Article #: 107
How To: create a Realtime Wallboard pie chart widget
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Purpose: demonstrate how to create a Realtime Wallboard pie chart widget
- Web to Xima CCaaS with the URL that has been provided (i.e., example.xima.cloud)
- At the login screen, enter Username and Password and hit Login
- Along the left-hand side in the navigation pane, select Realtime (upward arrow icon)> Realtime Wallboards
- In the top right hand corner of the page, click New Wallboard.
- Click Custom.
- A new window called “Edit Wallboard” will appear. Fill out the fields of information below. The most important thing to do is give the Wallboard a title. Click Apply when done.
Please note that you can add this widget to an existing wallboard as well. You do not need to create a new wallboard in order to add this widget.
- Click on the Pie Chart Widget, which is located on the right side of the screen about three lines down.
- The Pie Chart Widget will appear. Click on the widget and fields of information will appear on the right hand side of the screen as a sidebar.
- The sidebar will by default be in the Data tab and will have three sections.
a. Header: Here you can give your widget a title name.
b. Values: Here you can select what kind of data you want to track. Agent and Skill are the most common values.
c. Metric: Here you can select what metrics you want to include in the widget.
- Give your widget a title name.
- Select which kind of value you want to track by clicking the dropdown arrow. For this example, we will select Skill.
- From here, click the pencil icon associated with the Skill selection. Here you can choose which skills you want to be associated with this widget. Click Apply when done.
- Select a metric by clicking the dropdown arrow. Here you have the option to scroll through our list of metrics or search for a metric if you prefer. For this example, we will select Call Count. Click Apply. You can add other metrics to this widget if you so choose.
- Click the Design tab to customize the visual display of the Pie Chart Widget. Here you can modify the background color, text color, change a font, and you can even add a border.
- Click Apply when done.
Updated about 1 year ago