Difference between revisions of "Dashboards - Pane Library"

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! Snapshot
 
! Snapshot
 
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| 1 || Dashboards - Default Holding Message || HTML || . || . || . || .  
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| 1 || Dashboards - Default Holding Message || HTML || . || . || Introductory text || [[:File:Pane1.png]]
 
|-
 
|-
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| 2 || Work by Project This Month || FusionChart || pie3d || intTotal, strProject_Name || . || .  
+
| 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]]
 
|-
 
|-
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| 3 || Hours Breakdown by Person ( This Month ) || FusionChart || pie3d || intTotal, strName || . || .  
+
| 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]]
 
|-
 
|-
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|-4 || Billable Hours per Day This Month || FusionChart || column3d || intTotal, strDate || . || .  
+
|-4 || Billable Hours per Day This Month || FusionChart || column3d || intTotal, strDate || The number of billable hours logged in time tracker || [[:File:Pane4.png]] 
 
|-
 
|-
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| 5 || WorkingTime Button - Project Report || Button || . || . || . || .  
+
| 5 || WorkingTime Button - Project Report || Button || . || . || Links to the project management module || [[:File:Pane5.png]]
 
|-
 
|-
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| 6 || WorkingTime Button - Group Project Report || Button || . || . || . || .  
+
| 6 || WorkingTime Button - Group Project Report || Button || . || . || Link to TT project report || [[:File:Pane6.png]]
 
|-
 
|-
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| 7 || WorkingTime Button - No Hours Project Report || Button || . || . || . || .  
+
| 8 || WorkingTime Button - Person Report || Button || . || . || Links to a report of a users logged hours || [[:File:Pane8.png]]
 
|-
 
|-
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| 8 || WorkingTime Button - Person Report || Button || . || . || . || .  
+
| 9 || WorkingTime Button - No Hours Person Report || Button || . || . || Link to TT main menu || [[:File:Pane9.png]]
 
|-
 
|-
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| 9 || WorkingTime Button - No Hours Person Report || Button || . || . || . || .  
+
| 10 || WorkingTime Button - Full Margin Report || Button || . || . || Links to TT main menu || [[:File:Pane10.png]]
 
|-
 
|-
−
| 10 || WorkingTime Button - Full Margin Report || Button || . || . || . || .  
+
| 11 || WorkingTime Button - Security Group Report || Button || . || . || Links to a report in TT showing hours breakdown by security group || [[:File:Pane11.png]]
 
|-
 
|-
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| 11 || WorkingTime Button - Security Group Report || Button || . || . || . || .  
+
| 12 || Billables Per Day Worklist || FusionChart || bar2d || intMargin, strDate || Calculates the margin for each day and displays it in a graph || [[:File:Pane12.png]]
 
|-
 
|-
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| 12 || Billables Per Day Worklist || FusionChart || bar2d || intMargin, strDate || . || .  
+
| 13 || Worklist of Billables || FusionChart || line || intMargin, strDate || Trend report illustrating the margin earned, data pulled from TT module || [[:File:Pane13.png]]
 
|-
 
|-
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| 13 || Worklist of Billables || FusionChart || line || intMargin, strDate || . || .  
+
| 14 || WorkingTime Button - Time Tracker Management || Button || . || . || Link to time tracker settings || [[:File:Pane14.png]]
 
|-
 
|-
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| 14 || WorkingTime Button - Time Tracker Management || Button || . || . || . || .  
+
| 15 || WorkingTime Button - Pricing Management || Button || . || . || Link to the TT report by project || [[:File:Pane15.png]]
 
|-
 
|-
−
| 15 || WorkingTime Button - Pricing Management || Button || . || . || . || .  
+
| 16 || WorkingTime Button - Expenses Management || Button || . || . || Link to the expenses manager main menu || [[:File:Pane16.png]]
 
|-
 
|-
−
| 16 || WorkingTime Button - Expenses Management || Button || . || . || . || .  
+
| 17 || WorkingTime Button - Project Management || Button || . || . || Link to a TT report || [[:File:Pane17.png]]
 
|-
 
|-
−
| 17 || WorkingTime Button - Project Management || Button || . || . || . || .  
+
| 18 || WorkingTime Button - Person Management || Button || . || . || Links to the HR manager module main menu || [[:File:Pane18.png]]
 
