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Dashboards - Pane Library

410 bytes added, 10:58, 14 February 2019
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! Snapshot
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| 1 || Dashboards - Default Holding Message || HTML || . || . || Introductory text || [[:File:Pane1.png|30px]]
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| 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 || [[:File:Pane2.png|30px]]
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| 3 || Hours Breakdown by Person ( This Month ) || FusionChart || pie3d || intTotal, strName || Breakdown of hours logged by users in the time tracker module || [[:File:Pane3.png|30px]]
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|-4 || Billable Hours per Day This Month || FusionChart || column3d || intTotal, strDate || The number of billable hours logged in time tracker || [[:File:Pane4.png|30px]]
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| 5 || WorkingTime Button - Project Report || Button || . || . || Links to the project management module || [[:File:Pane5.png|30px]]
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| 6 || WorkingTime Button - Group Project Report || Button || . || . || Link to TT project report || [[:File:Pane6.png|30px]]
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| 8 || WorkingTime Button - Person Report || Button || . || . || Links to a report of a users logged hours || [[:File:Pane8.png|30px]]
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| 9 || WorkingTime Button - No Hours Person Report || Button || . || . || Link to TT main menu || [[:File:Pane9.png|30px]]
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| 10 || WorkingTime Button - Full Margin Report || Button || . || . || Links to TT main menu || [[:File:Pane10.png|30px]]
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| 11 || WorkingTime Button - Security Group Report || Button || . || . || Links to a report in TT showing hours breakdown by security group || [[:File:Pane11.png|30px]]
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| 12 || Billables Per Day Worklist || FusionChart || bar2d || intMargin, strDate || Calculates the margin for each day and displays it in a graph || [[:File:Pane12.png|30px]]
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| 13 || Worklist of Billables || FusionChart || line || intMargin, strDate || Trend report illustrating the margin earned, data pulled from TT module || [[:File:Pane13.png|30px]]
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| 14 || WorkingTime Button - Time Tracker Management || Button || . || . || Link to time tracker settings || [[:File:Pane14.png|30px]]
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| 15 || WorkingTime Button - Pricing Management || Button || . || . || Link to the TT report by project || [[:File:Pane15.png|30px]]
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| 16 || WorkingTime Button - Expenses Management || Button || . || . || Link to the expenses manager main menu || [[:File:Pane16.png|30px]]
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| 17 || WorkingTime Button - Project Management || Button || . || . || Link to a TT report || [[:File:Pane17.png|30px]]
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| 18 || WorkingTime Button - Person Management || Button || . || . || Links to the HR manager module main menu || [[:File:Pane18.png|30px]]
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| 19 || WorkingTime Button - PO Management || Button || . || . || Links to the PO module main menu || [[:File:Pane19.png|30px]]
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| 20 || WorkingTime Button - Security Management || Button || . || . || Links to the SAM UAM console || [[:File:Pane20.png|30px]]
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| 21 || Outbound - Outcomes count || FusionChart || bar3d || intCount, strStatus || How many times the outcome has been used || [[:File:Pane21.png|30px]]
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| 22 || Outbound - Records by Agent || FusionChart || pie3d || intCount, strName || Breakdown of how many times each agent has saved a record || [[:File:Pane22.png|30px]]
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| 23 || Outbound - Contacts by Period || FusionChart || bar3d || intCount, strDate || Displays the number of CCLs || [[:File:Pane23.png|30px]]
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| 24 || Outbound - Button - Instant Visualisation || Button || . || . || Link to data profiling instant visualisation report || [[:File:Pane24.png|30px]]
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| 25 || Outbound - Button - Data Analysis || Button || . || . || Provides a link to the new "Instant Data Analytics" report in data profiling || [[:File:Pane25.png|30px]]
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| 26 || Outbound - Button - Outcome Statistics || Button || . || . || Link to the outcome breakdown report || [[:File:Pane26.png|30px]]
