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Unified Communications Analytics 8.7 - User Guide

Introducing Quest UC Analytics Viewing UC Analytics insights Modifying UC Analytics insights Exporting and importing UC Analytics insights Automatically exporting and sending insights (subscriptions) Appendix A:Questions and Answers for UC Analytics insights Appendix B:List of UC Analytics insights

Modifying the layout of an insight

Most insights consist of different views of the data that is shown in graphs, charts, and tables. You can modify an insight to rearrange how the views are displayed and to change the grouping for views. When you group multiple views, they appear side-by-side in the insight. You can remove views from an insight and you can also add removed views back into an insight. You must add an insight to your home page before you can save changes.

To change the layout of an insight
1
Display the insight that you want to modify.
2
Click More in the top right corner and select Manage layout.
UC Analytics displays representations of the views contained in the insight.
3
Select one or more views or groups and modify the insight using the available options. Options to modify the selected views are shown in the customization bar at the top and can include:
•
Show hidden view
•
Move up
•
Move down
•
Group
•
Remove from group
•
Ungroup
4
To remove a selected view from the insight, click Hide.
5
When you have completed your changes, click Save.

Saving customized insights and renaming insights

Saving customized insights and renaming insights

By using options under the More menu, you can save insights to which you have applied filters, added comparison data, changed the date range, or customized tables. You can also rename existing insights.

 
 
NOTE: After you rename an insight, you can view the insight original name in the INFO section at the top of the insight. This information can be useful if you need to troubleshoot an insight.

If you apply customizations to an insight that you launched from the library, you must add the insight to your home page to save the changes. Use the Add to Home Page option in the right corner of the displayed insight.

To save changes and create a new insight
1
On the Analytics home page, click an insight tile to display an insight.
2
Use the customization bar to apply filters, add comparison data, or change the date range for the insight.
3
Click More at the top right of the insight and select Save As.
4
Enter the new name for the insight and click Save.
To rename an insight
1
On the Analytics home page, click an insight tile to display an insight.
2
Click More at the top right of the insight and select Rename.
3
Enter the new name for the insight and click Save.
 

Exporting and importing UC Analytics insights

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Types of exports
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Can I export data from an insight?
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Exporting insights from and importing insights to an insights home page

Types of exports

In UC Analytics you have different options for exporting information:

•
You can export data from a specific insight to a variety of formats such as pdf (Portable Document Format) or .csv (comma separated value).
•
You can use the “pack and go” functionality to export a set of insights from a My Insights page or any other insights page you have created. The exported insights can then be imported to another user’s insights page. This feature allows you to share customized insights with other users.or to provision customized My Insights pages.
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