Dashboard Tab

Lists all of your current mailboxes, with a summary of the emails in the Inbox of each.

• Click any Mailbox name to open its Inbox view
• Click the Add a mailbox link at the top to add a new mailbox (Account owner and administrators only)

NOTE: Different account levels allow different numbers of mailboxes. For more information, see the Pricing page.

Shows a list of all mail assigned to you, in any mailbox.

• Click any message to open that conversation
• Sort the list by clicking on the From, Subject, or Date column headers.

Saved Searches are a way to quickly locate email conversations that match criteria you choose, using keywords, assignee, mailbox, date received, and more. This section lists all Saved Searches, both your personal searches and searches that are shared with other users in your account.

• Click any Saved Search name to open the search

Shows the most recent activity in your account from all users. It records logins, responses (replying or forwarding), notes and tags added, and assignment of emails.

• Click the conversation or message link in any entry to see the full contents of the exchange

Filter by mailbox, user, tag, or action type

1. Click Options at the bottom of the action list
2. Use the arrows to select a specific Mailbox, User, or Tag
3. Click to add checkmarks for the type of actions you would like to see

NOTE: Checking "Moved" tracks activity related to moving a conversation from one Mailbox to another; Checking "Filed" tracks activity related to moving a conversation into a different Folder within the same mailbox: Archive, Spam, Trash, or Inbox.

Displays a simple graph of the number of messages received and sent for a given period. The default view is all mailboxes over the previous 30 days.

Change traffic parameters

1. Click Options below the graph
2. Click the down arrow next to Mailbox to select a specific mailbox
3. Click the down arrow next to Date Range to select a different data range
4. The graph will update to reflect the new parameters

Highlights the most recent tips and news for Email Center Pro users from Palo Alto Software. Click the links to read the full text of any post.

Shows a summary of the account users currently online.

• Green icons indicate active use
• Yellow icons indicate inactive use (logged on but idle)

Displays a summary of your account usage, in terms of storage, emails received and sent, and your plan level.

Displays information on the frequency of tag usage in your account in "Cloud" format. The more frequently a tag is used, the larger the tag name will display.

Filter by Mailbox

• Click Options below the tag cloud
• Click the down arrow next to Mailbox to select a specific mailbox
• The tag cloud will update to reflect the new parameters.

Tracks key information for your VerticalResponse lists and email campaigns. You can go directly to your VerticalResponse login by clicking View All, New List, or New Campaign, at the top of the widget sections.

Lists

• Click the column headers to sort your email lists by Size (number of addresses), Date Created, or Last Mailed date.
• Click View under Details to open the VerticalResponse login, where you can manage your lists directly.

Email Campaigns

• Click the column headings to sort by Type, date Last Modified, or Status.
• Click Edit Campaign or View Report under Details to open the VerticalResponse login, where you can manage your email campaigns directly.

NOTE: Full use of this widget requires that users have an account with VerticalResponse.

Displays data collected from your FormSpring online forms. You can go directly to your FormSpring login by clicking the Build, Settings, View Data, or Use icons at the top of the forms list.

Sort your forms

• After signing in, click the column headers to sort your data by Form name, Submissions, Views, or Last Submission.

Click the Log out link at the top to hide your FormSpring data, or to enter a new API key.

NOTE: Full use of this widget requires that users have an account with FormSpring.

Displays a pie chart of unassigned and assigned messages (by user) in the Inbox of the selected mailbox. This chart is an easy way to see the load distribution of assignments. Administrators may want to use this when assigning large volumes of email, to make sure no one user is overloaded with email assignments.

Click Options to select a different mailbox, or choose "Any Mailbox" to see assignments across all Inboxes.

Shows distribution of traffic received and sent by time of day, day of the week, or month, for the mailbox and date range selected. For example, users can use this chart to see whether more email is received on Mondays than Wednesdays, or whether the morning is busier than the afternoon.

Click Options to select a different mailbox, data type, or date range.

Lets you see the latest updates from any RSS 2.0 feed. Get news, blog posts, and other up-to-the-minute information right on your Dashboard.

• Click Options and type or paste in the URL for any RSS 2.0 feeds you wish you see
• Separate feeds with commas to aggregate multiple feeds

Shows all conversations you have Starred for tracking by Subject line and activity date.

• Click any conversation in the list to see the Conversation History
• Click the Refresh button at the top of the widget to refresh the list.

Shows a summary of conversations based on criteria you choose in the Options. Double-click any conversation to open it.

Set criteria

1. Click Options
2. Use the drop-down arrows to filter the list by Mailbox, Folder, Assignee, and/or Tag.
3. Click the Starred box to limit conversations to those that have been starred.

Rename widget

1. Click Options
2. Type a new name in the Widget Name box

Column summaries

The widget columns show you the most recent activity in the conversation, whether it is starred, who sent the last message, and the date of the most recent activity.

Shows specific data for each user for the mailbox and date range you choose. Use this widget to track your top (and fastest) responders, and identify who is being proactive in responding to unassigned email.

Click any column header to sort by these criteria:

• User: user name. A green dot next to a user's name indicates the user has generated activity in the last 10 minutes, while a yellow dot indicates activity between 10 and 30 minutes ago.
• # Asgnd: number of conversations assigned to the user
• # Sent: number of messages sent
• Avg RT: average response time, from the time a conversation is assigned to the user and the user replies to the email. A reading of "None" indicates the user sends original outgoing mail but has not responded to incoming messages.
• Last Login: the last day or time the user logged in to the Email Center Pro account

Click Options to change the mailbox or date range, or to adjust the measurements for specific business hours (with the option to adjust for weekends). These options are especially useful if large amounts of incoming email is received after business hours, or you have users working different shifts.

Gives an interactive timeline of both the mail sent and received for a particular mailbox for the time range selected.

To select a different time range:

• Click the options next to Zoom (top left) to select a set range: 1 day, 5 days, 1 month, 3 months, 6 months, 1 year, or Max (since account creation).
• OR, click and drag the edge of the highlighted section in the secondary graph to choose a custom range.

To select a different mailbox:

• Click Options and choose a mailbox from the list

To select a different timeframe (earlier day, week, or month):

• Click the right or left arrows at the bottom of the secondary graph to move back or forward in time.

This widget shows a chart and table of the response times for any mailbox during a given time period.

Options

You can customize the chart and table by selecting specific criteria for user, mailbox, and date range. You can also adjust the response time for business hours and weekends. For example, a message arriving after hours on Friday can be treated as if it arrived first thing Monday morning.

Click Options at the bottom of the metric to see criteria you can apply to the analysis.

Chart

This histogram plots the number of email replies sent (y axis) for the specified timeframe against the time it took to respond to them (x axis). A blue line denotes the average (mean) response time between receiving a message and sending a reply. The chart will automatically update as you change the Options at the bottom of the metric.

The Options at the bottom include a field for changing the chart window to zoom in on responses within 2 hours, 4 hours, etc.

Data Table

This table breaks down the information shown in the chart.

• Interval: response time range. For example, 0h-0.5h includes responses sent in fewer than 30 minutes
• %: percentage of total replies which match this Interval for the data selected in Options
• Running %: Includes all replies which match the options criteria up to today, so you can see whether response times are improving.