<a id="What is a leaderboard panel?"></a> |
The leaderboard panel allows you to display your live call logging data organised in columns placed next to each other in order to provide a visual summary of any call information you wish to monitor. The information content of each column displayed is determined solely by your selection and the leaderboard can show any combination of column types. The fonts and background of the panel are also customisable.
The information shown in the leaderboard is updated every time a call finishes and has been logged by the system. |
The example below shows a leaderboard panel containing the following columns: the total number of calls, inbound, outbound, lost calls, duration of inbound, duration of outbound, total duration of calls and is ordered by total number of calls per user:
<a id="Adding a leaderboard panel"></a> |
To add a leaderboard panel, click on the toolbar button to expand the list of panel types and choose the
button, as shown below:
After selecting the leaderboard panel button, the mouse pointer changes into a white crosshair pointer, indicating that the designer is ready to draw your panel. Click and hold your left mouse button, starting at the point defining the upper-left corner of your new panel. Whilst still holding down the left mouse button, drag the marquee that will appear to the point that will define the lower-right corner of your panel, as shown below:
<a id="Customising a leaderboard panel"></a> |
To customize a leaderboard panel, click on the toolbar button to switch to panel selection mode. Hover your mouse pointer over the leaderboard panel you want to customise and click on the
icon, when it appears towards the top-right corner of the panel, as shown below:
The Leaderboard panel properties window will open, containing the following tabs which will be described below:
The tab allows you to configure the properties of the panel title and of the leaderboard headers:
| Field | Description |
|---|---|
| Hide label | Tick this option if you don't want your panel to have a title |
| Label | Enter the name of your leaderboard |
| Text style | Select any styling properties for your panel title, e.g font size, font style or text colour etc. |
| Field | Description |
|---|---|
| Hide label | Tick this option if you don't want to add any column headers |
| Text style | Select any styling properties for your column headers, e.g font size, font style or text colour etc. |
The tab allows you select the type of information you want to display in your leaderboard. Each column can comprise different call information (duration, response time, etc.), for different call types (inbound, outbound, etc.) and for different entities (sites, groups, users). For example, one column can show statistics for the total number of inbound calls on a daily basis, while in a different column you can display the same information, but for a different user group and on a weekly basis.
To add a column to your leaderboard panel, perform the steps below:
To populate a leaderboard with call logging information, you first need to add a stats collector object to the Directory to collect data for the site, group or user you want the leaderboard to display. |
To select the relevant stats point for your leaderboard, click on the button, as shown below:
A new window will open, allowing you to drill-down to the Directory level where the stats point you want to add resides. To select the stats point, click on the icon alongside it.
The selected stats point will automatically feed all columns in the leadearboard, but each individual column can be set afterwards to use a different stats point. |
To select the type of call you want to display in this column, click on the drop-down list and choose from the available options, as shown below:
To select the type of call information you want to display in each column, such as total duration, response time, etc., click on the drop-down list and choose from the available options, as shown below:
Click on the button to add the column to the list and repeat the process if you need to add another column.
In the example below, the following settings for the Call type and Column fields have been selected in order to form the columns that appear in the list:
| Name | Call type | Column |
|---|---|---|
| Pos | All | Position |
| Name | All | Name |
| Total | All | Count |
| In | Answered | Count |
| Out | Outbound | Count |
| Lost | Missed | Count |
| Duration In | Answered | Average duration |
To change the name of a column, click on it to highlight the text and enter the new name. Press the key to save the changes.
To rearrange the columns in a different order, click on the icons alongside each column. By clicking on the
icon, the column will move one level up in the design mode, and one column to the left on the live display board.
In the example below, we rearrange the In and Total columns. By clicking on the icon next to the Total column, we move it one level up.
To sort the columns to appear in a specific order, click on the icon.
In the example below, we change the sorting of the Total column from descending to ascending. By clicking on the icon alongside the Total column, we turn the sorting of this column to descending.
To change the stats collection point of a column, click on the icon alongside it, as shown below:
A new window will open, allowing you to drill-down to the Directory level where the stats point you want to add resides. To select the stats point, click on the icon alongside it.
After selecting the new stats point, the icon will automatically turn into
, to highlight that the current column is using a different stats collection point.
Click on the icon to change any styling properties for the selected column, e.g font size, font style or text colour etc.
