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RingCX Historical Dashboard - Editing

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When I add different information to the historical dashboard, such as the agent average handle time, I would like to edit it so it doesn’t the columns I don’t need (i.e. Agent Group, Agent ID, Agent Group ID). I see there is a configuration button when I edit it, but it doesn’t give me the same ability to add or remove columns or pieces of data like the historical report do. Is there a way to do this in the historical dashboard?

U

UBofMIAnswer

I think I figured it out. What I did was I edited a historical report to be configured the way I wanted it and saved it. Then when I went to edit a historical dashboard, under Saved Reports, I was able to change the drop-down menu to Private and bring in the report that I had edited.

BeckyH

Community Manager

When I add different information to the historical dashboard, such as the agent average handle time, I would like to edit it so it doesn’t the columns I don’t need (i.e. Agent Group, Agent ID, Agent Group ID). I see there is a configuration button when I edit it, but it doesn’t give me the same ability to add or remove columns or pieces of data like the historical report do. Is there a way to do this in the historical dashboard?

You’re using RingCX, right?

U

UBofMIAuthor

That’s correct.

Mary-Community_Moderator

Community Manager

Hi @UBofMI

Thanks for your question! I’m looking into it a bit more to make sure I give you the most accurate info. Appreciate your patience. Hang in there!

Mary-Community_Moderator

Community Manager

Hey @UBofMI,

Just a quick update. I’m still working on getting an answer for you! 😊
Thanks so much for your patience. I’ll keep you posted!

Mary-Community_Moderator

Community Manager

Hello @UBofMI,

Regarding customizing columns on the Historical Dashboards (like removing specific Agent ID columns), it is not possible to do this directly.

Historical Dashboards are designed for high-level visualization with fixed data columns for their widgets. They do not offer the same granular column customization that Historical Reports do.

If this is a feature you'd like to see implemented for dashboards, I highly recommend submitting a feature request at the RingCentral Ideas Portal:

https://ideas.ringcentral.com/

Hope this clarifies! 😊

U

UBofMIAuthor

Thank you. I just submitted the idea.

Mary-Community_Moderator

Community Manager

Thank you. I just submitted the idea.

Awesome! thanks for submitting that. 😊
Could you please share the link to your idea so others in the Community can vote on it too? Thanks a bunch!

U

UBofMIAuthor