How do I manage dashboard columns and metrics?
Required Feature Flags
The following feature flags and permissions are required to use this feature:
Feature Flag | Technical Name | Description |
Dashboard |
| Enables the SmartView dashboard and custom dashboards (included by default) |
KPI Reports |
| Enables KPI reporting (included by default) |
Required Permissions:
Quality & KPIs (
reporting.kpis) — to view the KPI Report and most reportsEdit SmartView Custom Dashboards (
reporting.smartview.edit) — to add, change, or reorder widgets and metrics on custom dashboards
Introduction
There are two ways to control what data shows on your reports and dashboards in evaluagent:
Manage Columns — choose which columns to show on supported reports, reorder them, and search for specific metrics
Widget metrics — change the metric a SmartView dashboard widget displays
This guide covers both.
Managing Columns on Reports
Step 1: Open a supported report
Go to Reporting and pick a report that supports column management. Currently this includes:
KPI Report (each tab — QA, Auto QA, My KPIs — saves separately)
Calibration Performance (each view — Evaluator, Scorecard, My Calibration Results — saves separately)
Evaluator Performance (Scoring tab only)
Imported Contacts table (each integration saves separately)
Step 2: Open the column manager
Click the Manage Columns button (the gear icon) at the top of the report.
Step 3: Show, hide, or reorder
Use the checkboxes to show or hide columns
Drag and drop columns to change the order
Use the search box to find a specific column quickly
Changes apply to the report immediately.
Step 4: How your preferences are saved
For most reports above, your column preferences are saved per-user against your account. They persist across sessions, devices, and browsers, and only affect what you see — not your colleagues.
The Imported Contacts insight report is the exception — column changes there apply for the current session only and reset when you leave the page.
Changing Metrics on a SmartView Widget
Step 1: Open the dashboard
Go to Reporting > SmartView and pick the custom dashboard that has the widget.
Step 2: Edit the widget
Click the cog icon on the widget and select Edit. The widget editor opens.
Step 3: Pick a different metric
Switch to the Properties tab. Use the metric dropdown to pick a new primary metric, or start typing to find one.
If you want to compare two metrics on the same visualisation, tick Add metric to compare and pick a second metric.
Step 4: Adjust filters and save
Move to the Filters tab to update the date range, scorecards, teams, or channels
Click Update to save the change
The widget refreshes with the new metric.
Adding, Removing, or Reordering Widgets
Add a Widget
Open your custom dashboard
Click + Widget
Step through the widget wizard to pick the metric, visualisation, filters, and name
Click Save
Remove a Widget
Click the cog icon on the widget, select Delete, then confirm.
Reorder Widgets
Drag any widget to a new position on the grid. The layout updates as you move it.
Resetting Column Preferences
To reset a report's columns to the default, deselect every customisation in Manage Columns. The report reverts to its default column set.