Navigating Live Reports dashboards ================================== The Live Reports dashboard lets you view key call queue and agent data in one place. [Add widgets](https://support.ringcentral.com/article-v2/Widget-types-in-Analytics-Live-Reports.html?brand=RingCentral&product=RingEX&language=en_US "") to access near real-time insights into call queues and agent activity, and review details across different data categories including: * Service Level * Queue Monitor * Call Volume * Queue Calls * Agents Count * Queue Details * Agent Details * Image \& Text * Contact Details You can create multiple dashboards to display different datasets and use the dashboards interface to: * [Add a new dashboard](#adding "") * [Search for an existing dashboard](#searching "") * [Edit an existing dashboard](#editing "") * [Make a copy of a dashboard](#copying "") * [Delete a dashboard](#deleting "") * [Update the owner](#claiming "")of a dashboard * [Auto-refresh or pause dashboard data](#auto-refreshing-pausing "") * [Expand the dashboard](#expanding "") to fullscreen ![](https://assets.ringcentral.com/content/dam/xml-assets/sf-migration/en_US/RC_US/RingCentral_MVP/9226/images/1-Live-Reports-Top-bar.png) Adding a dashboard ------------------ To add a new dashboard: * Sign in to the [Analytics Portal](http://analytics.ringcentral.com ""). * In the navigation bar, click **Live Reports**. * Click the **Add Dashboard** plus icon. ![adding live reports](https://assets.ringcentral.com/content/dam/xml-assets/sf-migration/en_US/RC_US/RingCentral_MVP/9226/images/2-Live-Reports-New-dashboard.png) * In the **New Dashboard** popup, name your dashboard, then select a **Private** or **Public** privacy setting. * Click **Save** . ![adding live reports](https://assets.ringcentral.com/content/dam/xml-assets/sf-migration/en_US/RC_US/RingCentral_MVP/9226/images/3-Live-Reports-New-dashboard-details.png) Your new dashboard will appear with the Add widget tile. Searching for a dashboard ------------------------- To find an existing dashboard: * Click the **Dashboard** dropdown to view existing dashboards. * **All**: Lists the public dashboards and your private dashboards. * **My dashboards**: Lists the dashboards you created. * **Without owner**: Lists the dashboards that don't have a current owner. ![searching for a dashboard](https://assets.ringcentral.com/content/dam/xml-assets/sf-migration/en_US/RC_US/RingCentral_MVP/9226/images/4-Live-Reports-Dashboard-list.png) * Scroll through the list or enter a name in the **Search** field. * Select a dashboard to view. Note Private dashboards have a lock icon next to the name to show they're visible only to the dashboard owner. If a private dashboard doesn't have an owner, it'll have the hand-and-key and lock icons next to it. Editing a dashboard ------------------- To edit an existing dashboard: * Click the **Edit** gear icon to the right of the Dashboard dropdown. ![editing live reports](https://assets.ringcentral.com/content/dam/xml-assets/sf-migration/en_US/RC_US/RingCentral_MVP/9226/images/5-Live-Reports-Edit-dashboard.png) * Update the dashboard name and privacy settings. * Click **Save**. Note Only the owner can edit a dashboard. To view the dashboard owner, hover over the Information icon next to the dashboard name. If a dashboard doesn't have an owner, you'll become the owner when you edit its details. Copying a dashboard ------------------- To make a copy of a dashboard: * Click the **Duplicate** icon to the right of the **Dashboard** dropdown. ![copying live reports](https://assets.ringcentral.com/content/dam/xml-assets/sf-migration/en_US/RC_US/RingCentral_MVP/9226/images/6-Live-Reports-Duplicate-dashboard.png) * In the **Duplicate Dashboard** popup, name your dashboard, then select a **Private** or **Public** privacy setting. * Click **Save**. Use this option to create a new version of a dashboard with different data or duplicate an existing dashboard so you can become the owner and edit it. Deleting a dashboard -------------------- To delete a dashboard: * Click the **Delete** trash icon to the right of the **Dashboard** dropdown. ![deleting live reports](https://assets.ringcentral.com/content/dam/xml-assets/sf-migration/en_US/RC_US/RingCentral_MVP/9226/images/7-Live-Reports-Delete-dashboard.png) * Click **Delete** to confirm. Note Only the owner can delete a dashboard and the action can't be undone. Hover over the information icon to view the owner. Claiming ownership of a dashboard --------------------------------- Live Reports lets you claim ownership of dashboards created by users who are no longer in the account. When a user is removed, their private and public dashboards become available for other users to claim and manage. Unowned dashboards appear in the **All** and**Without owner** tabs in the **Dashboard** dropdown and are marked with a hand-and-key icon. The **Without owner** tab appears only when unowned dashboards are available. ![](https://assets.ringcentral.com/content/dam/xml-assets/sf-migration/en_US/RC_US/RingCentral_MVP/9226/images/8-Live-Reports-Dashboard-Without-owner.png) To claim ownership of dashboards owned by inactive users. * Click the **Dashboard** dropdown, and select the dashboard. * Click the **Edit** gear icon. * Make changes, if needed. * Click **Save** . ![](https://assets.ringcentral.com/content/dam/xml-assets/sf-migration/en_US/RC_US/RingCentral_MVP/9226/images/9-Live-Reports-Claim-ownership-Dashboard.png) Auto-refreshing or pausing dashboard data ----------------------------------------- Click the **Auto Refresh Data** toggle off to pause the data refresh and examine details of the report from a specific moment in time. To resume auto refresh of the data, click the toggle on. ![](https://assets.ringcentral.com/content/dam/xml-assets/sf-migration/en_US/RC_US/RingCentral_MVP/9226/images/10-Live-Reports-Auto-Refresh.png) Expanding the dashboard view and using fullscreen ------------------------------------------------- There are two ways to expand the dashboard view: * Click **Expand** at the top right to hide the information and navigation bars in a new browser tab. The original view stays open in the existing tab so you can continue navigating the Analytics Portal. ![](https://assets.ringcentral.com/content/dam/xml-assets/sf-migration/en_US/RC_US/RingCentral_MVP/9226/images/11-Live-Reports-Expand-Dashboard.png) * In the expanded view, click **Go Fullscreen** at the top right to remove the browser frame and display the dashboard fullscreen. Press the **Esc** key to return to the expanded view. ![](https://assets.ringcentral.com/content/dam/xml-assets/sf-migration/en_US/RC_US/RingCentral_MVP/9226/images/12-Live-Reports-Expand-Fullscreen.png) Submitting ideas ---------------- Click **Submit Idea** at the top right to provide suggestions for updates to the Live Reports features and functionality in the [Ideas Portal](https://ideas.ringcentral.com/ ""). Signing out of Live Reports --------------------------- To sign out of Live Reports, click your profile icon in the top left corner, then click **Sign out**. **Additional resources** [Live Reports overview](https://support.ringcentral.com/article-v2/Intro-to-Analytics-Live-Reports.html?brand=RingCentral&product=RingEX&language=en_US "") [Purchasing Live Reports licenses and managing usage](https://support.ringcentral.com/article-v2/Purchasing-and-managing-Live-Reports-licenses.html?brand=RingCentral&product=RingEX&language=en_US "") [Creating Live Reports widgets](https://support.ringcentral.com/article-v2/Widget-types-in-Analytics-Live-Reports.html?brand=RingCentral&product=RingEX&language=en_US "")