Genesys User Guide
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  3. 6.7 Creating a Dashboard

State of Wisconsin
Department of Health Services

  

Release 26-01
February 04, 2026

6.7 Creating a Dashboard

  1. 6.7.1 Edit a Dashboard
Demo Video Creating a Dashboard

Dashboards allow supervisors to create custom displays of high level information similar to call center wall boards. Dashboards can be saved and shared with other Genesys users. 

To create a dashboard:

  1. In the Analytics Workspace, from the New Tab, scroll down to the “Dashboards” section and select Dashboards.
  2. Click New Dashboard.
  3. Name and save the dashboard.
  4. Click the Add Widget button to add widgets.
  5. There are several widget templates to choose from. Widgets display metrics and visual information about the queues, users, wrap-up codes, flows, and flow outcomes. Up to seven rows of widgets can be added. Select one of these to display metrics, such as the number of outbound calls as a chart, or text display. The Agent Status widget displays user status by selected users or queue. In the Widget Title field give the widget a title, select the Widget Type, complete any additional steps, and click Save.

An example of a dashboard with several widgets.

6.7.1 Edit a Dashboard

To edit an existing dashboard:

Click the three dots next to the desired widget, then click Edit.

This page last updated in Release Number: 26-01
Release Date:02/04/2026
Effective Date: 02/04/2026

Notice: The content within this manual is the sole responsibility of the State of Wisconsin's Department of Health Services (DHS). This site will link to sites outside of DHS where appropriate. DHS is in no way responsible for the content of sites outside of DHS.

Publication Number: P-03208