Managing wallboards

Company administrators can add wallboards that display key performance statistics for the company. Administrators can also modify existing wallboards, delete a wallboard from the system, or copy an existing wallboard, which might be useful if they want to add a wallboard that is very similar to an existing one, but they want to make slight changes to it.

• Administrators must have the Wallboards: Modify privilege to manage wallboards.

Watch this video for an overview on managing wallboards:

Add a wallboard #

1. Click Data > Wallboards on the menu bar and a list of the wallboards that are already available is displayed
2. Click Add and the New Wallboard page is displayed.
3. Enter the mandatory name of the wallboard (up to 100 characters)
4. Enter a Click Data > Reports Configuration on the menu bar of the wallboard (up to 250 characters)
   • I.e. the department(s) or agent group(s) for which statistics are displayed
5. Click Add
6. The wallboard will be added

Edit a wallboard #

• To edit the name or description of the wallboard, select the appropriate wallboard in the list, reconfigure the details as appropriate, then click Save Changes.
• To reconfigure a wallboard display, select the appropriate wallboard in the list then click View/Edit Wallboard.

Create an exact copy of a wallboard #

1. Select the appropriate wallboard in the list.
2. Click Copy.
3. Enter the name of the copy (up to 100 characters)
4. Click OK
5. The wallboard will be copied

Delete a wallboard #

1. Select the relevant wallboard in the list
2. Click Delete
3. Click Yes to confirm
4. The wallboard will be deleted

Definitions #

• Name: The name of the wallboard.
• Description: A brief description of the wallboard.
• View/Edit Wallboard: Click this button to customise a wallboard.

Related concepts
Statistics and reports overview

Related tasks
Customising a wallboard
Searching a list