Dashboards - Pane Library

1 Overview

bxp has a library of prebuilt panes which can be used by clients to create customised dashboards. The below list is a master list of every pane available. To use a pane, add the pane ID to a layout.

2 Panes available

Id	Pane	Render As	Chart Type	Key Fields	Description	Snapshot
1	Dashboards - Default Holding Message	HTML	.	.	Introductory text
2	Work by Project This Month	FusionChart	pie3d	intTotal, strProject_Name	Linked to the time tracker module and project management module. provides a project breakdown
3	Hours Breakdown by Person ( This Month )	FusionChart	pie3d	intTotal, strName	Breakdown of hours logged by users in the time tracker module
5	WorkingTime Button - Project Report	Button	.	.	Links to the project management module
6	WorkingTime Button - Group Project Report	Button	.	.	Link to TT project report
8	WorkingTime Button - Person Report	Button	.	.	Links to a report of a users logged hours
9	WorkingTime Button - No Hours Person Report	Button	.	.	Link to TT main menu
10	WorkingTime Button - Full Margin Report	Button	.	.	Links to TT main menu
11	WorkingTime Button - Security Group Report	Button	.	.	Links to a report in TT showing hours breakdown by security group
12	Billables Per Day Worklist	FusionChart	bar2d	intMargin, strDate	Calculates the margin for each day and displays it in a graph
13	Worklist of Billables	FusionChart	line	intMargin, strDate	Trend report illustrating the margin earned, data pulled from TT module
14	WorkingTime Button - Time Tracker Management	Button	.	.	Link to time tracker settings
15	WorkingTime Button - Pricing Management	Button	.	.	Link to the TT report by project
16	WorkingTime Button - Expenses Management	Button	.	.	Link to the expenses manager main menu
17	WorkingTime Button - Project Management	Button	.	.	Link to a TT report
18	WorkingTime Button - Person Management	Button	.	.	Links to the HR manager module main menu
19	WorkingTime Button - PO Management	Button	.	.	Links to the PO module main menu
20	WorkingTime Button - Security Management	Button	.	.	Links to the SAM UAM console
21	Outbound - Outcomes count	FusionChart	bar3d	intCount, strStatus	How many times the outcome has been used
22	Outbound - Records by Agent	FusionChart	pie3d	intCount, strName	Breakdown of how many times each agent has saved a record
23	Outbound - Contacts by Period	FusionChart	bar3d	intCount, strDate	Displays the number of CCLs
24	Outbound - Button - Instant Visualisation	Button	.	.	Link to data profiling instant visualisation report
25	Outbound - Button - Data Analysis	Button	.	.	Provides a link to the new "Instant Data Analytics" report in data profiling
26	Outbound - Button - Outcome Statistics	Button	.	.	Link to the outcome breakdown report
27	Outbound - Button - Activity Report	Button	.	.	Link to a report displaying the outcome breakdown and the AHT
28	Outbound - Button - Data Report	Button	.	.	Link to the "Data - by outcome, by time" report
29	Outbound - Button - Customised Reports	Button	.	.	Links to a list of all customised groups
30	Outbound - Button - Contact Analysis	Button	.	.	Links to a trend report showing the most popular contact times
31	Outbound - Activity Times	List	.	intId, strName, tmeTotal	Average activity time per user
32	Outbound - Current Queue	Queue	.	.	Displays the outbound calling stack
33	Outbound - Complete Vs. Incomplete	FusionChart	pie3d	intTotal, strType	breakdown of how many incomplete and complete outcomes have been used
34	Outbound - Button - Set Queue	Button	.	.	Links to the "set the current working outcome" page
35	Outbound - Button - Call backs	Button	.	.	Links to the reminders for the form
36	Taken to Process	Button	.	.	Link to a worklist of all records in progress
37	Outbound - Button - Load More Data	Button	.	.	Links to the data import function in form management
38	Outbound - Button - Manage Form	Button	.	.	Opens up the form console
39	Outbound - Button - Manage Custom Groups	Button	.	.	Link to the outbound cutomised group setup
40	Outbound - Button - Dialler Integration	Button	.	.	Link to the wixi on dialler integration
41	Membership - Member Types	FusionChart	bar3d	intTotal, strType	Breakdown of all member types on a form, data is pulled from a membership configuration
42	Membership - Paid Unpaid	FusionChart	pie3d	intTotal, strType	Breakdown of paid and unpaid members
43	Membership - Member Search	HTML	.	.	search screen to search for records in the form
44	Membership - Button - Data Analysis	Button	.	.	Link to the instant data analytics report in data profiling
45	Membership - Button - Instant Visualisation	Button	.	.	Link to the instant visualisations report in data profiling
46	Membership - Button - Contact Statistics	Button	.	.	Links to the outcome breakdown and AHT info
47	Membership - Button - Contact by Team	Button	.	.	Links to the team outbound calling report
48	Membership - Button - Contact Pattern	Button	.	.	Link to a trend report on contact times
49	Membership - Button - Group Communications - SMS	Button	.	.	Link to the SMS campaign send functionality
50	Membership - Button - Group Communications - Email	Button	.	.	Link to the email campaign send functionality
