QUICK START GUIDE

Beginner’s Guide to Data Explorer

Dashboards
Version 11.0 and newer
Last Updated: July 07, 2022
Copyright © 2022 Calabrio, Inc. All rights reserved.

Data Explorer is Calabrio ONE’s powerful reporting tool. If you’re new to Data Explorer and not sure
where to start, you might be feeling a little overwhelmed. This guide is for you. We briefly explain some
key concepts behind Data Explorer and help you get started pulling together data that’s important to you.

Key terms 1
Explore pre-built dashboards 3
Make a dashboard your home page 3
Put multiple dashboards on your home page 3
Step 1: Copy any pre-built dashboards 3
Step 2: Create a navigation bar 4
Customize a pre-built dashboard 4
Build your own dashboard 5
Step 1: Add panels to the dashboard 6
Step 2: Save the dashboard 7
Share a dashboard with other people 7
Make a dashboard the default homepage for a role 8
Keep learning about Data Explorer 9

KEY TERMS
Let’s start with a quick vocabulary lesson.

Term What it means

Report Data Explorer’s bread and butter. A collection of data that is organized and
presented in a meaningful way. Reports can be simple, showing only one piece of

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 Term What it means

information, or very complex. A report contains the answer to a single query (or
question). The complexity of the question determines the complexity of the report.
Data Explorer comes with a variety of pre-built reports, or you can create your
own.

Dashboard A collection of reports, widgets, and panels. When you first log in to Calabrio ONE,
your home screen is a dashboard. Reports live on dashboards. A dashboard can
contain many reports or only one. Data Explorer comes with a variety of pre-built
dashboards that contain (you guessed it) pre-built reports. You can use these,
tweak them to suit your needs, or build your own dashboards.

Widget A widget is a bit like a report: it lives on a dashboard and contains information.
Unlike a report, however, widgets are self-contained apps that have their own
settings and filters. Data Explorer comes with a variety of pre-built widgets. You
cannot create your own widgets. See the Calabrio ONE User Guide for a complete
list of widgets and the information they provide. (Search the guide for the word
“widget.”)

Panel A container for reports, widgets, or other content on a dashboard. To put a report
on a dashboard, you first add a panel to the dashboard and then select the report
to put in the panel. Each widget has its own panel. A panel can also contain a
picture, text, or a website.

This diagram illustrates how reports and widgets can work together on a dashboard.

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EXPLORE PRE-BUILT DASHBOARDS
When you first log in to Calabrio ONE, your home screen is a dashboard. A Calabrio ONE administrator
probably assigned you this dashboard as a default, but we built many dashboards for you to help you get
started.

1. Click Data Explorer in the top menu. A list of your organization’s reports and dashboards appears.
(If you create any of your own reports or dashboards later, they will appear here too.) Dashboards
that say System in the Owner column are built by Calabrio.
2. Click a dashboard to explore it. Take some time to get a feel for the kind of information available in
these dashboards.
3. (Optional) Read the dashboard description.
1. Click Edit Dashboard (upper right corner of the page).
2. Click Page Settings (upper left corner of the page). The dashboard’s Properties window
opens. The Description field might have more information about the dashboard.
3. Click Cancel. The Properties window closes.
4. Click Cancel (upper left corner of the page). The Save Changes? window opens.
5. Click Continue Without Saving. The Save Changes? window closes.
4. Click Data Explorer to return to the list of dashboards. (Don’t click your browser’s Back button.
That will take you back to your home page.)

MAKE A DASHBOARD YOUR HOME PAGE

You found the perfect dashboard, and you want to see it every time you log in to Calabrio ONE.
n On the Data Explorer page, right-click the dashboard and select Set as homepage. The homepage
icon appears next to the dashboard name.

PUT MULTIPLE DASHBOARDS ON YOUR HOME PAGE

You found some great dashboards (or made some great ones: see Build your own dashboard), and you
don’t want to limit your home page to just one dashboard. Here’s how to quickly move between multiple
dashboards from your home page.

Step 1: Copy any pre-built dashboards

If you made the dashboards yourself, skip this step.

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 1. On the Data Explorer page, right-click a dashboard, and select Copy.
2. Repeat Step 1 until you have copies of all the dashboards you want to add to your home page.

Step 2: Create a navigation bar

1. Select Owned by Me from the drop-down list in the upper left corner of the page. Dashboards that
you copied appear in the list with “copy” at the end of their names.

