[1] Overview

Last modified by LongVA on 2023/05/18 16:59

akaBot default dashboards

When accessing Insights for the first time, the Favorite Views tab is displayed along with its corresponding default dashboards: WorkflowQueue, Agent, and Business

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See Default dashboard for additional details.

View Dashboards

Users can see all the available views within the Views section.

Note: A dashboard consists of multiple different views (the dashboard itself is also considered a view). 

The list of views & favorite views can be toggled between two display formats: List view and Grid view.

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To view a specific view, the user can click on the desired view from the list.

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Add & Remove favorite views

The purpose of having a Favorite Views section is to allow users to mark and save important, popular, or frequently used views for quick access in the future. The Favorite Views section helps users easily locate and access the views they care about without having to search through the entire list of views.

To move views into Favorite Views, users click on the corresponding star icon (with stroke only) in Views section.

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To remove views from Favorite Views, users click on the corresponding star icon (yellow) in Favorite Views & Views section.

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Create and Edit your own dashboards

In addition to using the templates, you can customize your dashboard according to your preferences. 

Note: To become proficient in creating/editing dashboards, please refer to the Tableau Documentation (the embedded platform of akaBot Insight).

  
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