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	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