The Custom Dashboard feature in HappyFox Helpdesk allows agents to create personalized dashboards with report widgets tailored to their needs.

Permissions Required:

• To create and manage a custom dashboard, an agent must have the "Manage Custom Dashboard" managerial permission.

• Agents can view a dashboard only if they have access to all the report widgets in that dashboard.

• An agent can only add report widgets that they have access to.

Applicable Plans: ✔ Team ✔ Pro ✔ Enterprise Pro ✔ All Unlimited agents plan

Creating a Custom Dashboard:

• Navigate to Reports.

• Click on the + icon next to Custom Dashboards.

• Enter a unique dashboard name.

• Click Add.
  

Note: Dashboard names must be unique and cannot be reused.

Adding Report Widgets to a Custom Dashboard:

• Click "Add Report Widget" or the + icon next to the dashboard name.
  

• Select the Report Type and Report Widget.
  

• Click Add to include the widget in the dashboard.

Supported Report Types:

Custom dashboards support report widgets from the following categories:

• Assets

• Contact Groups

• Contacts

• Canned Actions

• Time Spent

• Performance

• SLA

• Distributions

• Satisfaction Survey

• Smart Rules

• Agent Activity

• Inflow
  Note: Currently, custom field report widgets and overview tiles are not supported. This functionality will be available in an upcoming release.

Managing Widgets in a Custom Dashboard: 

• Report widgets can be dragged and dropped to different positions within the same dashboard.

• To remove a report widget from the dashboard, click the three-dot menu on the widget and select Delete.

• Each dashboard has unique filters that apply only to that dashboard.

  • Filters are at an agent level, meaning changes to filters will not affect the dashboard for other agents.

  • If no filters are applied, the dashboard will default to the values used in the normal reports section.

Editing and Deleting a Custom Dashboard:

• To edit the dashboard name, click the edit icon next to the name.
  

• To delete a dashboard, click the edit icon and select Delete from the right-hand side corner.
  

Custom Dashboards provide agents with a flexible and efficient way to monitor and analyze key metrics within HappyFox Helpdesk.