Engage Voice | Managing Historical dashboards

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.

Copying or cloning an existing dashboard

Copied default dashboards from the Standard folder will be saved in the Private folder.
1. Click on the Analytics service icon upon log in.
2. Navigate to Historical dashboards > Standard.
3. Click on a dashboard you want to copy to enter viewer mode.
4. Click on the Clone button in the upper right corner to open the Clone window.
5. Enter the copied dashboard’s new name and description in the Name and Description fields.
6. Click Save at the bottom right of the window, and you will enter the editor mode. 
7. Edit the dashboard as needed.
8. Click Save at the upper right.
Cloned dashboards from any folder will be saved in the Private folder.
1. Click on the Analytics service icon upon log in.
2. Navigate to the folder where the dashboard you want to copy is.
3. Expand the dashboard group where the dashboard you want to clone is.
4. Click on the More icon at the far right of the dashboard you want to clone.
5. Select Clone to open the Clone dashboard window.
6. Enter a name and a description.
7. Click Save.

Sharing a dashboard

Shared dashboards will appear in the Shared folder.
1. Click on the Analytics service icon upon log in.
2. Navigate to Historical dashboards > Private.
3. Click on the More icon at the far right of the dashboard you want to share.
4. Select Share to open the Share dashboard window.
5. Enter a new name and description in the Name and Description fields if desired.

a. Select the Select shared group button and choose the shared group from the
    dropdown if you want to share to an existing shared group.

b. Select the Create new shared group button and enter a group name in the
    New group name
field to create a new shared group.

6. Click Share at the bottom right.

Unsharing a dashboard

1. Navigate to Historical dashboards > Shared.
2. Click on the More icon at the far right of the dashboard you want to unshare.
3. Select Unshare.
4. Click Remove from Shared to confirm.

Moving a shared dashboard to another group

1. Navigate to Historical dashboards > Shared.
2. Click on the More icon at the far right of the dashboard you want to move.
3. Select Move.
4. Select the group you want to move the dashboard to in the Select shared group
    dropdown, or click on Create a new shared group to create a new shared group and
    move the dashboard there.
5. Click Move to confirm.

Marking a dashboard as a favorite

Dashboards marked as a favorite will appear in the Favorites folder.
1. Click on the Analytics service icon upon log in.
2. Navigate to Historical dashboards and go to the folder of the dashboard you want to mark
    as favorite. Dashboards in Standard, Shared, and Private folders can be marked as a
    favorite.
3. Click on the star icon at the far right of the dashboard you want to mark as favorite.

Helpful hint!

Note: Dashboards you do not own from the Shared folder that you marked as a favorite will disappear in your Favorites folder if the owner deletes the dashboard. If you do not own a dashboard, you won’t be able to edit its details or delete it.

Exporting a dashboard or scheduling email delivery

You can export Historical dashboards or schedule email delivery of dashboards in a PDF format. You can also download specific reports in either XLSX or CSV formats. 
 
Read Exporting a report to learn more about downloading reports.

Downloading a PDF of a dashboard

1. Click on the Analytics service icon upon log in.
2. Navigate to Historical dashboards and go to the folder of the dashboard you want to download.
3. Select the dashboard to enter the viewer mode.
4. Click on the More icon in the upper right corner and select Export to PDF.
Note: PDF export is not intended for full data export, especially for tables with lots of data. If you choose to export to PDF, the data that populates in the PDF only includes what is on the screen, meaning the dashboard PDF export shows only the content visible on a dashboard page of your screen.

Scheduling email delivery of a PDF of a dashboard

1. Navigate to Historical dashboards and go to the folder of the dashboard you want to download.
2. Select the dashboard to enter the viewer mode.
3. Click on the More icon in the upper right corner and select Schedule emailing.
4. Fill out the To, Subject, and Message fields.
5. Select the date and time you want the first email delivered under the First occurrence section. 
6. Select the frequency of the email delivery under the Repeats section. 
7. Click Schedule.
Exporting a dashboard
If you are not sure which format you need, here’s a quick guide:
I want to
Export to
Show dashboards, no further analysis is necessary
PDF
Analyze data in a spreadsheet
XLSX, CSV
Analyze data in another application
CSV
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