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?
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!
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!
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! 😊
Thank you. I just submitted the idea.
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!
Thank you so much! I voted, too! 😉
Saw that you marked my answer as the best! Appreciate it so much. 😊🙏
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.
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!
