Dashboard

A customized dashboard gives you a single view of what matters most. This page shows how to customize its charts, filter charts and reports, compare time periods, view several projects at once, and set the timezone your reports use.

Customize the dashboard

You can remove charts you don’t need, add new ones, rearrange them, resize them, and exclude specific data sources.

1. Open the dashboard

   • Go to Dashboards > My Dashboard.

2. Remove widgets you don't need

   • Click the three dots in the top-right corner of a widget to remove it.
   • You can re-add any removed widget at any time.

   

3. Add the reports and charts you need

   • Click + Add at the right of the screen.
   • Select a chart category (for example, Volume).
   • Click the rule box’s parameters to open, configure and add them according to your preferences.

   

4. Rearrange charts

   • Drag any widget or chart up or down to change the order.
   • Place your most important reports at the top.

5. Resize charts

   • Drag the edges of a widget or chart to increase or decrease its width and size.

   Tip

   You can resize a chart from all sides.

6. Exclude specific data from a chart

   • Click any data source label inside a chart to exclude it.
   • An excluded source is shown with a strike-through.
   • Click the same label again to restore it.
   • To exclude all the data source labels inside a chart, click Deselect All.

   

🎉 Your dashboard is now configured to show exactly the data you need.

Detailed guide: Filter charts and reports
Detailed guide: Reports by call tag
Detailed guide: Reports by UTM source

Filter charts and reports

Filters let you focus on specific subsets of your call data across any chart, report and widget of your dashboard. The same process applies whether you want to see Trends, Tracking Source, Missed Calls, Compare Periods, or any other dashboard widget.

1. Open a widget

   • Go to any dashboard widget.
   • For example, to view trends, go to Dashboards > Trends.

2. Set the date range

   • Click the date range picker.
   • Select the period you want to analyze.
   • Click Apply.

3. Apply a filter

   • Click Filters.
   • Select the filter you want from the panel, for example Call Duration, and configure the duration in seconds in the relevant field.
   • Click Apply Changes.

   

4. Add more filters as needed

   • Repeat the previous step for each additional filter.
   • All active filters stack together to narrow the data further.

Available filters

The following filters are available across widgets and the dashboard:

• Direction
• Call Outcome
• Hang-up Cause
• Tracking number
• Destination
• Caller
• Digits Pressed by Caller
• Digits Pressed by Destination
• Call Duration
• Talk Duration
• Calling Country
• 1st Time Caller
• Missed Callers
• Voicemail
• Recording
• Recording Stopped
• Transcriptions
• Call Type
• Device Type
• UTM Source
• UTM Medium
• UTM Campaign
• Source Type
• Call Page
• Click ID
• Project (listed only when All Projects is selected)
• Tag
• Rating
• Value
• Swap Group

🎉 Your report or dashboard now shows the filtered data you need!

Detailed guide: Filter call views
Detailed guide: Customize the dashboard

Compare time periods

Sometimes a single view of your data isn’t enough to give you the full picture. The Compare feature lets you evaluate your analytics across different time periods, giving you a much clearer understanding of how your call performance is trending over time.

1. Open the dashboard

   • Navigate to your dashboard and locate the chart or metric you wish to analyze.
   • For example, to evaluate your calls, go to Dashboards > Call Outcomes.

2. Set your primary time period

   • Select the time frame for your baseline analysis with the date picker (for example, “Last 7 days” or “Last 30 days”).
   • Click Apply.

   The analysis is now populated for the selected period.

   

3. Compare your data

   • Click Compare, right next to the selected time frame.

   

   Once clicked, the button changes to Vs Previous Period. By default, the system matches the exact duration of your selected period, but applies it to the past. For example, if today, on August 12th, you select “This month” and click Compare, the dashboard compares your recent 12 days of August against the previous 12-day period (20th to 31st of July).

4. Adjust the comparison dates (optional)

   • To compare against a different time frame, click Vs Previous Period and adjust the calendar to the dates you wish to compare your findings with.

5. Adjust your filters and save (optional)

   • To filter your data further, select the By section of the report (on the right) and select your parameter.

   

   • Lastly, you can save your layout or export it to PDF with the Actions button on the right.

🎉 Your dashboard is now configured to give you a powerful comparative analysis of your data!

Detailed guide: Filter charts and reports
Detailed guide: Reports by call tag
Detailed guide: Reports by UTM source

View several projects

If you manage multiple clients or projects, you can view dashboard analytics across some or all of them at once. This lets you compare performance across accounts without switching projects manually.

1. Go to a dashboard report

   • For example, to see the missed calls history, go to Dashboards > Missed Calls.

2. Select your project scope

   • Click the project dropdown at the top of the report.
   • Select All Projects to see data across your entire account, or select a specific project to focus on one.

   

3. Apply a project filter

   • Click Filters.
   • Scroll down to the Project filter and select it. It is listed only when All Projects is selected.

4. Select the projects to include

   • Check the project or projects you want to include in the dashboard.

5. Apply the filter

   • Click Apply Changes to load data for your selected projects.

   

🎉 The report now shows data for your selected projects.

Detailed guide: Customize the dashboard
Detailed guide: Filter charts and reports

Set the report timezone

The timezone setting controls how call timestamps appear across all your reports. It is configured at the project level, so each project can have its own timezone.

1. Open your project settings

   • Click your user avatar in the top-right corner.
   • Select Projects from the menu.
   • Or go directly to Account > Projects.

2. Select the project to update

   • Click the project whose timezone you want to change.

3. Set the timezone

   • Click the TimeZone drop-down menu.
   • Select the timezone you want to use for this project’s reports.
   • Save your changes.

   

🎉 All reports for that project now display call timestamps in the selected timezone.

Detailed guide: Edit a project