Madyson Kmiec

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Articles

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  • Common Chart Questions & Troubleshooting

    Why is my chart empty?Check filtersCheck date rangeConfirm data sourceWhy don’t I see a field?It may not exist in that data sourceContact your CSM for new fields Why aren’t my filters applying?Dash...

  • Chart Types & When to Use Them

    Bar ChartBest for:Comparing categoriesTracking trendsSupports:Horizontal / verticalSub-grouping (stacked, grouped, normalized)Pie ChartBest for:ProportionsDistributionStat ChartBest for:KPIs (Total...

  • Exporting Charts & Scheduling Reports

    Export OptionsDashboard exportExport entire dashboard as PDFChart export PNG (image) SVG CSV (data) Schedule ReportsUse scheduled reports to: Automatically send dashboards Share insights with stake...

  • Dashboard & Chart Filters

    Dashboard FiltersApply to all charts on a dashboardGreat for explorationAdd a filterClick Add / Create FilterSelect attributeSelect valueAll charts update instantly Chart-Level FiltersApply to one ...

  • Understanding Data Sources in Charts

    What is a data source?A data source determines:What data your chart usesWhat fields are availableWhat filters you can applyAvailable Data SourcesCasesCore case data:StatusPriorityInvestigatorIntake...

  • How to Create a Chart

    Create a chartClick Create ChartConfigure in the Chart BuilderSave changesChart Builder OverviewLeft side → live previewRight side → configuration panelStep-by-step1. Choose chart typeBar → compari...

  • How to Navigate and Customize Your Dashboard

    Dashboard Layout OverviewEach dashboard includes:Charts grid → your visualizationsTop toolbar → actions like create, reorder, exportFilter bar → filter all charts at onceKey ActionsReorder chartsCl...

  • What are Charts & Dashboards in AllVoices?

    What are Charts & Dashboards?Charts and dashboards in AllVoices allow you to visualize your case data, employee data, and performance metrics in real time.They help you:Track case trends over timeM...

  • Admin Auto-Provisioning

    Auto-Provisioning allows your organization to automatically create, activate, and deactivate administrator accounts based on rules defined using employee data from your HRIS or SFTP employee file.I...

  • Submitting a Report as an Employee

    This article is for employees who want to submit a report to their company through AllVoices, have questions about this process, or want to understand what happens after a report is submitted.Submi...