Use the TXM dashboard to view actions triggered, cases created,
and emails sent during a period.
Prerequisites:
- Create a rule
- To perform this task, you
must be an Admin, Power User, or Author.
Note:
- The TXM dashboard only
contains data from enabled rules.
- The TXM dashboard can
display results from questions that are authored in different languages.
However, the dashboard itself is available in English only.
-
Open the Actions app.
-
On the
Dashboards page, click the
CXM tab.
-
Find the results of the TXM dashboard reflected.
Tiles
|
Description
|
Rule
Summary Table
|
|
The
Rules Summary
Table can be used to compare and evaluate rules over time using the
following metrics:
- Total
actions triggered
- Emails sent
- Cases
created
It covers a 7-day period ending at midnight the day
before.
|
Actions Triggered This
Period
|
|
Displays the number of actions
triggered per day in this period of time.
|
- Optional:
On the toolbar at the top of the page, click
Filters to filter the dashboard.
The following filters are available.
Option
|
Description
|
Rule Name
|
- Choose a
condition statement to filter.
- Select a
Rule to apply the condition.
|
Time Filter
|
- Choose a
condition statement to filter.
- Select a
Time Frame to filter for results from the dashboard.
Note: Results from the
Time Filter apply only to the
Rule Summary
Table.
|
- Optional:
To remove a condition statement, click the
Delete button on the right.
-
Click
Run to refresh the dashboard using your
filter conditions.
Note: You can see when the dashboard was last refreshed in the
top right of the page.