Creating Same-Day Calls and Meetings Report in Tech Insights

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Introduction

Tech Insights Monitoring feature of HP WXP Collaboration application supports intra-day snapshots and same-day trend reporting for calls and meetings by using improved panel-level filters with Dashboards. These filters allow monitoring activity throughout the day directly within Tech Insights Monitoring.

Viewing Reportable Metrics During the Day

The following metrics can be monitored and analyzed using panel filters.

Reporting on Calls

  • Viewing total calls by quality: Good, Bad, Fair, Unknown, or All Calls

  • Grouping calls by:

    • Source

    • Target

    • Endpoint Name

    • System Name

    • Data Source

  • Filtering calls by:

    • Source

    • Target

    • Endpoint Name

    • System Name

    • Data Source

Reporting on Meetings

  • Viewing meetings by quality: Good, Bad, Fair, or Unknown

  • Grouping meetings by:

    • System Name

    • Host

    • System Type

  • Filtering meetings by:

    • System Name

    • Host

    • System Type

These capabilities support focused reporting on calls and meetings across selected systems, endpoints, or platforms within the same day.

Creating Panels for Same-Day Monitoring

The following example describes adding metrics for monitoring live calls. The same approach applies to other supported platforms.

Step 1: Copying an Existing Dashboard

Duplicating an existing dashboard provides a clean starting point for customization. For example, duplicate the Tech Insights Monitoring Home Dashboard, then rename the new dashboard to reflect its purpose, such as Calls Dashboard.

Step 2: Applying Panel-Level Filtering

Opening the newly created dashboard allows filters to be applied to individual panels.

For each KPI panel:

  1. Select the gear icon to view the panel configuration.

  2. Add the required filter criteria to limit the data shown in the panel.

Applying filters consistently across panels ensures accurate and aligned reporting.

Note: Calls may appear under the “Unknown” Quality category until the API is enabled for all customers.

Step 3: Editing Additional Panels

Editing call listing panels and call quality trend panels follows the same process. Panel-level filters can be applied to refine data visibility and support consistent same-day reporting.

Contact Us

For any assistance, Create a support case or email us at support@wxp.hp.com.