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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.

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U

UBofMIAuthorAnswer

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.

Mary-Community_Moderator

Community Manager

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.

That's a great discovery! Thanks for sharing this solution with the rest of us. It's so helpful that you came back to let us know what worked. I'm really glad you were able to get it sorted out!

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