Work with the analytics workspace

AI-generated summary

Genesys Cloud's analytics workspace enables users to create a personalized working environment containing up to 20 customizable views, each represented by a tab, allowing efficient access to filtered data according to specific preferences. Users require appropriate permissions for Analytics Tab Configurations (View, Edit, Delete) and Analytics View Configurations (View, Edit) to access this functionality. The workspace is accessed through Menu > Analytics > Analytics Workspace, where users can select from default views or create new tabs. Users can save analytics workspace views by selecting a view, clicking Save, choosing "Save View As," entering a view name, selecting a default time period, and confirming the save. Saved views appear in the Saved list within the Workspace tab. The workspace supports editing existing views through the "Overwrite Existing View" option, allowing users to modify view names and default time periods while maintaining the original view structure. Tab management functionality enables users to reorder tabs by dragging them to preferred locations and access additional tab actions through a More menu or right-click options. The interface provides visual indicators, such as asterisks (*) appearing next to unsaved tab names, to alert users of unsaved changes. Users must save changes before closing views to prevent data loss, as closing without saving results in loss of modifications. The analytics workspace supports three primary operational capabilities: filtering, drilling down, and exporting data. Filtering allows users to create new views or open existing saved views, then configure available filter options through the filter panel, with filter configurations savable for future use. Drilling down functionality enables users to select view tabs, columns, rows, and other elements to access detailed information within analytics workspace views. Data export functionality allows users to export selected view data in CSV file format or as PDF reports delivered directly to their inbox within Genesys Cloud. These features collectively provide comprehensive data analysis, exploration, and reporting capabilities within the analytics workspace environment.

PrerequisitesClick to expand

The analytics workspaces enables you to create and customize your working environment so that you can find exactly what you need, when you need it. The analytics workspace contains up to 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.

Notes:

To change the order of the tabs, simply drag the tab to the location you prefer.
For additional tab actions, click the tab’s More menu or right-click the tab.

From the analytics workspace, you can perform the following procedures.

Open the analytics workspaceClick to expand

Save an analytics workspace viewClick to expand

Click Menu > Analytics > Analytics Workspace.
From the workspace Saved list, select the view whose name you want to change.
Click Save on the right side of the screen and select the Save View As tab.
Enter the view name in the field provided.
Select a default time period.
Click Save.

Notes:

The saved view appears in the Saved list in the Workspace tab.
If you do not save the changes you made to a tab and asterisk (*) appears next to the tab name.

Edit an analytics workspace viewClick to expand

Click Menu > Analytics > Analytics Workspace.
From the workspace Default list, select the view that you want to create.
Select the Overwrite Existing View tab on the right side of the screen under Save View.
From the Existing Saved View list, select the view whose name you want to change.
Enter the new view name in the Overwrite Name field.
Select a default time period.
Click Save.

Note: If you close a view without saving your changes, you lose your changes.

Filter an analytics workspace viewClick to expand

Drill down an analytics workspace viewClick to expand

Export an analytics workspace viewClick to expand

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Work with the analytics workspace

AI-generated summary

PrerequisitesClick to expand

Notes:

To change the order of the tabs, simply drag the tab to the location you prefer.
For additional tab actions, click the tab’s More menu or right-click the tab.

From the analytics workspace, you can perform the following procedures.

Open the analytics workspaceClick to expand

Save an analytics workspace viewClick to expand

Click Menu > Analytics > Analytics Workspace.
From the workspace Saved list, select the view whose name you want to change.
Click Save on the right side of the screen and select the Save View As tab.
Enter the view name in the field provided.
Select a default time period.
Click Save.

Notes:

The saved view appears in the Saved list in the Workspace tab.
If you do not save the changes you made to a tab and asterisk (*) appears next to the tab name.

Edit an analytics workspace viewClick to expand

Click Menu > Analytics > Analytics Workspace.
From the workspace Default list, select the view that you want to create.
Select the Overwrite Existing View tab on the right side of the screen under Save View.
From the Existing Saved View list, select the view whose name you want to change.
Enter the new view name in the Overwrite Name field.
Select a default time period.
Click Save.

Note: If you close a view without saving your changes, you lose your changes.

Filter an analytics workspace viewClick to expand

Drill down an analytics workspace viewClick to expand

Export an analytics workspace viewClick to expand

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Work with the analytics workspace

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Work with the analytics workspace

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