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Info

On this page, you can find detailed description of MeetingView Liveboard in x-bees, available reports and filters.

Created: April 2024

Updated: May 2024February 2025

Permalink: https://wildix.atlassian.net/wiki/x/AYBUHQ


Table of Contents

Introduction 

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  • Events sending / data gathering should be enabled in WMS -> PBX -> Features -> Cloud Analytics. It is automatically activated if a PBX or whole WMS Network are running in the Cloud. In case of a standalone Virtual/ Hardware PBX, or if there is a mix of Cloud and Virtual/ Hardware PBXs in a WMS Network, Cloud Analytics should be enabled manually by admin. Documentation: WMS Settings Menu - Admin Guide (Features section).
Note

Note: If sending of the events was enabled and then disabled, the old data is still stored in the data base. For the old data be removed, a ticket to customer care has to be opened.


Warning

Important: If you need to disable Cloud Analytics, please contact Wildix Technical Support, as it may affect presence sync in x-bees. 

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  • Go to Analytics -> on the Liveboards tab, select MeetingView:

View Different Charts

x-bees MeetingView Liveboard provides the report data in different charts and you can easily navigate between them by choosing the necessary one: 

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  • Data Grid: includes the list of conferences, their date and time, direction (internal, outbound, internal), conference subject and link to Sales Intelligence, status (completed, missed), duration, number of attendees and attendees list. 
     


  • Line Chart:

    You can change the time bucket by clicking "Daily date" at the bottom of the chart to get a weekly, monthly, quarterly, or annual report. 
    To switch between Unique or Total session ID count display by clicking Unique Count Session ID -> Aggregate at the left of the report. 

  • Area Chart:


You can change the time bucket by clicking "Daily date" at the bottom of the chart to get a weekly, monthly, quarterly, or annual report. 
To switch between Unique or Total session ID count display by clicking Unique Count Session ID -> Aggregate at the left of the report. 


  • Pie Chart:

  • Bar Chart:

  • Column Chart Chart: 

  • Timeline Column Chart:


Filter Report Data 

On the page that opens, you can see a report that displays data according to the filters at the top:

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After you've applied filters to the report, you can save the filter settings:

  1. Click on the button Save view to the left of the filters panel Select View (1) and choose the option Save view (2):

  2. Enter the view name and click Save:


Note

Note: The option "Make view available to all users" is greyed out and not available for the MeetingView report.

Change view

The next time you open the liveboard, the system automatically opens the report in the saved view. To return to the default view, click on the name of the current view at the top (1) and press Reset Liveboard (2): 

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To schedule a report, click on the More (three dots) button (1) -> choose Create Schedule option (2): 

On the Create Schedule screen that opens, fill out the following fields:

  • NameSchedule name: enter title for your scheduled report
  • Description Add comment (optional): provide description if required; the description is included in the body of the email
  • FrequencySend every: choose frequency:
    • choose the preferred option: Every N minutes / Hourly / Daily / Weekly / Monthly
    • select at which time the report should be sent
    • choose day for sending the scheduled report
  • TypeSelect attachment type: choose if you want to receive the report in PDF or CSV

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Note

Note:

  • CSV files are sent only for the visualisations that have tables. Scheduled reports in PDF format are mostly aimed at charts and graphs, while tables may not contain full information. To get complete data in tables (e.g. the list of conferences), we recommend using CSV format.
  • For PDF, you can turn the toggle on next to Show advanced PDF settings and configure the following options:
    • Format: Liveboard or Visualisations
    • Layout: Landscape or Portrait
    • Select tabs to download: choose if you want to receive all or specific charts only
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    • Branding: decide if brand logo and page number should be included 
    • Add footer: enter text for the footer of the report 

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  • Recipients: you are automatically added as recipient of the report. You can also add other users or groups to send the report to

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