Live Analytics

1. Log into the Manager Portal

2. Click on Live Analytics button or click Apps in the top right and select Live Analytics

Main Menu

General navigation and viewing boards is accomplished using the Main Menu found in the top left corner of the app

Clicking the three lines in the top left will bring up the Main Menu

1. User's extension

2. Add a new Board

3. List of Boards owned (on first login this may not be there until first board is made.)

4. List of Boards shared (will have defaults) (See Share a Board)

5. Log out button

Create New Boards

1. Edit Board Name: Change the board's name

2. Add card: See "Adding a card" section

3. Add header: Add a simple text header to help create card groupings or sections. You can adjust header width and font size

4. Delete Board; Delete current Board

Add Cards to Board

1. Click Add Card button

2. Choose one of the following card types:

Line Graph: One or more lines from a data set plotted over time

Gauge: A stat value with a gauge that fills to a specified limit

Single Stat: A single stat's value

Table: Data with multiple stats or descriptive information available in columns

Grid: Simple table arranged in a grid format to maximize number of items

Note: Customizable text content

Iframe: Display external web sites or resources

3. Add Data: One or more data sets can be added to cards depending on the selected card type.

• Select from a list of data sets that are compatible with the chosen card type.
  Note and iframe card types only take manual text input.
• Data sets on line graphs can be broken down into separate lines. The breakdown options are: aggregate, per queue, and per agent. Specific breakdown options may be limited depending on the data set
• Filters: Filters for call queue, departments, sites, and agents can be applied to data sets. (Default filters can be applied to new cards. See "Board settings" section.)

4. Add alerts: Alerts allow you to trigger color changes or browser notifications when a monitored data set crosses a threshold.

• Select which data set you want to monitor and set the alert to trigger when it's either above or below the specified threshold.
• NOTE: Multiple thresholds must have the same threshold trigger direction. If your first alert triggers when it's above a threshold, the rest of your alerts must also be above their specified threshold.
• Select the color of your alert.

5. Style: Adjust some of the visual settings to fine-tune your card.

• Style settings change depending on the card type.

6. Move and resize: Move and resize your card to the desired position.

Board Settings

Within board settings you can adjust card layout margins, toggle browser notifications, and set default filters that new cards will inherit for their data sets

1. Card Margin: Adjust the margin space between cards to better fit display resolutions. You can select: auto, 16px, or 24px. The auto option will adjust depending on the view width.

2. Browser Notifications: Enable or disable browser notifications for a board. This allows you to turn off notifications on a board.

3. Default Filters: Set filters that will automatically apply to data sets in all new cards within the board. Updating and saving filters here will also give you the option to update all existing cards with the new filters.

Share a Board

Board sharing options are available in Live Analytics and allow you to share your board with specific individuals or broad groups. Boards shared with others will appear in their list of "Boards shared with me" in the side navigation.

1. Share board with: By default, boards are set to be shared only with specific groups or people. You can change this so the board is shared with everyone in the organization and toggle whether everyone can edit.

2. Share with specific groups or people: Sharing with specific groups or people requires you to add a list of scopes, sites, departments, or people in order to share with them.

3. Share a view-only public link: Sharing a public link with others allows them to view a specific board without logging in.