To temporarily hide a column from your leaderboard panel, click on the icon, which will turn automatically into
to highlight the column is hidden, as shown below:
To display the column again, click on the icon, which will turn back into
.
If you would like to permanently delete a column from your leaderboard panel, click on the icon, as shown below:
The tab allows you to configure the background properties of your leaderboard panel.
| Field | Description |
|---|---|
| Image source | If you want your panel to display an image, type its source here. Remember, the path is relative to the folder on disk from which the web content is served, and is different for each class of web user |
| Image style | Choose how the image should be displayed |
| Colour | Choose the background colour of the panel; if you are adding an image, you may want to select Transparent so that this does not interfere with your image |
| Apply lighting effects to this panel | Tick this option to apply a shine effect to the entire panel; if you are using the panel to display an image, this may adversely affect how it appears |
The tab allows you to define the size of the leaderboard panel and the parameters of the page.
To define the shape of the panel, enter the values for its position and size.
If you want to use automatic paging, select the box provided. Alternatively, you can determine the number of rows you want the leaderboard to show per page, or select . If the leaderboard has more than one page, you can set the rate at which you want the pages to change, by entering a value in the Page speed box.
Once you have configured the settings of your leaderboard panel, click on the button to apply any changes.
<a id="Leaderboard panel - overview video"></a> |
For a live demonstration of how to design and customise a leaderboard panel, watch the video below:
<table width="100%" cellspacing="0" cellpadding="5" border="0" class="sectionMacro"> <tbody> <tr> <td valign="top"> <h2 style="margin-top: 0px;">What is a Leaderboard panel?</h2> <p>A leaderboard panel is a panel that allows you to display several columns of information alongside each other so that you get a visual summary of any call information that interests you. Leader board panels are completely customisable and can show any combination of a number of types of columns. The font type, size, colour and placement are all customisable. The background colour is also customisable. Some examples are shown below:</p> <p>This example shows total number of calls, inbound, outbound, lost calls, duration of inbound, duration of outbound, total duration of calls and is ordered by total number of calls per user:</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/display_board_4.png" alt="Leaderboard panel" /> </td> <td width="1px" valign="top"> <div style="border-width: 1px;" class="panel video"> <div class="panelContent"> <h4>Design a Leaderboard panel</h4> <p><a rel="nofollow" class="external-link" href="http://www.tri-line.com/en/products/video.php?id=15"> <img class="screenshot naked no_border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_video.png" alt="Design a Leaderboard panel video" /></a></p> </div> </div> </td> </tr> </tbody> </table> |
<h2>How do I add a Leaderboard panel?</h2> <p>To add a leaderboard panel, click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/panel_type_button.png" /> button and then select the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel.png" /> button, as shown below:</p> <img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/add_leaderboard_panel_1.png" alt="Add Leaderboard panel" /> <p>The list of panels types available immediately disappears and a blank screen will appear with the white cross-like pointer sign indicating where the panel will begin on the screen.</p> <p>Simply drag your mouse across the screen and you can size the panel as you can see in below:</p> <img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/add_leaderboard_panel_2.png" alt="Add Leaderboard panel" /> <h2>How do I customise my Leaderboard panel?</h2> <p>To customise your leaderboard panel, click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/pointer_button.png" /> button on the top left hand side of the screen. Then click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/nut_button.png" /> icon of the panel that you want to customise, as shon below:</p> <img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/add_leaderboard_panel_3.png" alt="Add Leaderboard panel" /> <p>The following screen will appear:</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_1.png" alt="Leaderboard panel properties" /> <h4>Title</h4> <p>In the <span class="reference">Title</span> section of this window, you can configure the properties of both the panel titles and the leaderboard headers as well. In the screen below you can see the distinction between the two:</p> <img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_description.png" alt="Leaderboard description" /> <h6>Adding Panel title</h6> <p>To provide a title for the leaderboard panel, simply fill in the <span class="reference">Label</span> field. Choose the font size you would like to use by simply selecting from the drop-down list. Then choose the style of font you would like to use for your title.</p> <p>To select the text colour, click on the drop-down arrow as shown below. This will show the colour palate available. To select a standard colour, all you need to do is click on it. To add a custom colour, click on one of the blank custom colour squares and type in the RGB colour codes to add to your custom palette. You need to click on the <span class="button">Apply</span> button to apply the colour.</p> <img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_2.png" alt="Leaderboard panel properties" /> <p>If you would like the text to appear as bold, italic or underlined, simply click on the required box to highlight <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/text_formatting_1.png" />.