|-
 
|-
−
| 18 || WorkingTime Button - Person Management || Button || . || . || . || .  
+
| 19 || WorkingTime Button - PO Management || Button || . || . || Links to the PO module main menu || [[:File:Pane19.png]]
 
|-
 
|-
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| 19 || WorkingTime Button - PO Management || Button || . || . || . || .  
+
| 20 || WorkingTime Button - Security Management || Button || . || . || Links to the SAM UAM console || [[:File:Pane20.png]]
 
|-
 
|-
−
| 20 || WorkingTime Button - Security Management || Button || . || . || . || .  
+
| 21 || Outbound - Outcomes count || FusionChart || bar3d || intCount, strStatus || How many times the outcome has been used || [[:File:Pane21.png]]
 
|-
 
|-
−
| 21 || Outbound - Outcomes count || FusionChart || bar3d || intCount, strStatus || . || .  
+
| 22 || Outbound - Records by Agent || FusionChart || pie3d || intCount, strName || Breakdown of how many times each agent has saved a record || [[:File:Pane22.png]]
 
|-
 
|-
−
| 22 || Outbound - Records by Agent || FusionChart || pie3d || intCount, strName || . || .  
+
| 23 || Outbound - Contacts by Period || FusionChart || bar3d || intCount, strDate || Displays the number of CCLs || [[:File:Pane23.png]]
 
|-
 
|-
−
| 23 || Outbound - Contacts by Period || FusionChart || bar3d || intCount, strDate || . || .  
+
| 24 || Outbound - Button - Instant Visualisation || Button || . || . || Link to data profiling instant visualisation report || [[:File:Pane24.png]]
 
|-
 
|-
−
| 24 || Outbound - Button - Instant Visualisation || Button || . || . || . || .  
+
| 25 || Outbound - Button - Data Analysis || Button || . || . || Provides a link to the new "Instant Data Analytics" report in data profiling || [[:File:Pane25.png]]
 
|-
 
|-
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| 25 || Outbound - Button - Data Analysis || Button || . || . || . || .  
+
| 26 || Outbound - Button - Outcome Statistics || Button || . || . || Link to the outcome breakdown report || [[:File:Pane26.png]]
 
|-
 
|-
−
| 26 || Outbound - Button - Outcome Statistics || Button || . || . || . || .  
+
| 27 || Outbound - Button - Activity Report || Button || . || . || Link to a report displaying the outcome breakdown and the AHT || [[:File:Pane27.png]]
 
|-
 
|-
−
| 27 || Outbound - Button - Activity Report || Button || . || . || . || .  
+
| 28 || Outbound - Button - Data Report || Button || . || . || Link to the "Data - by outcome, by time" report || [[:File:Pane28.png]]
 
|-
 
|-
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| 28 || Outbound - Button - Data Report || Button || . || . || . || .  
+
| 29 || Outbound - Button - Customised Reports || Button || . || . || Links to a list of all customised groups || [[:File:Pane29.png]]
 
|-
 
|-
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| 29 || Outbound - Button - Customised Reports || Button || . || . || . || .  
+
| 30 || Outbound - Button - Contact Analysis || Button || . || . || Links to a trend report showing the most popular contact times || [[:File:Pane30.png]]
 
|-
 
|-
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| 30 || Outbound - Button - Contact Analysis || Button || . || . || . || .  
+
| 31 || Outbound - Activity Times || List || . || intId, strName, tmeTotal || Average activity time per user || [[:File:Pane31.png]]
 
|-
 
|-
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| 31 || Outbound - Activity Times || List || . || intId, strName, tmeTotal || . || .  
+
| 32 || Outbound - Current Queue || Queue || . || . || Displays the outbound calling stack || [[:File:Pane32.png]]
 
|-
 
|-
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| 32 || Outbound - Current Queue || Queue || . || . || . || .  
+
| 33 || Outbound - Complete Vs. Incomplete || FusionChart || pie3d || intTotal, strType || breakdown of how many incomplete and complete outcomes have been used || [[:File:Pane33.png]]
 
|-
 
|-
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| 33 || Outbound - Complete Vs. Incomplete || FusionChart || pie3d || intTotal, strType || . || .  
+
| 34 || Outbound - Button - Set Queue || Button || . || . || Links to the "set the current working outcome" page || [[:File:Pane34.png]]
 
|-
 
|-
−
| 34 || Outbound - Button - Set Queue || Button || . || . || . || .  
+
| 35 || Outbound - Button - Call backs || Button || . || . || Links to the reminders for the form || [[:File:Pane35.png]]
 
