Form - Advanced Settings - Listing

From All n One's bxp software Wixi

Revision as of 09:56, 14 February 2019 by Philip Lacey (talk | contribs)
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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 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 Pane2.png
3 Hours Breakdown by Person ( This Month ) FusionChart pie3d intTotal, strName Breakdown of hours logged by users in the time tracker module Pane3.png
5 WorkingTime Button - Project Report Button . . Links to the project management module Pane5.png
6 WorkingTime Button - Group Project Report Button . . Link to TT project report Pane6.png
8 WorkingTime Button - Person Report Button . . Links to a report of a users logged hours Pane8.png
9 WorkingTime Button - No Hours Person Report Button . . Link to TT main menu Pane9.png
10 WorkingTime Button - Full Margin Report Button . . Links to TT main menu Pane10.png
11 WorkingTime Button - Security Group Report Button . . Links to a report in TT showing hours breakdown by security group Pane11.png
12 Billables Per Day Worklist FusionChart bar2d intMargin, strDate Calculates the margin for each day and displays it in a graph Pane12.png
13 Worklist of Billables FusionChart line intMargin, strDate Trend report illustrating the margin earned, data pulled from TT module Pane13.png
14 WorkingTime Button - Time Tracker Management Button . . Link to time tracker settings Pane14.png
15 WorkingTime Button - Pricing Management Button . . Link to the TT report by project Pane15.png
16 WorkingTime Button - Expenses Management Button . . Link to the expenses manager main menu Pane16.png
17 WorkingTime Button - Project Management Button . . Link to a TT report Pane17.png
18 WorkingTime Button - Person Management Button . . Links to the HR manager module main menu Pane18.png
19 WorkingTime Button - PO Management Button . . Links to the PO module main menu Pane19.png
20 WorkingTime Button - Security Management Button . . Links to the SAM UAM console Pane20.png
21 Outbound - Outcomes count FusionChart bar3d intCount, strStatus How many times the outcome has been used Pane21.png
22 Outbound - Records by Agent FusionChart pie3d intCount, strName Breakdown of how many times each agent has saved a record Pane22.png
23 Outbound - Contacts by Period FusionChart bar3d intCount, strDate Displays the number of CCLs Pane23.png
24 Outbound - Button - Instant Visualisation Button . . Link to data profiling instant visualisation report Pane24.png
25 Outbound - Button - Data Analysis Button . . Provides a link to the new "Instant Data Analytics" report in data profiling Pane25.png
26 Outbound - Button - Outcome Statistics Button . . Link to the outcome breakdown report Pane26.png
27 Outbound - Button - Activity Report Button . . Link to a report displaying the outcome breakdown and the AHT Pane27.png
28 Outbound - Button - Data Report Button . . Link to the "Data - by outcome, by time" report Pane28.png
29 Outbound - Button - Customised Reports Button . . Links to a list of all customised groups Pane29.png
30 Outbound - Button - Contact Analysis Button . . Links to a trend report showing the most popular contact times Pane30.png
31 Outbound - Activity Times List . intId, strName, tmeTotal Average activity time per user Pane31.png
32 Outbound - Current Queue Queue . . Displays the outbound calling stack Pane32.png
33 Outbound - Complete Vs. Incomplete FusionChart pie3d intTotal, strType breakdown of how many incomplete and complete outcomes have been used Pane33.png
34 Outbound - Button - Set Queue Button . . Links to the "set the current working outcome" page Pane34.png
35 Outbound - Button - Call backs Button . . Links to the reminders for the form Pane35.png
36 Taken to Process Button . . Link to a worklist of all records in progress Pane36.png
37 Outbound - Button - Load More Data Button . . Links to the data import function in form management Pane37.png
38 Outbound - Button - Manage Form Button . . Opens up the form console Pane38.png
39 Outbound - Button - Manage Custom Groups Button . . Link to the outbound cutomised group setup Pane39.png
40 Outbound - Button - Dialler Integration Button . . Link to the wixi on dialler integration 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 Pane41.png
42 Membership - Paid Unpaid FusionChart pie3d intTotal, strType Breakdown of paid and unpaid members Pane42.png
43 Membership - Member Search HTML . . search screen to search for records in the form Pane43.png
44 Membership - Button - Data Analysis Button . . Link to the instant data analytics report in data profiling Pane44.png
45 Membership - Button - Instant Visualisation Button . . Link to the instant visualisations report in data profiling Pane45.png
46 Membership - Button - Contact Statistics Button . . Links to the outcome breakdown and AHT info Pane46.png
47 Membership - Button - Contact by Team Button . . Links to the team outbound calling report Pane47.png
48 Membership - Button - Contact Pattern Button . . Link to a trend report on contact times Pane48.png
49 Membership - Button - Group Communications - SMS Button . . Link to the SMS campaign send functionality Pane49.png
50 Membership - Button - Group Communications - Email Button . . Link to the email campaign send functionality Pane50.png
51 Security - Departments Breakdown FusionChart pie2d intTotal, strName Percentage breakdown of how many users are in each department Pane51.png
