Creating Dashboards in the Radar App

Creating Dashboards in the Radar App

In todays business landscape, where more and more businesses understand the immense potential of a fulfilling customer experience and are leveraging it to acquire and retain more customers. Identifying unique support metrics and using them to make informed decisions can give you an edge over your competition. With the Radar app, you can visualize help desk data by creating custom dashboards and make the right decision from anywhere, any time.

Let's look into an example scenario where Radar's custom dashboards can help.

Manage incidents even when you're away

Charles is a support manager at Zylker. While traveling to meet a client, he is notified that an incident has occurred in his help desk. But Charles isn't disconcerted by this. Why? because he has Radar on his mobile. He quickly creates a new dashboard that displays real-time metrics, resolution efforts, and ongoing communications to get a comprehensive understanding of the issue. Charles can now confidently guide his team to deliver customer excellence despite being on the move.

To create a new dashboard

To create dashboards in the Radar app you must have the Report and Dashboards permissions enabled in Zoho Desk.
  1. Open the Radar app and go to the dashboards page.

  2. Tap the Add Dashboard (+) icon in the lower-right corner. 

  3. On the Add dashboard page, do the following:
    1. Enter the dashboard name. 
    2. Select a folder for the dashboard. You can choose an existing folder or create a new one.
    3. Add a description for the dashboard. (Optiona
    4. Tap the Add component icon to add visualizations like charts, graphs and tables to your dashboards.

    5. Tap Save.
The visibility of the dashboard depends on the folder in which it gets stored. If a folder is visible to all agents, the dashboards it contains will also be visible to everyone.

Adding Components to a dashboard

Components are the various charts, graphs, tables, and other data visualizations that you see in dashboards. Each component might signify a particular metric. Radar has some prebuilt charts that you can customize and add to your dashboards. You can also visualize your custom reports, custom views and add them to the dashboard.

To add components to an existing dashboard

  1. Open the Radar app and go to the Dashboards screen.
  2. Tap on a dashboard to open it.
  3. Tap the (...) more options icon in the top right and then select Add Components.
  4. The Add Component page has three tabs: Report Analytics, Gallery, and Custom Views. You can customize any of the above and add them as a component to your dashboard.
  5. If you want to add a report as a component, follow the below steps:
    1. In the Report Analytics tab, you will see both prebuilt and custom reports from the Analytics module of Zoho Desk grouped into folders.
    2. Open a folder and select a report.
    3. Enter a new name for the component.
    4. Choose a chart type. You can choose to display the report using the following infographics:  
      1. bar
      2. stacked bar
      3. percentage bar
      4. pie
      5. line
      6. multiple line
      7. table
    5. Then select what metric should be displayed along the X and Y-axis respectively. 
      In case of stacked bar, percentage bar, and multiple line charts you can set the grouping.
    6. Preview the chart below and tap Add.
  6. If you want to add a prebuilt component from the gallery, follow the below steps:
    1. Swipe to the Gallery tab.
    2. Tap a component to customize it. 
    3. Enter a new name for the component.
    4. Select the Time Period from which the data should be displayed. 
    5. Select the Agents whose data must be displayed. You can display data concerning all agents or a specific agent.
    6. Tap Add.
  7. If you want to add a custom view component, follow the below instructions:
    1. Swipe to the Custom View tab.
    2. Select the module from which you want to import the custom view.
    3. On this page, do the following: 
      1. Give your component a name. 
      2. Select the desired custom view.
      3. Enter the number of rows from the custom view table that will be visible in the dashboard. 
        Information in the other rows can be accessed by tapping the View all button that will be available in the component.
      4. Tap Add.
Only Summary reports that have grouping columns can be used in Radar dashboards.

Editing and deleting dashboards

You can edit your dashboards to meet your evolving needs by adding new components and removing old or redundant ones. You can also delete the dashboard itself if it has become obsolete.

To edit dashboards

  1. Open the Radar app and go to the Dashboards page.
  2. Tap on a dashboard to open it.
  3. Tap the More Actions (...) icon in the top-right corner.
  4. Select Edit.
In the Edit page, you can rename the dashboard, move it to another folder, delete components, or add new ones.

To delete dashboards

  1. Open the Radar app and go to the Dashboards page.
  2. Tap on a dashboard to open it.
  3. Tap the More Actions (...) icon in the top-right corner.
  4. Select Delete.
Your dashboard will be deleted.

Creating dashbaord folders

Folders are used to group and store dashboards. Creating new folders and sorting your dashboards into them can help you find your dashboards easily. You can create new folders while adding and editing dashboards.

To create a new folder

  1. Go to the Add/Edit dashboard page.
  2. Tap the select dashboards folder field.
  3. In the select folder page, tap the (+) Add Folder button in the bottom-right corner.
  4. Enter the folder name.
  5. Set its visibility. You can choose between Only Me, All Agents or Specific Agents.
  6. Click Save.
The folder will be created. 

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