|-
 
|-
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| 35 || Outbound - Button - Call backs || Button || . || . || . || .  
+
| 36 || Taken to Process || Button || . || . || Link to a worklist of all records in progress || [[:File:Pane36.png]]
 
|-
 
|-
−
| 36 || Taken to Process || Button || . || . || . || .  
+
| 37 || Outbound - Button - Load More Data || Button || . || . || Links to the data import function in form management || [[:File:Pane37.png]]
 
|-
 
|-
−
| 37 || Outbound - Button - Load More Data || Button || . || . || . || .  
+
| 38 || Outbound - Button - Manage Form || Button || . || . || Opens up the form console || [[:File:Pane38.png]]
 
|-
 
|-
−
| 38 || Outbound - Button - Manage Form || Button || . || . || . || .  
+
| 39 || Outbound - Button - Manage Custom Groups || Button || . || . || Link to the outbound cutomised group setup || [[:File:Pane39.png]]
 
|-
 
|-
−
| 39 || Outbound - Button - Manage Custom Groups || Button || . || . || . || .  
+
| 40 || Outbound - Button - Dialler Integration || Button || . || . || Link to the wixi on dialler integration || [[:File:Pane40.png]]
 
|-
 
|-
−
| 40 || Outbound - Button - Dialler Integration || Button || . || . || . || .  
+
| 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]]
 
|-
 
|-
−
| 41 || Membership - Member Types || FusionChart || bar3d || intTotal, strType || . || .  
+
| 42 || Membership - Paid Unpaid || FusionChart || pie3d || intTotal, strType || Breakdown of paid and unpaid members || [[:File:Pane42.png]]
 
|-
 
|-
−
| 42 || Membership - Paid Unpaid || FusionChart || pie3d || intTotal, strType || . || .  
+
| 43 || Membership - Member Search || HTML || . || . || search screen to search for records in the form || [[:File:Pane43.png]]
 
|-
 
|-
−
| 43 || Membership - Member Search || HTML || . || . || . || .  
+
| 44 || Membership - Button - Data Analysis || Button || . || . || Link to the instant data analytics report in data profiling || [[:File:Pane44.png]]
 
|-
 
|-
−
| 44 || Membership - Button - Data Analysis || Button || . || . || . || .  
+
| 45 || Membership - Button - Instant Visualisation || Button || . || . || Link to the instant visualisations report in data profiling || [[:File:Pane45.png]]
 
|-
 
|-
−
| 45 || Membership - Button - Instant Visualisation || Button || . || . || . || .  
+
| 46 || Membership - Button - Contact Statistics || Button || . || . || Links to the outcome breakdown and AHT info || [[:File:Pane46.png]]
 
|-
 
|-
−
| 46 || Membership - Button - Contact Statistics || Button || . || . || . || .  
+
| 47 || Membership - Button - Contact by Team || Button || . || . || Links to the team outbound calling report || [[:File:Pane47.png]]
 
|-
 
|-
−
| 47 || Membership - Button - Contact by Team || Button || . || . || . || .  
+
| 48 || Membership - Button - Contact Pattern || Button || . || . || Link to a trend report on contact times || [[:File:Pane48.png]]
 
|-
 
|-
−
| 48 || Membership - Button - Contact Pattern || Button || . || . || . || .  
+
| 49 || Membership - Button - Group Communications - SMS || Button || . || . || Link to the SMS campaign send functionality || [[:File:Pane49.png]]
 
|-
 
|-
−
| 49 || Membership - Button - Group Communications - SMS || Button || . || . || . || .  
+
| 50 || Membership - Button - Group Communications - Email || Button || . || . || Link to the email campaign send functionality || [[:File:Pane50.png]]
 
|-
 
|-
−
| 50 || Membership - Button - Group Communications - Email || Button || . || . || . || .  
+
| 51 || Security - Departments Breakdown || FusionChart || pie2d || intTotal, strName || Percentage breakdown of how many users are in each department || [[:File:Pane51.png]]
 
|-
 
|-
−
| 51 || Security - Departments Breakdown || FusionChart || pie2d || intTotal, strName || . || .  
+
| 52 || Security - Role Breakdown || FusionChart || pie2d || intTotal, strName || Percentage breakdown of users assigned to each role || [[:File:Pane52.png]]
 
