AI-generated summary
Genesys Cloud enables users to view and create charts within Journey Management to investigate, evaluate, and review journey metrics. Users with appropriate permissions (Journey Management Creator, Editor, or Viewer roles) and valid licenses can access this functionality. Charts facilitate analysis of trends over time, comparison of data points, progress tracking, and customer behavior understanding using data from previously constructed journeys.
Charts become available once at least one event exists in the journey. Users can view and edit existing charts through the charts icon on the right panel, with the option to expand the panel to multiple columns. Calculated charts display visual thumbnails, while uncalculated charts show a "Requires calculation" message. Journey calculations govern both the canvas and chart editor; calculations must be performed on the entire journey before calculating individual charts.
Chart creation requires Edit mode access. The configuration screen allows users to set the chart title, select from three chart types (Column, Bar, or Line), and define chart data. Genesys Cloud recommends bar charts for categorical data and line charts when displaying more than two variables with over 30 values. Charts can count event data by time intervals (day, week, month, or year) or attribute values, displaying either unique customers or total event interactions matching specified criteria.
Users can manage charts through options including Duplicate, Delete, and reordering via drag-and-drop functionality. Chart type changes do not require recalculation. In View mode, users can access chart details but cannot edit; Edit mode enables full chart modification capabilities. Configurable charting capabilities support customizable time ranges, data attributes, and visualization options. Default time periods include the last 28 days, 12 weeks, 13 months, or calendar year data, with the ability to display up to 50 items. The platform supports both default attribute values (direction, message types, disconnect reasons, transfer type) and organization-defined values (QueueID, flowID, userID, intents, botID, wrapupCode), displaying the top 50 labels available.
Y-axis data points can be configured using Customers, Events, or Numeric attributes, with numeric metrics plotable across day, week, month, or year intervals for trend analysis. Users can select up to two numeric attributes or three customer/event attributes per chart. Duration-based attributes such as hold time and wrap-up time are automatically converted from milliseconds to minutes for readability. Multiple Y-axis metrics can be added for comparative analysis, with options to designate primary and secondary axes. Chart configuration includes customizable axis titles, toggleable legend display, and series label customization in the Settings tab. Event-based X-axis selections restrict charting to the specified event and subsequent events in the journey path, excluding preceding events. After chart creation, users can generate additional charts or run calculations within the journey canvas.