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| 27 || Outbound - Button - Activity Report || Button || . || . || Link to a report displaying the outcome breakdown and the AHT || [[:File:Pane27.png|30px]]
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| 28 || Outbound - Button - Data Report || Button || . || . || Link to the "Data - by outcome, by time" report || [[:File:Pane28.png|30px]]
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| 29 || Outbound - Button - Customised Reports || Button || . || . || Links to a list of all customised groups || [[:File:Pane29.png|30px]]
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| 30 || Outbound - Button - Contact Analysis || Button || . || . || Links to a trend report showing the most popular contact times || [[:File:Pane30.png|30px]]
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| 31 || Outbound - Activity Times || List || . || intId, strName, tmeTotal || Average activity time per user || [[:File:Pane31.png|30px]]
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| 32 || Outbound - Current Queue || Queue || . || . || Displays the outbound calling stack || [[:File:Pane32.png|30px]]
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| 33 || Outbound - Complete Vs. Incomplete || FusionChart || pie3d || intTotal, strType || breakdown of how many incomplete and complete outcomes have been used || [[:File:Pane33.png|30px]]
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| 34 || Outbound - Button - Set Queue || Button || . || . || Links to the "set the current working outcome" page || [[:File:Pane34.png|30px]]
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| 35 || Outbound - Button - Call backs || Button || . || . || Links to the reminders for the form || [[:File:Pane35.png|30px]]
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| 36 || Taken to Process || Button || . || . || Link to a worklist of all records in progress || [[:File:Pane36.png|30px]]
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| 37 || Outbound - Button - Load More Data || Button || . || . || Links to the data import function in form management || [[:File:Pane37.png|30px]]
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| 38 || Outbound - Button - Manage Form || Button || . || . || Opens up the form console || [[:File:Pane38.png|30px]]
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| 39 || Outbound - Button - Manage Custom Groups || Button || . || . || Link to the outbound cutomised group setup || [[:File:Pane39.png|30px]]
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| 40 || Outbound - Button - Dialler Integration || Button || . || . || Link to the wixi on dialler integration || [[:File:Pane40.png|30px]]
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| 41 || Membership - Member Types || FusionChart || bar3d || intTotal, strType || Breakdown of all member types on a form, data is pulled from a membership configuration || [[:File:Pane41.png|30px]]
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| 42 || Membership - Paid Unpaid || FusionChart || pie3d || intTotal, strType || Breakdown of paid and unpaid members || [[:File:Pane42.png|30px]]
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| 43 || Membership - Member Search || HTML || . || . || search screen to search for records in the form || [[:File:Pane43.png|30px]]
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| 44 || Membership - Button - Data Analysis || Button || . || . || Link to the instant data analytics report in data profiling || [[:File:Pane44.png|30px]]
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| 45 || Membership - Button - Instant Visualisation || Button || . || . || Link to the instant visualisations report in data profiling || [[:File:Pane45.png|30px]]
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| 46 || Membership - Button - Contact Statistics || Button || . || . || Links to the outcome breakdown and AHT info || [[:File:Pane46.png|30px]]
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| 47 || Membership - Button - Contact by Team || Button || . || . || Links to the team outbound calling report || [[:File:Pane47.png|30px]]
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| 48 || Membership - Button - Contact Pattern || Button || . || . || Link to a trend report on contact times || [[:File:Pane48.png|30px]]
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| 49 || Membership - Button - Group Communications - SMS || Button || . || . || Link to the SMS campaign send functionality || [[:File:Pane49.png|30px]]
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| 50 || Membership - Button - Group Communications - Email || Button || . || . || Link to the email campaign send functionality || [[:File:Pane50.png|30px]]