</p> <p>To determine the placement of your title, simply click on <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/text_formatting_2.png" />.</p> <p>If the label panel on the top of the board is sufficient, you may not require a label on this panel. If you do not want a label to appear on this panel, click the <span class="reference">Hide label</span> box as shown below:</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_3.png" alt="Leaderboard panel properties" /> <h6>Adding Leaderboard headers</h6> <p>The default header for the columns in the leaderboard panel is Arial, 16 point in white. However, you can change all the setting of the <span class="reference">Leaderboard headers</span>, that are similar to the <span class="reference">Panel title</span> ones. Click on the drop-down list alongside any of the properties to change.</p> <img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_4.png" alt="Leaderboard panel properties" /> <h4>Content</h4> <p>To add content to any leader board, select the <span class="button">Content</span> tab.</p> <p>The first thing you need to do is to select the Stats point you wish to use. To do this, simply click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/add_button.png" alt="Select" /> button, as shown below:</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_5.png" alt="Leaderboard panel properties" /> <p>Then just drill-down until you find the stats point you want to use. Once you find it, click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/tick_button.png" alt="Tick" /> button alongside it to select it, as shown below:</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_6.png" alt="Leaderboard panel properties" /> <p>This will now appear as your chosen Stats point. Next you will need to decide what you would like to show on the leaderboard. To do this simply, work through the drop-down lists shown below and select the <span class="reference">Call type</span> and relevant <span class="reference">Column</span> and it will populate the panel.</p> <img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_7.png" alt="Leaderboard panel properties" /> <p>Once you select the <span class="reference">Call type</span> and relevant <span class="reference">Column</span> fields, press the <span class="button">Add column</span> button to add the column to the list, as shown below. Just repeat the same process to add as many columns as you like, according to your company's needs.</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_8.png" alt="Leaderboard panel properties" /> <p>In the example below, we have selected the following settings for the <span class="reference">Call type</span> and its <span class="reference">Column</span> to form the columns that appear in the list: <ul> <li><span class="keyword">Pos</span>: Select Call type as "All" and Column as "Position"</li> <li><span class="keyword">Name</span>: Select Call type as "All" and Column as "Name"</li> <li><span class="keyword">Total</span>: Select Call type as "All" and Column as "Count"</li> <li><span class="keyword">In</span>: Select Call type as "Answered" and Column as "Count"</li> <li><span class="keyword">Out</span>: Select Call type as "Outbound" and Column as "Count"</li> <li><span class="keyword">Lost</span>: Select Call type as "Missed" and Column as "Count"</li> <li><span class="keyword">Duration In</span>: Select Call type as "Answered" and Column as "Average Duration"</li> </ul> </p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_9.png" alt="Leaderboard panel properties" /> <h6>Changing column name</h6> <p>If you would like to change the name of any column, simply click on the column name and overtype the current name currently highlighted in blue. Then press the <span class="keyword">Enter</span> key to save.</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_10.png" alt="Leaderboard panel properties" /> <h6>Rearranging columns</h6> <p>If you would like the columns to appear in a different order, just click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/order_button.png" /> icon alongside its column. Moving a column up by clicking on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/up_arrow_button.png" /> icon in the design mode, we basically move this column left on the board.</p> <p>In the example below, we rearrange the <span class="keyword">In</span> and <span class="keyword">Total</span> columns. By clicking on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/up_arrow_button.png" /> icon next to the <span class="keyword">Total</span> column, we move it a level up.</p> <img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_11.png" alt="Leaderboard panel properties" /> <h6>Changing a column's sorting</h6> <p>Lalala bla bla salalalala <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/sort_up_button.png" /> icon alongside its column. Moving a column up by clicking on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/sort_down_button.png" /> icon in the design mode, we basically move this column left on the board.</p> <p>In the example below, we change the sorting od the the <span class="keyword">Total</span>column from descending to ascending. By clicking on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/sort_down_button.png" /> icon next to the <span class="keyword">Total</span> column, we turn the sorting of this column to descending.</p> <img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_18.png" alt="Leaderboard panel properties" /> <h6>Changing the Stats Collection point</h6> <p>To change the Stats collection point of a column, click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/stats_point_1_button.png" /> icon alongside it which will automatically turn into <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/stats_point_2_button.png" /> to confirm that the stats point has changed. In the example below, we have clicked on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/stats_point_1_button.png" /> icon to change the stats point of the <span class="keyword">In</span> column.