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Managing your Live Reports dashboards
| RingEX
Last updated on September 01, 2021
Account administrators and Users with administrative privileges can access Live Reports through the RingCentral Online account. From the Live Reports dashboard, you can create new dashboards, modify existing dashboards, and add or remove widgets.
If you own the dashboard, you see options to Search, Edit, Delete, Duplicate a dashboard, Add a dashboard, pause or resume Auto Refresh Data, Expand the view, and Submit Idea.
If you don’t own the dashboard, the options are slightly different. This view has options to Search, see owner Information, Duplicate a dashboard, Add a dashboard, pause or resume Auto Refresh Data, Expand the view, and Submit Idea.
Searching for a dashboard
Find a dashboard by using the Search field.
- In the top left, click the Dashboard dropdown box for a list of existing dashboard names.
- Type your criteria into the Search field for a list of dashboards.
- Click the name you want to open from the results.
When viewing a list of dashboards, those you own show a lock icon to the right of the dashboard name.
Rearranging widgets
Drag widgets to reposition them on the dashboard.
- In the selected widget, hover over the eight-dot handle in the upper left corner.
- Your cursor turns into a four-sided arrow.
- Drag and drop in the desired location.
- Release your mouse button when you see an outline of the widget in its new position.
If the drag and drop handle is missing, check the following:
- Do you have full access permissions in Live Reports?
- Do you own the dashboard you want to edit?
- If you don’t own the dashboard, create a duplicate that you will own and can modify by clicking the plus icon.
Editing a dashboard
To the right of the name field is a gear icon.
Click this to open a window with settings to modify the dashboard name and choose privacy settings. Select Private to make it visible only to you. Select Public to allow anyone with Live Reports access to view it, then click Save.
Note: Only an owner can edit a dashboard. If you don’t own the dashboard, you can find out who owns it by hovering over the information icon next to the dashboard name field.
Deleting a dashboard
To delete a dashboard you no longer need, click the Delete trash icon to the right of the name field. This action cannot be undone. Click Delete to confirm.
Note: Only an owner can delete a dashboard. If you don’t own the dashboard, you can find out who owns it by hovering over the information icon next to the dashboard name field.
Duplicating a dashboard
Clicking the Duplicate icon makes an editable copy.
This is useful when you want to keep an existing dashboard, but modify it to show different information, or make a copy of one owned by someone else and add your own modifications. A window lets you rename and choose privacy options. When you duplicate a dashboard, you own the new copy.
Note: A Super Admin managing multiple sites can create dashboards that are meant to be cloned by local managers who modify it to show information relevant to their site. For example, a dashboard that monitors all queues for all locations, could be duplicated by managers at each location and modified to show only the information they need.
Adding a dashboard
Click the plus icon to create a new dashboard. A window lets you name and choose privacy options.
Click Save to confirm your choices.
Auto Refresh Data
A toggle in the upper right lets you pause data refresh.
This allows you to examine the details of the report in a static state.
To resume data refresh, slide the toggle to Auto Refresh Data.
Expand/Wallboard
To enlarge the dashboard view, you have two options:
- Click Expand to enlarge the frame by eliminating the top information bar and left navigation bar.
- Click Wallboard to further expand the view, removing the browser frame and displaying the dashboard across your entire screen. Click Esc to return to the expanded view.
Submit Idea
In the upper right corner of the main pane is an option to submit ideas for Live Reports enhancements.
Clicking the light bulb icon opens a new tab where you can detail your suggestion.
Log out
To log out of the Analytics Portal, click on your user name on the top right corner, then click Log Out. If you are in expanded view, the three-dot menu icon on the upper right gives you the option to log out of Analytics.