51	Security - Departments Breakdown	FusionChart	pie2d	intTotal, strName	Percentage breakdown of how many users are in each department
52	Security - Role Breakdown	FusionChart	pie2d	intTotal, strName	Percentage breakdown of users assigned to each role
53	Security - Lockouts	List	pie2d	strClient_Firstname, strClient_Surname, dteClient_LastLoginDateTime	List of current locked out users
54	Security - Last IPs	List	.	intCount,strIPAddress	List of all IPs registered and number of hits from each
55	Security - Last Logins	List	.	strClient_Firstname, strClient_Surname, dteClient_LastLoginDateTime	date and time of a user's last login
56	Security - Button - User Status Report	Button	.	.	Links to the user status report in SAM
57	Security - Button - Organogram	Button	.	.	Links to the security organogram
58	Security - Button - Failed Logins	Button	.	.	Link to the failed login report in SAM
59	Security - Button - IP Report	Button	.	.	Link to the API login report in SAM
60	Security - Button - Security Events	Button	.	.	Link to the security audit log in SAM
61	Security - Button - Master Settings	Button	.	.	Link to basic system information
62	Security - Security Events	List	.	dteArticleView_DateTime, strUsername, strArticleView_Type, strArticleView_Comments	Displays the first few items of the system events audit trail
63	Security - New Users	List	.	strClient_Firstname, strClient_Surname, dteClient_DateCreated	List of new users and when they were created
64	Prebuild - Company - New This Month	Value	.	intTotal	The number of new records in the company form
65	Prebuild - Company - Pie by Owner	FusionChart	pie2d	intCount, strName	Pie chart based on owner field
66	Prebuild - Company - Pie by Geographic Region	FusionChart	pie2d	intCount, strName	Pie chart showing breakdown of the region field
67	Prebuild - Company - Pie by Industry	FusionChart	pie2d	intCount, strName	Breakdown of the industry field
68	Company - Worklist - My Companies	Button	.	.	Link to personal worklist of records to action
69	Company - List - Most Recent	List	.	intId, strName, strLast_Modified, dteWhen	List of the most recently added companies
70	Prebuild - Company - Button - Form Edit	Button	.	.	Link to the form console
71	Prebuild - Company - Management	Button	.	.	Link to the prebuild manager
72	Prebuild - Company - Button - Lookup Company	Button	.	.	Link to search function for looking up records
73	Prebuild - Company - GoogleMap	GoogleMap	.	.	Displays a map on screen with all the companies pin pointed
74	Prebuild - Contact - New This Month	Value	.	intTotal	Raw count of new contacts
75	Prebuild - Contact - Pie by Owner	FusionChart	pie2d	intCount, strName	Breakdown of the contact owners
76	Prebuild - Contact - Oldest Callbacks	List	.	strName, dteReminder, strComment, dteLogged	List of all callbacks sorted by date
77	Prebuild - Contact - My Contacts	Button	.	.	Link to personal worklist of contact records
78	Prebuild - Contact - Button - Lookup Contact	Button	.	.	Link to the look up a record page for the contacts form
79	Prebuild - Contact - List - Most Recent	List	.	intId, strFirstName, strSurname, strEmail, strOwner, dteWhen	List of most recently added contacts
80	Prebuild - Contact - Contacts this month	FusionChart	bar3d	intCount, strName	Breakdown of number of contacts added by each user
81	Prebuild - Opportunity - Funnel	PipeFunnel	.	.	The status of each opportunity and where they are in pipeline
82	Prebuild - Opportunity - Sales History	FusionChart	line	intTotal, strDate	Trend line chart of the value of the opportunities
83	Prebuild - Opportunity - 90 day Score >= 75%	List	.	intTotal, strName	List of viable opportunities
84	Prebuild - Opportunity - Soon to drop	List	.	intId, intTotal, strName, strOwner, strWhen	List of opportunities, the soon to drop is calculated from form fields
85	Prebuild - Opportunity - All Opportunities	Button	.	.	Link to a worklist of all opportunities
86	Prebuild - Opportunity - My Opportunities	Button	.	.	Link to a personal worklist of opportunities
87	Mailbox - New Arrivals - Today	Value	.	intCount	Number of new emails received by day
88	Mailbox - New Arrivals - Longest Wait	Value	.	strWait	Longest wait for an email to be actioned
89	Prebuild - Mailbox - Incomplete Cases	Value	.	intCount	The number of unactioned emails
90	Prebuild - Mailbox - Open Case Longest Wait	Value	.	strWait	The longest wait for an email to be actioned
91	Prebuild - Mailbox - Closed This Week	Value	.	intCount	How many emails have been closed since the start of the week
92	Prebuild - Mailbox - Button - Open Cases	Button	.	.	Link to all the emails that need to be actioned
93	Prebuild - Mailbox - Button - Activity Times Last 30 Days	Button	.	.	Link to the activity report, displays AHTs
94	Prebuild - Mailbox - Lookup BEmail	Button	.	.	Link to the form lookup screen
95	Prebuild - Mailbox - My BEmails	Button	.	.	Link to personal worklist of bemails to action
96	Prebuild - Mailbox - New cases opened by day	FusionChart	line	intTotal, strDate	Trend line chart of the number of new bemails per day
97	Mailbox - Prebuild - Processed by day	FusionChart	bar3d	intTotal, strDate	A count of how many records are processed each day
98	Prebuild - Mailbox - Cases by agent for last 7 days	FusionChart	pie2d	intTotal, strAgent	Breakdown of the users actioning the records