Sprinklr Service offers tailored Persona Apps for different users, including agents, supervisors, and quality managers. Agents have quick access to customer conversations, tasks, and performance reports, while supervisors gain a comprehensive view of team performance and productivity metrics. Quality managers have specialized tools to monitor agent performance and ensure adherence to quality standards. These Persona Apps enable you to fulfill specific roles effectively, promoting efficiency and collaboration within the organization. This article explains how to share Reporting Dashboards with Persona Apps.

How to Share Reporting Dashboard with Persona Apps?

Prerequisites for sharing Reporting Dashboards with Persona Apps:

1. Access to the relevant Reporting Dashboard(s).

2. Share permission under the Dashboard Permissions section in the Reporting module.

Follow these steps to share a Reporting Dashboard with a Persona App:

1. Go to Care Reporting in the Analyze column on the Launchpad to open the Reporting Dashboards Record
   Manager.

   

2. Open the Dashboard in the Reporting Dashboard Record Manager that you want to share.

   

3. Click the More Actions button (represented by an ellipsis (⋯) icon) at the top right of the Dashboard to view a list of options.

4. Select Share from the list of options to open the Dashboard dialog box.

   

5. Click the Persona App field to display a dropdown list of available Persona Apps. From this list, select the Persona App(s) with whom the Dashboard needs to be shared.

6. Click the Share button at the bottom right of the dialog box to share the Dashboard with selected Persona App(s).

This completes the process of sharing the Reporting Dashboard with selected Persona Apps.

How to View Reporting Dashboards Within Persona Apps?

Prerequisites for viewing Reporting Dashboards in Persona Apps:

1. Access to the relevant Persona App.

2. Existing Reporting Dashboard(s) shared with the Persona App.

Follow these steps to view Reporting Dashboards within Persona Apps:

1. Go to the relevant Persona App on the Launchpad.

   

2. Select Reports from the Left Pane to open the Reports page.

   

3. Select All Dashboards to show all the Reporting Dashboards available within the Persona App. The shared Reporting Dashboard will be visible on this page.

4. Open the Dashboard to view the Widgets it contains.

This completes the process of viewing Reporting Dashboards within Persona Apps.