|-
 
|-
−
| 52 || Security - Role Breakdown || FusionChart || pie2d || intTotal, strName || . || .  
+
| 53 || Security - Lockouts || List || pie2d || strClient_Firstname, strClient_Surname, dteClient_LastLoginDateTime || List of current locked out users || [[:File:Pane53.png]]
 
|-
 
|-
−
| 53 || Security - Lockouts || List || pie2d || strClient_Firstname, strClient_Surname, dteClient_LastLoginDateTime || . || .  
+
| 54 || Security - Last IPs || List || . || intCount,strIPAddress || List of all IPs registered and number of hits from each || [[:File:Pane54.png]]
 
|-
 
|-
−
| 54 || Security - Last IPs || List || . || intCount,strIPAddress || . || .  
+
| 55 || Security - Last Logins || List || . || strClient_Firstname, strClient_Surname, dteClient_LastLoginDateTime || date and time of a user's last login || [[:File:Pane55.png]]
 
|-
 
|-
−
| 55 || Security - Last Logins || List || . || strClient_Firstname, strClient_Surname, dteClient_LastLoginDateTime || . || .  
+
| 56 || Security - Button - User Status Report || Button || . || . || Links to the user status report in SAM || [[:File:Pane56.png]]
 
|-
 
|-
−
| 56 || Security - Button - User Status Report || Button || . || . || . || .  
+
| 57 || Security - Button - Organogram || Button || . || . || Links to the security organogram || [[:File:Pane57.png]]
 
|-
 
|-
−
| 57 || Security - Button - Organogram || Button || . || . || . || .  
+
| 58 || Security - Button - Failed Logins || Button || . || . || Link to the failed login report in SAM || [[:File:Pane58.png]]
 
|-
 
|-
−
| 58 || Security - Button - Failed Logins || Button || . || . || . || .  
+
| 59 || Security - Button - IP Report || Button || . || . || Link to the API login report in SAM || [[:File:Pane59.png]]
 
|-
 
|-
−
| 59 || Security - Button - IP Report || Button || . || . || . || .  
+
| 60 || Security - Button - Security Events || Button || . || . || Link to the security audit log in SAM || [[:File:Pane60.png]]
 
|-
 
|-
−
| 60 || Security - Button - Security Events || Button || . || . || . || .  
+
| 61 || Security - Button - Master Settings || Button || . || . || Link to basic system information || [[:File:Pane61.png]]
 
|-
 
|-
−
| 61 || Security - Button - Master Settings || Button || . || . || . || .  
+
| 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]]
 
|-
 
|-
−
| 62 || Security - Security Events || List || . || dteArticleView_DateTime, strUsername, strArticleView_Type, strArticleView_Comments || . || .  
+
| 63 || Security - New Users || List || . || strClient_Firstname, strClient_Surname, dteClient_DateCreated || List of new users and when they were created || [[:File:Pane63.png]]
 
|-
 
|-
−
| 63 || Security - New Users || List || . || strClient_Firstname, strClient_Surname, dteClient_DateCreated || . || .  
+
| 64 || Prebuild - Company - New This Month || Value || . || intTotal || The number of new records in the company form || [[:File:Pane64.png]]
 
|-
 
|-
−
| 64 || Prebuild - Company - New This Month || Value || . || intTotal || . || .  
+
| 65 || Prebuild - Company - Pie by Owner || FusionChart || pie2d || intCount, strName || Pie chart based on owner field || [[:File:Pane65.png]]
 
|-
 
|-
−
| 65 || Prebuild - Company - Pie by Owner || FusionChart || pie2d || intCount, strName || . || .  
+
| 66 || Prebuild - Company - Pie by Geographic Region || FusionChart || pie2d || intCount, strName || Pie chart showing breakdown of the region field || [[:File:Pane66.png]]
 
|-
 
|-
−
| 66 || Prebuild - Company - Pie by Geographic Region || FusionChart || pie2d || intCount, strName || . || .  
+
| 67 || Prebuild - Company - Pie by Industry || FusionChart || pie2d || intCount, strName || Breakdown of the industry field || [[:File:Pane67.png]]
 
|-
 
|-
−
| 67 || Prebuild - Company - Pie by Industry || FusionChart || pie2d || intCount, strName || . || .  
+
| 68 || Company - Worklist - My Companies || Button || . || . || Link to personal worklist of records to action || [[:File:Pane68.png]]
 