52 Security - Role Breakdown FusionChart pie2d intTotal, strName Percentage breakdown of users assigned to each role Pane52.png
53 Security - Lockouts List pie2d strClient_Firstname, strClient_Surname, dteClient_LastLoginDateTime List of current locked out users Pane53.png
54 Security - Last IPs List . intCount,strIPAddress List of all IPs registered and number of hits from each Pane54.png
55 Security - Last Logins List . strClient_Firstname, strClient_Surname, dteClient_LastLoginDateTime date and time of a user's last login Pane55.png
56 Security - Button - User Status Report Button . . Links to the user status report in SAM Pane56.png
57 Security - Button - Organogram Button . . Links to the security organogram Pane57.png
58 Security - Button - Failed Logins Button . . Link to the failed login report in SAM Pane58.png
59 Security - Button - IP Report Button . . Link to the API login report in SAM Pane59.png
60 Security - Button - Security Events Button . . Link to the security audit log in SAM Pane60.png
61 Security - Button - Master Settings Button . . Link to basic system information 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 Pane62.png
63 Security - New Users List . strClient_Firstname, strClient_Surname, dteClient_DateCreated List of new users and when they were created Pane63.png
64 Prebuild - Company - New This Month Value . intTotal The number of new records in the company form Pane64.png
65 Prebuild - Company - Pie by Owner FusionChart pie2d intCount, strName Pie chart based on owner field Pane65.png
66 Prebuild - Company - Pie by Geographic Region FusionChart pie2d intCount, strName Pie chart showing breakdown of the region field Pane66.png
67 Prebuild - Company - Pie by Industry FusionChart pie2d intCount, strName Breakdown of the industry field Pane67.png
68 Company - Worklist - My Companies Button . . Link to personal worklist of records to action Pane68.png
69 Company - List - Most Recent List . intId, strName, strLast_Modified, dteWhen List of the most recently added companies Pane69.png
70 Prebuild - Company - Button - Form Edit Button . . Link to the form console Pane70.png
71 Prebuild - Company - Management Button . . Link to the prebuild manager Pane71.png
72 Prebuild - Company - Button - Lookup Company Button . . Link to search function for looking up records Pane72.png
73 Prebuild - Company - GoogleMap GoogleMap . . Displays a map on screen with all the companies pin pointed Pane73.png
74 Prebuild - Contact - New This Month Value . intTotal Raw count of new contacts Pane74.png
75 Prebuild - Contact - Pie by Owner FusionChart pie2d intCount, strName Breakdown of the contact owners Pane75.png
76 Prebuild - Contact - Oldest Callbacks List . strName, dteReminder, strComment, dteLogged List of all callbacks sorted by date Pane76.png
77 Prebuild - Contact - My Contacts Button . . Link to personal worklist of contact records Pane77.png
78 Prebuild - Contact - Button - Lookup Contact Button . . Link to the look up a record page for the contacts form Pane78.png
79 Prebuild - Contact - List - Most Recent List . intId, strFirstName, strSurname, strEmail, strOwner, dteWhen List of most recently added contacts Pane79.png
80 Prebuild - Contact - Contacts this month FusionChart bar3d intCount, strName Breakdown of number of contacts added by each user Pane80.png
81 Prebuild - Opportunity - Funnel PipeFunnel . . The status of each opportunity and where they are in pipeline Pane81.png
82 Prebuild - Opportunity - Sales History FusionChart line intTotal, strDate Trend line chart of the value of the opportunities Pane82.png
83 Prebuild - Opportunity - 90 day Score >= 75% List . intTotal, strName List of viable opportunities 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 Pane84.png
85 Prebuild - Opportunity - All Opportunities Button . . Link to a worklist of all opportunities Pane85.png
86 Prebuild - Opportunity - My Opportunities Button . . Link to a personal worklist of opportunities Pane86.png
87 Mailbox - New Arrivals - Today Value . intCount Number of new emails received by day Pane87.png
88 Mailbox - New Arrivals - Longest Wait Value . strWait Longest wait for an email to be actioned Pane88.png
89 Prebuild - Mailbox - Incomplete Cases Value . intCount The number of unactioned emails Pane89.png
90 Prebuild - Mailbox - Open Case Longest Wait Value . strWait The longest wait for an email to be actioned Pane90.png
91 Prebuild - Mailbox - Closed This Week Value . intCount How many emails have been closed since the start of the week Pane91.png
92 Prebuild - Mailbox - Button - Open Cases Button . . Link to all the emails that need to be actioned Pane92.png
93 Prebuild - Mailbox - Button - Activity Times Last 30 Days Button . . Link to the activity report, displays AHTs Pane93.png
94 Prebuild - Mailbox - Lookup BEmail Button . . Link to the form lookup screen Pane94.png
95 Prebuild - Mailbox - My BEmails Button . . Link to personal worklist of bemails to action 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 Pane96.png
97 Mailbox - Prebuild - Processed by day FusionChart bar3d intTotal, strDate A count of how many records are processed each day Pane97.png
98 Prebuild - Mailbox - Cases by agent for last 7 days FusionChart pie2d intTotal, strAgent Breakdown of the users actioning the records Pane98.png