Configure Modules

This page provides general instructions for accessing and configuring modules. For specific information regarding the customization options for a specific module, see the reference topic for that module, such as the process of creating website modules.

If you have Digital First Omnichannel enabled for your organization, you can integrate that data into your CXone Performance Management system. The following metrics are specific to data from digital channels.

  1. Open a dashboard.
  2. Click + Add Modules in the left navigation menu to display a list of modules.
  3. Click a module to open it in the dashboard or click and drag it to your desired location on the dashboard. The settings window will automatically open after it is placed on your dashboard. You can view the settings window in the old pop-up window or the new slide-out window.

  4. Configure the date filter to determine the time range for which you want to display data. If the date range you select is requesting too much data, an error message will appear to advise you so you can adjust your configurations.
  5. Configure employee-based or call-based filters.
  6. Configure other settings, such as adding data attributes for reporting purposes.
  7. Click Apply.

You can click and hold along the top of the module and drag it to a new location on your dashboard. The existing modules on your dashboard automatically shift to accommodate a new layout. You can edit the module metrics by clicking the three dots in the right corner of a module and selecting Settings.