2. Set one dashboard as your home page (see Make a dashboard your home page).
3. Click the dashboard to open it.
4. Click Edit Dashboard (upper right corner of the page).
5. Click Page Settings (upper left corner of the page). The Properties window opens.
6. Click Nav Bar.
7. Click Add Filter (the + icon).
8. Select Select Reports & Dashboards from the first drop-down list.
9. Select the dashboards you want to link to.
10. Click Apply. The Properties window closes.
11. Click Save (upper left corner of the page). Links to all the dashboards you selected appear at the
top of the dashboard.

12. Repeat Steps 3—11 until all dashboards have links to each other. If you rename a dashboard later,
its link updates automatically.

CUSTOMIZE A PRE-BUILT DASHBOARD

You’ve found a pre-built dashboard that’s pretty good but not exactly what you need. Maybe it has way
too many reports and widgets, or maybe some of the reports aren’t relevant to you. You can customize
this dashboard until it’s a work of art.

1. On the Data Explorer page, right-click a dashboard, and select Copy.

2. Select Owned by Me from the drop-down list in the upper left corner of the page. Dashboards that
you copied appear in the list with “copy” at the end of their names.

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 3. Click the dashboard to open it.
4. Click Edit Dashboard (upper right corner of the page).
5. Make as many of these changes as you like. Click Save when you’re finished.

To do this Do this

Delete a panel Click Delete (the X) in the upper right corner of the panel.

Resize a panel Click and drag the bottom right corner of the panel.

Move a panel Click and drag the gray bar at the top of the panel.

Add a panel See “Add panels to the dashboard” in Build your own dashboard

Change a panel’s 1. Click Edit.

background color 2. Select Properties. The Properties window opens.
3. Click the square next to Background. The Background window opens.
4. Clear the Use inherited color check box.
5. Select a color.
6. Click Done. The Background window closes.
7. Click Apply. The Properties window closes.

NOTE To change the background color for the whole dashboard, click Page Settings
(upper left corner of the page), and follow the same steps.

View your Click Save (upper left corner of the page).

customized
dashboard

BUILD YOUR OWN DASHBOARD

Now that you understand what dashboards are and what kind of information they can give you, it’s time
to build your own dashboard. Here, we focus on creating a dashboard with pre-built reports and widgets,
plus other easy-to-use panels.

PREREQUISITE Before you begin, you should know which reports, widgets, or other items you

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 want on your dashboard and how you want it to look. You could even make a rough sketch on a
piece of paper.

Step 1: Add panels to the dashboard

1. On the Data Explorer page, click New Dashboard (upper left corner of the page).
2. Click Add Panels.
3. Select the panel you want from the drop-down list. Your cursor turns into a + when you hover over
the blank dashboard.
4. Click and drag your cursor to set the size and location for the panel.

NOTE Give each item enough space. Items on your dashboard won’t be useful if they’re too
small. The exact size you need varies by item.

5. For everything except widget panels, configure the panel. (Widget panels don’t need to be
configured.) Jump to these sections for more information on each kind of panel:
n Report panel
n Webpage panel
n Image panel
n Text panel
6. Repeat Steps 1—5 until your dashboard contains all the panels you want.

Report panel
You can incorporate pre-built reports into your own dashboards. However, we designed each pre-built
report specifically to be part of the pre-built dashboard it lives in. To use a pre-built report outside of its
pre-built dashboard, you might need to copy it and adjust its settings.

1. Click Edit in the upper right corner of the report panel.

2. Select Properties from the drop-down list. The Report Properties window opens.
3. Click Selection.
4. Select a report.
5. Click Apply. The Report Properties window closes, and the report appears in the panel.

Webpage panel
Webpage panels hold a mini version of a website. They’re especially helpful if you’re not allowed to use
your personal smartphone at your desk. Common uses for webpage panels include help sites, weather, or
work-related blogs.

NOTE Not all websites will appear in these panels, due to restrictions from the sites themselves,
your organization’s firewall, your browser, or other security settings. Websites that begin with
“https” work best.

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 1. Click Edit in the upper right corner of the panel.
2. Select Properties from the drop-down list. The Webpage Properties window opens.
3. Click Location.
4. Enter the full URL for the website (including https://) in the Url field.
5. Click Apply. The Webpage Properties window closes, and the site appears in the panel.

Image panel
Image panels hold pictures. To appear in a dashboard panel, an image must be posted online and have a
URL. You can’t upload pictures from your computer into a dashboard.

