6.1.6 Creating a Dashboard
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State of Wisconsin
Department of Health Services

 Genesys Cloud CX

Release 25-01
April 9, 2024

6.1.6 Creating a Dashboard

(Video instructions available: Creating a Dashboard)

Dashboards allow supervisors to create custom displays of high level information similar to call center wall boards. Dashboards can be saved and shared with other Genesys uses. Select the help button in the bottom left corner of the window for help text specific to this view.

Create a Dashboard

To create a dashboard:

  1.  In the Workspace, click the new tab plus button to open a tab.
  2. Click Dashboards.
  3. Click New Dashboard
  4. Name and save the dashboard.
  5. Click either pencil button to add widgets.
  6. There are three widget templates. The two widgets on the left display metrics, such as the number of outbound calls as a chart, or text display. The widget on the right displays user status by selected users or queue. Click an Add Widget button to step through the options and make the widget.

An example of a dashboard with several widgets.

Edit a Dashboard

To edit an existing dashboard:

 In the Workspace, click the click the pencil in the top right corner.

This page last updated in Release Number: Phase One
Release Date:05/28/2024 
Effective Date: 05/28/2024

Notice: The content within this manual is the sole responsibility of the State of Wisconsin's Department of Health Services (DHS). This site will link to sites outside of DHS where appropriate. DHS is in no way responsible for the content of sites outside of DHS.

Publication Number: P-03208