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| 51 || Security - Departments Breakdown || FusionChart || pie2d || intTotal, strName || Percentage breakdown of how many users are in each department || [[:File:Pane51.png|30px]]
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| 52 || Security - Role Breakdown || FusionChart || pie2d || intTotal, strName || Percentage breakdown of users assigned to each role || [[:File:Pane52.png|30px]]
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| 53 || Security - Lockouts || List || pie2d || strClient_Firstname, strClient_Surname, dteClient_LastLoginDateTime || List of current locked out users || [[:File:Pane53.png|30px]]
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| 54 || Security - Last IPs || List || . || intCount,strIPAddress || List of all IPs registered and number of hits from each || [[:File:Pane54.png|30px]]
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| 55 || Security - Last Logins || List || . || strClient_Firstname, strClient_Surname, dteClient_LastLoginDateTime || date and time of a user's last login || [[:File:Pane55.png|30px]]
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| 56 || Security - Button - User Status Report || Button || . || . || Links to the user status report in SAM || [[:File:Pane56.png|30px]]
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| 57 || Security - Button - Organogram || Button || . || . || Links to the security organogram || [[:File:Pane57.png|30px]]
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| 58 || Security - Button - Failed Logins || Button || . || . || Link to the failed login report in SAM || [[:File:Pane58.png|30px]]
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| 59 || Security - Button - IP Report || Button || . || . || Link to the API login report in SAM || [[:File:Pane59.png|30px]]
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| 60 || Security - Button - Security Events || Button || . || . || Link to the security audit log in SAM || [[:File:Pane60.png|30px]]
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| 61 || Security - Button - Master Settings || Button || . || . || Link to basic system information || [[:File:Pane61.png|30px]]
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| 62 || Security - Security Events || List || . || dteArticleView_DateTime, strUsername, strArticleView_Type, strArticleView_Comments || Displays the first few items of the system events audit trail || [[:File:Pane62.png|30px]]
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| 63 || Security - New Users || List || . || strClient_Firstname, strClient_Surname, dteClient_DateCreated || List of new users and when they were created || [[:File:Pane63.png|30px]]
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| 64 || Prebuild - Company - New This Month || Value || . || intTotal || The number of new records in the company form || [[:File:Pane64.png|30px]]
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| 65 || Prebuild - Company - Pie by Owner || FusionChart || pie2d || intCount, strName || Pie chart based on owner field || [[:File:Pane65.png|30px]]
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| 66 || Prebuild - Company - Pie by Geographic Region || FusionChart || pie2d || intCount, strName || Pie chart showing breakdown of the region field || [[:File:Pane66.png|30px]]
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| 67 || Prebuild - Company - Pie by Industry || FusionChart || pie2d || intCount, strName || Breakdown of the industry field || [[:File:Pane67.png|30px]]
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| 68 || Company - Worklist - My Companies || Button || . || . || Link to personal worklist of records to action || [[:File:Pane68.png|30px]]
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| 69 || Company - List - Most Recent || List || . || intId, strName, strLast_Modified, dteWhen || List of the most recently added companies || [[:File:Pane69.png|30px]]
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| 70 || Prebuild - Company - Button - Form Edit || Button || . || . || Link to the form console || [[:File:Pane70.png|30px]]
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| 71 || Prebuild - Company - Management || Button || . || . || Link to the prebuild manager || [[:File:Pane71.png|30px]]
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| 72 || Prebuild - Company - Button - Lookup Company || Button || . || . || Link to search function for looking up records || [[:File:Pane72.png|30px]]
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| 73 || Prebuild - Company - GoogleMap || GoogleMap || . || . || Displays a map on screen with all the companies pin pointed || [[:File:Pane73.png|30px]]
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| 74 || Prebuild - Contact - New This Month || Value || . || intTotal || Raw count of new contacts || [[:File:Pane74.png|30px]]
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| 75 || Prebuild - Contact - Pie by Owner || FusionChart || pie2d || intCount, strName || Breakdown of the contact owners || [[:File:Pane75.png|30px]]
