Using Dashboard Templates in NextOS Analytics

Use dashboard templates as a starting point to create new dashboards.

  1. Visit nextiva.com, and click Client Login to log in to NextOS.
  2. From the NextOS Home Page, select Analytics
  3. In the left navigation panel, click Dashboards, then select Dashboard Builder. The system-generated dashboard templates, indicated by “Yes” in the Template column, are available in the Dashboard Builder view.

Dashboard Templates in the Dashboard Builder View

 

  1. Click the Ellipsis (…) icon corresponding to the desired template, then select Duplicate. Select Preview to preview the design of the dashboard template.

Duplicate Option

 

  1. Rename the dashboard.
    1. Click the Pencil icon in the breadcrumb at the top of the Dashboard Preview page.

Rename the Dashboard

 

  1. In the Rename Dashboard dialog box, change the name of the dashboard.
  2. Click Okay.

Template Rename Dialog Box

 

  1. Click the Change Elements button, then make the desired changes to the elements of the dashboard and click Save. For information on the Report element of dashboards, click here. For information on the Metric Tile element of dashboards, click here.
  2. Click Settings to configure the dashboard settings, then click Save. For information on configuring the dashboard settings, click here.
  3. Close the Settings window by clicking Cancel or the X at the top-right corner of the window.

Need additional help? Click here.

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