04/12/17 22:14 PM  

Managing RingCentral Live Reports Dashboards

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SummaryHow do I manage Live Reports Dashboards? How can I create a new Live Reports Dashboard? How do I set up the Wallboard View?
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Users with Live Reports - Full Access permission can manage Live Reports dashboards. They should be able to create new dashboards, modify existing dashboards, and add and/or remove widgets via the RingCentral Online account.

This article discusses the following topics. Click any of the links to learn more:

Accessing Live Reports via the RingCentral Online account
Creating a new Dashboard
Editing an Existing Dashboard
Deleting a Dashboard
Duplicating an Existing Dashboard
Searching for a Dashboard
Adding new Reports
Managing a Widget
Changing the Dashboard Layout
Setting the Wallboard View

Accessing Live Reports via the RingCentral Online account

A new drop-down appears under Reports once Live Reports is enabled on your account. Account administrators and Users with administrative privileges can follow the steps below to access Live Reports through the RingCentral Online account.

Step 1:

Log in to your RingCentral Online account.

Step 2:

Admin Portal is automatically displayed.

Hover over Reports, then click Live Reports.

NOTE: Access to Live Reports is controlled via roles and permissions as set by the Group Manager.

Live Reports drop-down

Creating a new Dashboard

Step 1:

Access Live Reports on your Online account.

Step 2:

Click the Add Dashboard button.

Click the Add Dashboard button.

Step 3:

Enter a Dashboard Name, then select a Privacy Setting.

There are 2 available Privacy Settings:

• Private - visible only to User who created the Dashboard. Only this User can edit the Dashboard as well.
• Public - visible to anyone who has an access to Live Reports but only the creator of the Dashboard can edit.

NOTE: If a Dashboard is set to Public, all users with either Full Access or View Only permissions will get an access to this dashboard. 

Click Save.

Enter a Dashboard Name, then select a Privacy Setting. Click Save.


The new Dashboard has been created.

New Dashboard added.

Editing an Existing Dashboard

Step 1:

Access Live Reports on your Online account.

Step 2:

Click the Edit button.

Click Edit.

Step 3:

Make the necessary changes, then click Save.

Enter a Dashboard Name, then select a Privacy Setting. Click Save.

Deleting a Dashboard

Step 1:

Access Live Reports on your Online account.

Step 2:

Click the Delete button.

Click Delete.

Duplicating an Existing Dashboard

In order to save time creating a dashboard, you can duplicate one of the existing dashboards, both private and shared with you by other users.

Step 1:

Access Live Reports on your Online account.

Step 2:

Click the Duplicate button.

Click Duplicate.

Searching for a Dashboard

In case there are multiple dashboards, you can search for a Dashboard by typing the name in the search field.

NOTE: You should be logged in to Live Reports to be able to perform this action.

Step 1:

Click the Dashboard's drop-down box.

Click the Live Reports Dashboard drop-down.

Step 2:

Type the name of the Dashboard you are looking for in the search box.

NOTE: The search result/s will appear right below the search box.

Type the name of the Dashboard you are looking for in the search box.

Step 3:

Click the Dashboard that you want to open from the search result/s.

Search result.

Adding New Reports

Reports in Dashboards are called Widgets. Add a new Report or Widget by following the steps below:

Step 1:

Access Live Reports on your Online account.

Step 2:

Click the Add Widget button.

Click the Add Widget button.

Step 3:

Decide which Widget type needs to be added to the Dashboard. Click your choice.

In the example below, we selected Service Level.

Select a Widget type.

Managing a Widget

Widgets can be managed once created — you can modify the settings, duplicate or delete them.

Step 1:

Access Live Reports on your Online account.

Step 2:

Select a Widget to manage.

Click the 3 vertical dots button 3 vertical dots button located in the top-right corner of the Widget.

Click the 3 vertical dots button located in the top-right corner of the Widget. 

NOTE: In case the 3 vertical dots  button 3 vertical dots button is not present, check the following:

• Make sure you have Full Access permissions for Live Reports.
• Ensure you are the owner of a dashboard you want to edit. 
• If you don’t own a dashboard and still want to configure a dashboard, then clone it using the top toolbar.

Step 3:

You will see the following options:

Settings - Select if you want to change the widget settings.
Duplicate - Choose this option to create a new widget of the same type settings inherited from the current widget.
Delete - Deletes the widget.

Click your preferred action. In the example below, we will be duplicating the widget.

Click Duplicate.

Changing the Dashboard Layout

All widgets are draggable and can be easily repositioned to a new location in the Dashboard.

Step 1:

Access Live Reports on your Online account.

Step 2:

Select a Widget to reposition.  

Hover your mouse over the drag and drop Drag and drop handle handle located in the top-left corner of the Widget.

Click the drag and drop handle, located in the top-left corner of the Widget. 

NOTE: If the drag and drop handle is absent, check the following.

• Make sure you have Full Access permissions for Live Reports.
• Ensure you are the owner of a dashboard you want to edit. 
• If you don’t own a dashboard and still want to configure a dashboard, you can clone it using the top toolbar.

Step 3:

Hold the mouse button and drag the widget to the desired position. 

Release the mouse button when you see the outline in the new Widget position.

Release the mouse button when the outline appears in the new Widget position.

Setting the Wallboard View

Live Reports can be configured to present information on a wide screen to the agents on the floor.

Step 1:

Log in to any of the following websites using your existing User credentials, preferably with read-only permissions:

• live.ringcentral.com
• live.ringcentral.co.uk
• live.ringcentral.eu

Step 2:

Select one of the available Dashboards.

Step 3:

Click Wallboard located in the top-right corner of the screen.

Click Wallboard.


The Wallboard will now be displayed. There is no need to refresh the data, as it will be streamed without the need for a manual intervention.

Zoom in the Wallboard.

NOTE: You can adjust the size of the text using browser control like CTRL + on PC and CMD + on Mac. Dashboards automatically adapt to any zoom level.



See Also

RingCentral Live Reports: Overview 
RingCentral Live Reports Widgets Overview 
RingCentral Live Reports: Known Issues and Workarounds 

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