How To Create 3CX Phone System Dashboard In 10 Minutes

December 6th, 2018
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How to create 3CX phone system dashboard

3CX is a software-based, open standards IP PBX that offers complete Unified Communications, out of the box.
3CX makes installation, management and maintenance of your PBX so easy that you can effortlessly manage it yourself, whether on an appliance or server at your premise or in the cloud.

As well as better collaboration and improved efficiency of employees, 3CX’s VoIP PBX provides the features and tools you need to boost your customer service and support. The inbuilt call center software includes features such as interactive voice response (IVR), call recording, click to call, call routing, wallboard, queues and more. Enhance the communication and work flow of your call center agents and improve the customer experience.

For more info about 3CX Phone system visit the following page:

https://www.3cx.com

In this article, I am going to show you how you can create the 3CX Phone System Dashboard within only 10 Minutes. So, let’s get started and follow along with my instructions step-by-step.

Step 1:

Sign up in PBXDom on the following link:

http://app.pbxdom.com/#/signup

Step 2:

After confirming your account by clicking on the link sent to your email, you will be redirected to setup page on PBXDom website. Before start set up the PBXDom collector software, I draw your attention to the following diagram. It shows the connection between your 3CX Phone system and PBXDom.

3cx-phone-system-and-PBXDom-connection-diagram

To set up your 3CX Dashboard goto next step.

3cx-call-accounting-software-step1-1024x458

Step 3:

Before beginning 3CX Dashboard set up, you will need:

1-Administrator access to the computer on which you will install.

2-Ability to configure the firewall to allow the collector to send data to PBXDom.

3-Know about your PBX available connectivity options and needed hardware.

4-Run setup.exe as Administrator, by right clicking on setup.exe and selecting the Run as Administrator.

5-Make sure nothing is blocking your access to the Internet.

6-If you’re behind the firewall, PBXDom collector software uses the following TCP/IP ports:

TCP: 80,443,13,37

UDP: 123

7-Make sure no Windows Policy/Antivirus is preventing the execution of the collector. You can exclude PBXDom collector’s executable files and the entire application directory.

Step 4:

Download the Collector software by click on the Download button and go to the next step.

3cx-setup-pbxdom-step1-5-1024x581

Step 5:

Install collector software and copy your license key and paste it into your collector and press the register button. After your collector registered successfully, press the start button on your collector.

Please watch the following video to know how to install the collector data.

Step 6:

In the next step, you will see the following window.

3cx-phone-system-call-accounting-software-step6-1024x580

If you successfully registered your collector and started it, after a few seconds, the PBX collector registration status changes from Not registered to Registered and collector connection status from Not connected to Connected like the following window.

3cx-phone-system-call-accounting-software-step7-1024x579

Now you can click on the next button.

Step 7:

Select 3CX from the vendor list.
3cx-pbxdom-select-vendor

Select 3CX General from the model list and click on the next button.

3cx-select-model

Step 8:

Click on the LAN connection and click on the next button.

3cx-select-lan-connection

Step 9:

Select only your time zone and leave other settings as set by default.

3cx-dashboard-timezone-step4-1024x508

Step 10:

PBXDom collector is automatically listening on port 3000 and collect the CDR information sent by 3CX phone system, leave settings as set by default and to send settings to your collector click on “send settings to the collector software button.”

3cx-pbxdom-port-settings

After the settings are successfully sent to your collector, you should see the following message, and you can click on the next button.

3cx-port-settings-success

Step 11:

In this window, you can find information about how to configure your 3CX Phone system.

3cx-configuration-send-CDR-to-PBXDom

For configuring your 3CX Phone system follow the instructions:

Open the 3CX web console

Go to Settings > CDR

3cx-cdr-settings-1

Choose “3CX CDR service is client/Active socket” mode

Set IP address to your computer/server the PBXDom collector installed on it

Set TCP port to 3000

Save and Apply settings

Step 12:

In the next window, you should wait till all the calls data get loaded to your account.

To make sure everything working, click on “Sync settings” button on your collector.

3cx-waiting-for-data

Please don’t leave this page until you receive the OK status for all four rows below,

This should not take more than 10 minutes. If you don’t notice all the OK within this time, please review your settings.

Also, make some test calls with your PBX to include a few incoming, outgoing.

If the issue is still unresolved, please schedule a Free remote installation service by clicking the button.

After a few minutes, you should receive 4 OK and windows change to the following message on your screen.

3cx-Data-received-success

Congratulation, Please click on the Finish button to access your 3CX Dashboard.

3cx-dashboard-pbxdom

3CX Phone system Dashboard

You can make as many as 50 dashboards as you want in the PBXDom. You can add up to 12 widgets in each dashboard from more than 70 available widgets.

You can find more information about the dashboard and widget on the following page:

Dashboard Help

Also, you can share read-only dashboard all across your entire organization.

Finally, you can find a complete set of reports, charts in reports, and chart section.

Report Help

I hope this article helps you to find a very easy solution for making a dashboard for 3CX Phone systems and deep insight into your voice traffic in your organization.

Reza Mousavi

Reza Mousavi

Serial Entrepreneur, Founder & CEO at PBXDom, Software Architect, Frequent reader, Fan of adventure travel
Reza Mousavi
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