper right.
  4. Give your dashboard a name and description in the New dashboard window.
  5. Click Continue, and you will be redirected to the editor mode.
  6. Drag a report from the Saved Reports section in the left panel to the canvas to the right.
  7. Drag a Key Performance Indicator from the New Item section in the left panel to the canvas to the right.
  8. Click Save on the upper right corner at the title bar.
Key Performance Indicator or KPI widgets gives you a quick overview of metrics. They display data as determined by your organization, as opposed to reports which you can customize.

KPI configuration options

  • Measure: Allows you to choose or change the measure of the KPI that’s already assigned to a dashboard.
  • Filter by: Provides you a checkbox for a date filter. If you leave the box unchecked, it will simply display the measure. If you decide to check the date filter, it will compare the changes of the measure within the period you have chosen in the Comparison option. If the measure makes sense to have both a start and end date, it will have both options. If not, only the start date filter will appear.
  • Comparison: Allows you to choose which period you want to compare the measure to if you check the date filter checkbox in Filter by.
    • Previous period: Compares changes of a measure with the previous period.
    • Same period as last year: Compares changes of a measure with the same period as last year.
    • No comparison: Does not compare the measure to any other period. If this setting is chosen, it’s the same as leaving the Filter by checkbox unchecked.
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