Controlling who can build & edit SmartView Custom Dashboards

The following guide describes how to grant and revoke the required permissions to allow users to create and edit thei...

Selecting your default dashboard experience

When you first enter EvaluAgent, your home page is set to the default dashboard view.  The classic EvaluAgent dashboa...

SmartView Custom Dashboards: Creating & Managing Widgets

Introduction: Widgets are the tiles that make up your dashboard. Each widget will be a visual representation of a met...

SmartView Custom Dashboards: Creating & Managing Dashboards

Building the dashboard grid To create a dashboard you first need to generate the empty dashboard grid. This blank gri...

Introducing SmartView Custom Dashboards

You are probably familiar with the classic EvaluAgent dashboard that provides an overview of quality performance. It'...

How do I create and manage root cause groups?

Navigation prompt Go to REPORTING> Click Line Item Performance > Click the tab Root Cause Groups  Root Cause Group...

How do I report on root causes?

Navigation prompt Go to REPORTING> Click Line Item Performance > Click the tab Root Causes    Root Cause Reporting...

Line Item Groups

Navigation prompt Go to REPORTING > click Line item performance   Line item groups, enables you to report on lin...

How to use the KPI report

Navigation prompt Go to REPORTING > click KPI report   The KPI report is where you can build and export reports ...

How to use the Dashboard

Navigation prompt Click the HOME icon from anywhere within the platform.   The Dashboard is your first stop over...

How to use the Insights report

Navigation prompt Go to REPORTING > Click Insights

How to use the Quality Performance report

Navigation prompt Go to REPORTING > click Quality Performance   The Quality Performance report is where you can ...

How to use the Line Item Performance report

Navigation prompt Go to REPORTING > click Line item performance

How to use the Category Performance report

Navigation prompt Go to REPORTING > click Category performance report

How to use the Calibration Performance report

Navigation prompt Go to REPORTING > click Calibration performance   The Calibration Performance report provides ...

How to use the Evaluator Performance report

Navigation prompt Go to REPORTING > click Evaluator performance

How to use the CX Performance Report

Navigation prompt Go to REPORTING > click CX Performance   The CX Performance feature and reporting is a great w...

How to use the Data Exporter

Navigation prompt Go to REPORTING > click Exporter     .

How to use the Audit Log

Navigation prompt Go to REPORTING > click Audit log     .