Creating Reports

The report builder lets you pull information about your locations into a report, and send that report automatically by email to any number of people in or outside of your organization.

To create your first report head to Reports > Report Builder from the main menu. Click the New Report button and give your report a name.

Once the screen above appears, you can start to add content to your report, but you might want to customize your report template first if you haven’t already done so.

Custom reports are made up of one or more sections that pull data from different categories.  Click the Add a New Section button to get started.

Adding New Sections

Sections are mostly split between

- Reviews - Information about the external reviews for your locations, including rating and sentiment data.

- Feedback - Internal feedback left by your customers including totals, averages and NPS data.

For each section, you’ll find options that allow you to present data in a variety of different ways. Choose the chart or data stream that best fits the information you need to relay. To customize this section by adding a title, footer text or changing the timeframe, click on the ‘More Options’ link.

Once you’re happy with your choice, click Save Report Section to continue.

You can rearrange sections using the grey handle icon in the top left of each report section box. You can also modify or delete a section using the two grey icons in the top right.

Report Email Options

If you choose to schedule your report to be sent automatically by email, you can customize how the report appears on email here. In addition to customizing the subject line, you can also specify preview text that is shown by most email clients before the user opens the email. 

When you’ve added all the necessary sections, scroll to the top of the page and click Run this Report to see it on-screen.

From here, you can simulate a timeframe or schedule the report to automatically be sent by email.

About time periods

When you schedule a report, the ‘ default’ period is typically the date the report was last run to the current date. So a daily report will show the last 24 hours, or a monthly report will show the last calendar month and so on.

When you create or edit a custom report and you’re choosing a report type, you can also customize the Timeframe under “More Options”.

When the timeframe is set to default, the graph or table you choose will show data for the period the report is run.

Sometimes, this isn’t practical. For example, you might want a daily report to show the total new reviews from the last day, but you might also want a graph of reviews by date to show the last 6 months to give some context.

In cases like this, we recommend choosing a set period from the dropdown menu. When your scheduled report is run, the period being reported on for this section will always be fixed to the timeframe that you’ve chosen.