Work with the analytics workspace

Prerequisites
  • Analytics > Tab Configurations > View permission
  • AnalyticsTab Configurations Edit permission
  • Analytics > Tab Configurations > Delete permission
  • Analytics > View Configurations > View permission
  • Analytics > View Configurations > Edit permission 

The analytics workspaces enables you to create and customize your own working environment, so that you can find exactly what you need, when you need it. The analytics workspace contains upto 20 views (each represented by a tab). The data presented in each view depends on your filter and configuration preferences. For more information, see About analytics workspaces and Understand analytics workspaces.

From the analytics workspace you can perform one or more of the following procedures.

  1. Click Performance > Workspace.
    The analytics workspace opens with a Workspace tab that contains a list of all of the views you can create.

    Click the image to enlarge.

    Left side of Workspace view

  2. From the workspace Default list, select the view you want to create.
    The view you selected replaces the Workspace tab.

Note: To create another view click the tab. When the tab is selected the Workspace tab is opened. Repeat steps 1 and 2 above.

  1. Click Performance > Workspace.
  2. From the workspace Default list, select the view you want to create. 
  3. In the tab’s title click the 3 dot menu and select Save as.

    Click the image to enlarge.

    Save as new view

  4. Enter the view name in the field provided.
  5. Select a default time period.
  6. Click Save.

Note: The saved view appears in the Saved list in the Workspace tab. The original saved view remains the same.

  1. Click Performance > Workspace.
  2. From the Saved list, select the view you want to edit.
  3. Make all of your necessary changes.
  4. In the tab’s title click the 3 dot menu and select Save as.

    Click the image to enlarge.

    Save as new view

  5. Click Save.

Note: If you close a view without saving your changes, your changes will be lost.

  1. Create a new analytics workspace view or open an existing saved view.
  2. Open the filter panel associated with the specific view and configure the available options.

    For more information about how to save you filter configuration, see Save a view’s filters and column settings.

  1. Create a new analytics workspace view or open an existing saved view.
  2. Select any of the view tabs, columns, rows, and so one to drill down into the details.

  1. Create a new analytics workspace view or open an existing saved view.
  2. Export the data from selected views as a CSV file or a PDF report delivered to your inbox in Genesys Cloud. For more information, see Export a view.