|-
 
|-
−
| 68 || Company - Worklist - My Companies || Button || . || . || . || .  
+
| 69 || Company - List - Most Recent || List || . || intId, strName, strLast_Modified, dteWhen || List of the most recently added companies || [[:File:Pane69.png]]
 
|-
 
|-
−
| 69 || Company - List - Most Recent || List || . || intId, strName, strLast_Modified, dteWhen || . || .  
+
| 70 || Prebuild - Company - Button - Form Edit || Button || . || . || Link to the form console || [[:File:Pane70.png]]
 
|-
 
|-
−
| 70 || Prebuild - Company - Button - Form Edit || Button || . || . || . || .  
+
| 71 || Prebuild - Company - Management || Button || . || . || Link to the prebuild manager || [[:File:Pane71.png]]
 
|-
 
|-
−
| 71 || Prebuild - Company - Management || Button || . || . || . || .  
+
| 72 || Prebuild - Company - Button - Lookup Company || Button || . || . || Link to search function for looking up records || [[:File:Pane72.png]]
 
|-
 
|-
−
| 72 || Prebuild - Company - Button - Lookup Company || Button || . || . || . || .  
+
| 73 || Prebuild - Company - GoogleMap || GoogleMap || . || . || Displays a map on screen with all the companies pin pointed || [[:File:Pane73.png]]
 
|-
 
|-
−
| 73 || Prebuild - Company - GoogleMap || GoogleMap || . || . || . || .  
+
| 74 || Prebuild - Contact - New This Month || Value || . || intTotal || Raw count of new contacts || [[:File:Pane74.png]]
 
|-
 
|-
−
| 74 || Prebuild - Contact - New This Month || Value || . || intTotal || . || .  
+
| 75 || Prebuild - Contact - Pie by Owner || FusionChart || pie2d || intCount, strName || Breakdown of the contact owners || [[:File:Pane75.png]]
 
|-
 
|-
−
| 75 || Prebuild - Contact - Pie by Owner || FusionChart || pie2d || intCount, strName || . || .  
+
| 76 || Prebuild - Contact - Oldest Callbacks || List || . || strName, dteReminder, strComment, dteLogged || List of all callbacks sorted by date || [[:File:Pane76.png]]
 
|-
 
|-
−
| 76 || Prebuild - Contact - Oldest Callbacks || List || . || strName, dteReminder, strComment, dteLogged || . || .  
+
| 77 || Prebuild - Contact - My Contacts || Button || . || . || Link to personal worklist of contact records || [[:File:Pane77.png]]
 
|-
 
|-
−
| 77 || Prebuild - Contact - My Contacts || Button || . || . || . || .  
+
| 78 || Prebuild - Contact - Button - Lookup Contact || Button || . || . || Link to the look up a record page for the contacts form || [[:File:Pane78.png]]
 
|-
 
|-
−
| 78 || Prebuild - Contact - Button - Lookup Contact || Button || . || . || . || .  
+
| 79 || Prebuild - Contact - List - Most Recent || List || . || intId, strFirstName, strSurname, strEmail, strOwner, dteWhen || List of most recently added contacts || [[:File:Pane79.png]]
 
|-
 
|-
−
| 79 || Prebuild - Contact - List - Most Recent || List || . || intId, strFirstName, strSurname, strEmail, strOwner, dteWhen || . || .  
+
| 80 || Prebuild - Contact - Contacts this month || FusionChart || bar3d || intCount, strName || Breakdown of number of contacts added by each user || [[:File:Pane80.png]]
 
|-
 
|-
−
| 80 || Prebuild - Contact - Contacts this month || FusionChart || bar3d || intCount, strName || . || .  
+
| 81 || Prebuild - Opportunity - Funnel || PipeFunnel || . || . || The status of each opportunity and where they are in pipeline || [[:File:Pane81.png]]
 
|-
 
|-
−
| 81 || Prebuild - Opportunity - Funnel || PipeFunnel || . || . || . || .  
+
| 82 || Prebuild - Opportunity - Sales History || FusionChart || line || intTotal, strDate || Trend line chart of the value of the opportunities || [[:File:Pane82.png]]
 
|-
 
|-
−
| 82 || Prebuild - Opportunity - Sales History || FusionChart || line || intTotal, strDate || . || .  
+
| 83 || Prebuild - Opportunity - 90 day Score >= 75% || List || . || intTotal, strName || List of viable opportunities || [[:File:Pane83.png]]
 