</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_14.png" alt="Leaderboard panel properties" /> <p>Once you click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/stats_point_1_button.png" /> icon the following pop-up window will appear. This will allow you to navigate up and down in the Directory or choose a different stats point at the same point e.g. "London Weekly Stats" instead of "London Daily Stats".</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_15.png" alt="Leaderboard panel properties" /> <p>To deactivate the different Stats point that you have set for this column, just click again on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/stats_point_2_button.png" /> icon alongside the <span class="keyword">In</span> column and it will automatically turn into its previous state that was <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/stats_point_1_button.png" />.</p> <h6>Changing Font properties</h6> <p>To change the font properties for any column, click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/font_button.png" /> icon. The following pop-up will appear:</p> <img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_16.png" alt="Leaderboard panel properties" /> <p>Choose the font size you would like to use by simply selecting from the drop-down list. You can also choose the style of font you would like to use from the drop-down font family list. To select the text colour, click on the drop-down arrow. This will show the colour palette available. To select a standard colour, all you need to do is click on it. To add a custom colour, click on one of the blank custom colour squares and add the RGB colours to add to your custom palette. You need to click on the <span class="button">Apply</span> button to apply the colour, as shown below:</p> <img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_17.png" alt="Leaderboard panel properties" /> <p>If you would like the text to appear as bold, italic or underlined, simply click on the required box to highlight <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/text_formatting_1.png" />.</p> <p>To determine the placement of your text, simply click on <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/text_formatting_2.png" />.</p> <p>At the end, click on the <span class="button">Save</span> button to save any changes made.</p> <h6>Hiding a column</h6> <p>In TIM Enterprise, you can temporarily hide the columns that you don't want to have in your display board. These may be occasions when for example you are running a particular campaign and you want to concentrate only on inbound or outbound calls. To hide a column, you simply click once on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/hide_button.png" /> icon, which will automatically turn into <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/unhide_button.png" /> to confirm that the column is temporarily hidden, as shown below:</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_12.png" alt="Leaderboard panel properties" /> <p>To display again, simply click once on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/unhide_button.png" /> icon which will automatically turn into <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/hide_button.png" />.</p> <h6>Deleting a column</h6> <p>If you would like to permanently delete a column, then all you have to do is click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/delete_button.png" /> icon, as shown below:</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_13.png" alt="Leaderboard panel properties" /> <p>You will be asked to confirm deletion. Simply press <span class="button">OK</span> to this pop-up window.</p> <h4>Background</h4> <p>Click on the <span class="button">Background</span> tab to configure the properties for the background of your leaderboard panel.</p> <p>If you would like to add an image source, simply type the details in the box as shown below. Otherwise leave blank. You can decide to repeat the image or centre it on the panel, by selecting from the drop-down list of the <span class="reference">Image style</span> field.</p> <p>To select the background colour, click on the drop-down arrow as shown below. This will show the colour palette available. To select a standard colour, all you need to do is click on it. To add a custom colour, click on one of the blank custom colour squares and type in the RGB colour codes to add to your custom palette. You can even pick a transparent background, if you like. You need to click on the <span class="button">Apply</span> button to apply the colour.</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_19.png" alt="Leaderboard panel properties" /> <p>If you would like to apply lighting effects to the summary panel, just tick the box as shown here:</p> <img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_20.png" alt="Leaderboard panel properties" /> <p>The two examples below show the difference between panels with and without lighting effects. The panel with the slight shine has a lighting effect applied, while the solid black panel has no lighting effects.</p> <img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_lighting_example.png" alt="Leaderboard panel lighting example" /> <h4>Metrics</h4> <p>To define the panel's metrics to suit your particular screen, simply type the required pixel sizes in the boxes, as shown below:</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_21.png" alt="Leaderboard panel properties" /> <p>If you want to use automatic paging, just select the tickbox, as shown below. Alternatively, type in the number of rows you want your leaderboard to have per page, or select to view the first page only.</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_22.png" alt="Leaderboard panel properties" /> <p>Finally, set the rate whith which you want the pages to change. Then click on the <span class="button">Save</span> button to save any changes made.</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/leaderboard_panel_properties_23.png" alt="Leaderboard panel properties" /> |