Company administrators and supervisors 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.
Click play to watch a video overview on managing wallboards.
To manage a wallboard:
Procedure #
Step 1:
Click Data > Wallboards on the menu bar. A list of the wallboards that are already available is displayed.
Step 2:
To add a new wallboard
- Click Add.
The New Wallboard page is displayed.
- (Mandatory.) Enter the name of the wallboard (up to 100 characters). Any unicode characters are allowed, including whitespace and accented letters. The name must be unique within your company.
- Enter a brief description of the wallboard (up to 250 characters) such as the department(s) or agent group(s) for which statistics are displayed. Any unicode characters are allowed, including whitespace and accented letters.
- Click Add.
Step 3:
To delete a wallboard, select the wallboard in the list and click Delete then confirm that you want to delete the wallboard.
Step 4:
To create an exact copy of a wallboard:
- Select the appropriate wallboard in the list.
- Click Copy.
- Enter the name of the copy (up to 100 characters) then click OK.
Step 5:
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.
Step 6:
To reconfigure a wallboard display, select the appropriate wallboard in the list then click View/Edit Wallboard.
Parent topic: Data management
Related concepts
Statistics and reports overview
Related tasks
Customising a wallboard
Searching a list
Related reference
Wallboard page