|-
 
|-
−
| 83 || Prebuild - Opportunity - 90 day Score >= 75% || List || . || intTotal, strName || . || .  
+
| 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]]
 
|-
 
|-
−
| 84 || Prebuild - Opportunity - Soon to drop || List || . || intId, intTotal, strName, strOwner, strWhen || . || .  
+
| 85 || Prebuild - Opportunity - All Opportunities || Button || . || . || Link to a worklist of all opportunities || [[:File:Pane85.png]]
 
|-
 
|-
−
| 85 || Prebuild - Opportunity - All Opportunities || Button || . || . || . || .  
+
| 86 || Prebuild - Opportunity - My Opportunities || Button || . || . || Link to a personal worklist of opportunities || [[:File:Pane86.png]]
 
|-
 
|-
−
| 86 || Prebuild - Opportunity - My Opportunities || Button || . || . || . || .  
+
| 87 || Mailbox - New Arrivals - Today || Value || . || intCount || Number of new emails received by day || [[:File:Pane87.png]]
 
|-
 
|-
−
| 87 || Mailbox - New Arrivals - Today || Value || . || intCount || . || .  
+
| 88 || Mailbox - New Arrivals - Longest Wait || Value || . || strWait || Longest wait for an email to be actioned || [[:File:Pane88.png]]
 
|-
 
|-
−
| 88 || Mailbox - New Arrivals - Longest Wait || Value || . || strWait || . || .  
+
| 89 || Prebuild - Mailbox - Incomplete Cases || Value || . || intCount || The number of unactioned emails || [[:File:Pane89.png]]
 
|-
 
|-
−
| 89 || Prebuild - Mailbox - Incomplete Cases || Value || . || intCount || . || .  
+
| 90 || Prebuild - Mailbox - Open Case Longest Wait || Value || . || strWait || The longest wait for an email to be actioned || [[:File:Pane90.png]]
 
|-
 
|-
−
| 90 || Prebuild - Mailbox - Open Case Longest Wait || Value || . || strWait || . || .  
+
| 91 || Prebuild - Mailbox - Closed This Week || Value || . || intCount || How many emails have been closed since the start of the week || [[:File:Pane91.png]]
 
|-
 
|-
−
| 91 || Prebuild - Mailbox - Closed This Week || Value || . || intCount || . || .  
+
| 92 || Prebuild - Mailbox - Button - Open Cases || Button || . || . || Link to all the emails that need to be actioned || [[:File:Pane92.png]]
 
|-
 
|-
−
| 92 || Prebuild - Mailbox - Buttton - Open Cases || Button || . || . || . || .  
+
| 93 || Prebuild - Mailbox - Button - Activity Times Last 30 Days || Button || . || . || Link to the activity report, displays AHTs || [[:File:Pane93.png]]
 
|-
 
|-
−
| 93 || Prebuild - Mailbox - Button - Activity Times Last 30 Days || Button || . || . || . || .  
+
| 94 || Prebuild - Mailbox - Lookup BEmail || Button || . || . || Link to the form lookup screen || [[:File:Pane94.png]]
 
|-
 
|-
−
| 94 || Prebuild - Mailbox - Lookup BEmail || Button || . || . || . || .  
+
| 95 || Prebuild - Mailbox - My BEmails || Button || . || . || Link to personal worklist of bemails to action || [[:File:Pane95.png]]
 
|-
 
|-
−
| 95 || Prebuild - Mailbox - My BEmails || Button || . || . || . || .  
+
| 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]]
 
|-
 
|-
−
| 96 || Prebuild - Mailbox - New cases opened by day || FusionChart || line || intTotal, strDate || . || .  
+
| 97 || Mailbox - Prebuild - Processed by day || FusionChart || bar3d || intTotal, strDate || A count of how many records are processed each day || [[:File:Pane97.png]]
 
|-
 
|-
−
| 97 || Mailbox - Prebuild - Processed by day || FusionChart || bar3d || intTotal, strDate || . || .
+
| 98 || Prebuild - Mailbox - Cases by agent for last 7 days || FusionChart || pie2d || intTotal, strAgent || Breakdown of the users actioning the records || [[:File:Pane98.png]]
−
|-
 
−
| 98 || Prebuild - Mailbox - Cases by agent for last 7 days || FusionChart || pie2d || intTotal, strAgent || . || .  
 
 
|-
 
|-
 
|}
 
|}

Revision as of 18:10, 12 March 2018

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