1. Click Edit in the upper right corner of the panel.

2. Select Properties from the drop-down list. The Image Properties window opens.
3. Click Image.
4. Enter the picture’s full URL (including https://) in the Image Url field.
5. Select Preserve Aspect Ratio. (This prevents the image from being distorted if it doesn’t fit
perfectly into the panel.)
6. Click Apply. The Image Properties window closes.

Text panel
Text panels hold whatever text you want to put in them. You can use them to explain the visuals on a
dashboard (helpful if you Share a dashboard with other people) or add attractive titles or labels. And of
course, you can add a funny or inspirational saying to your dashboard.

1. Click Edit in the upper right corner of the panel.

2. Select Properties from the drop-down list. The Text Properties window opens.
3. Click HTML.
4. Enter the text and format it however you like.
5. Click Apply. The Text Properties window closes.

Step 2: Save the dashboard

You have a dashboard all filled up with reports, widgets, your favorite cat picture, and a quote that makes
you smile. Now it’s time to save your work.

1. Click Save (upper left corner of the page). The Unsaved Dashboard window opens.
2. Enter a name for your new dashboard and click Save. The Unsaved Dashboard window closes, and
your dashboard appears!

SHARE A DASHBOARD WITH OTHER PEOPLE

You created the perfect dashboard. There’s no way you can keep this to yourself. Share it with your team!

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 1. On the Data Explorer page, right-click the dashboard and select Share. The Sharing window opens.
2. Select the level of control to give the people you are sharing with:

Permission What it means

None No one else can see the dashboard.

View Other people can see the dashboard but can’t copy it or make any changes to
it.

Save As Other people can save their own copy of the dashboard and edit their copy
without affecting your original dashboard. This is the most commonly used
option.

Edit Other people can edit your original dashboard.

3. Click OK. The Sharing window closes. The Share To column lists the groups that you shared the
dashboard with.

MAKE A DASHBOARD THE DEFAULT HOMEPAGE FOR

A ROLE
You have the perfect dashboard for agents, and you want them to see it as their homepage when they log
in. Or, you’ve created a dashboard that you want all the team leaders to use. (The Agent Profile
Dashboard is popular for both of these examples.)

PREREQUISITE
n The role does not have the Data Explorer, Content Creation, or Content Publishing
permissions.
n (For customers transitioning from version 10.4 to cloud) The role is assigned to Data
Explorer homepage dashboards: On Application Management > Global > Global Settings >
Dashboard Administration, move the role to Data Explorer.
n You own the dashboard. To make a dashboard that you don’t own into a default homepage,
copy the dashboard.
1. On the Data Explorer page, right-click the dashboard and select Tag from the drop-down list. The
Tags window opens.
2. Enter c1_role_ and then the name of the role.

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 IMPORTANT The role name must match the name that your organization uses. A list of
roles is available on Application Management > Global > User Configuration > Roles.

To add a role whose name is one word, enter the name.

EXAMPLE c1_role_Agent

To add a role whose name is multiple words separated by spaces, enclose the tag in double quotes.

EXAMPLE “c1_role_East Coast Team Leader”

To add multiple roles at the same time, enter them one after the other separated by a space.

EXAMPLE c1_role_Evaluator “c1_role_East Coast Agent”

3. Click Add Tag.

4. Click OK. The Tag window closes.

KEEP LEARNING ABOUT DATA EXPLORER

Our Data Explorer library has a great collection of guides for people who are new to Data Explorer or are
looking to grow their skills. Check them out!

For beginners
n Beginner’s Guide to Data Explorer Dashboards—An intro to the basics of dashboards
n Beginner’s Guide to Data Explorer Reports—An intro to the basics of reports

For QM
n Sample Home Page for a QM Supervisor—Step-by-step guide for creating a dashboard for QM
supervisors
n Build a QM Evaluation Report—Step-by-step guide to building a report on evaluation scores
n Monitor Today’s Recordings—Build reports that help you keep track of contacts coming in today

For Classic WFM

n Build an Average Handle Time Report—Create a report on each agent’s average handle tme this week
n Build a Classic WFM Performance Report—Create a report for team-level statistics

For Analytics
n Build a Speech Analytics Report—Create a report on phrase hits

For intermediate users

n Filter Reports on Your Dashboard—Reduce the list of reports you need to wade through by adding
interactive filters

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 n Customize a Report’s Appearance—Make your reports more useful by changing how they look
n Create a Drill-Through Dashboard—Start with the big picture and dig into the details

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