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| 76 || Prebuild - Contact - Oldest Callbacks || List || . || strName, dteReminder, strComment, dteLogged || List of all callbacks sorted by date || [[:File:Pane76.png|30px]]
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| 77 || Prebuild - Contact - My Contacts || Button || . || . || Link to personal worklist of contact records || [[:File:Pane77.png|30px]]
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| 78 || Prebuild - Contact - Button - Lookup Contact || Button || . || . || Link to the look up a record page for the contacts form || [[:File:Pane78.png|30px]]
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| 79 || Prebuild - Contact - List - Most Recent || List || . || intId, strFirstName, strSurname, strEmail, strOwner, dteWhen || List of most recently added contacts || [[:File:Pane79.png|30px]]
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| 80 || Prebuild - Contact - Contacts this month || FusionChart || bar3d || intCount, strName || Breakdown of number of contacts added by each user || [[:File:Pane80.png|30px]]
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| 81 || Prebuild - Opportunity - Funnel || PipeFunnel || . || . || The status of each opportunity and where they are in pipeline || [[:File:Pane81.png|30px]]
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| 82 || Prebuild - Opportunity - Sales History || FusionChart || line || intTotal, strDate || Trend line chart of the value of the opportunities || [[:File:Pane82.png|30px]]
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| 83 || Prebuild - Opportunity - 90 day Score >= 75% || List || . || intTotal, strName || List of viable opportunities || [[:File:Pane83.png|30px]]
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| 84 || Prebuild - Opportunity - Soon to drop || List || . || intId, intTotal, strName, strOwner, strWhen || List of opportunities, the soon to drop is calculated from form fields || [[:File:Pane84.png|30px]]
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| 85 || Prebuild - Opportunity - All Opportunities || Button || . || . || Link to a worklist of all opportunities || [[:File:Pane85.png|30px]]
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| 86 || Prebuild - Opportunity - My Opportunities || Button || . || . || Link to a personal worklist of opportunities || [[:File:Pane86.png|30px]]
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| 87 || Mailbox - New Arrivals - Today || Value || . || intCount || Number of new emails received by day || [[:File:Pane87.png|30px]]
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| 88 || Mailbox - New Arrivals - Longest Wait || Value || . || strWait || Longest wait for an email to be actioned || [[:File:Pane88.png|30px]]
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| 89 || Prebuild - Mailbox - Incomplete Cases || Value || . || intCount || The number of unactioned emails || [[:File:Pane89.png|30px]]
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| 90 || Prebuild - Mailbox - Open Case Longest Wait || Value || . || strWait || The longest wait for an email to be actioned || [[:File:Pane90.png|30px]]
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| 91 || Prebuild - Mailbox - Closed This Week || Value || . || intCount || How many emails have been closed since the start of the week || [[:File:Pane91.png|30px]]
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| 92 || Prebuild - Mailbox - Button - Open Cases || Button || . || . || Link to all the emails that need to be actioned || [[:File:Pane92.png|30px]]
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| 93 || Prebuild - Mailbox - Button - Activity Times Last 30 Days || Button || . || . || Link to the activity report, displays AHTs || [[:File:Pane93.png|30px]]
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| 94 || Prebuild - Mailbox - Lookup BEmail || Button || . || . || Link to the form lookup screen || [[:File:Pane94.png|30px]]
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| 95 || Prebuild - Mailbox - My BEmails || Button || . || . || Link to personal worklist of bemails to action || [[:File:Pane95.png|30px]]
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| 96 || Prebuild - Mailbox - New cases opened by day || FusionChart || line || intTotal, strDate || Trend line chart of the number of new bemails per day || [[:File:Pane96.png|30px]]
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| 97 || Mailbox - Prebuild - Processed by day || FusionChart || bar3d || intTotal, strDate || A count of how many records are processed each day || [[:File:Pane97.png|30px]]
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| 98 || Prebuild - Mailbox - Cases by agent for last 7 days || FusionChart || pie2d || intTotal, strAgent || Breakdown of the users actioning the records || [[:File:Pane98.png|30px]]
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