How to create advance reports by using feedback by filter

The Feedback By Filter page allows you to create custom reports to view satisfaction and loyalty results in advanced ways that help you identify areas to improve.  The reports allow you to view response results grouped and summarized by one of the data fields sent with your survey contact lists.  For example, your survey contact list likely includes first name, last name, email address, and company name, but might also include other operational data associated with this customer such as the sales rep, CSR, Technician, Region, Sales Type, etc.  Feedback By Filter allows you to view survey results organized by these fields.  

For example, if your data includes sales rep, you can run a report that shows the Net Promoter Score of your company, grouped by the sales reps who manage the customers.   

Steps:

1. Click the Feedback Icon (rotating arrows) on the Dashboard Sidebar
   
2. Select the  "By Filter"  tab along the top of the page
   
3. From here you can create custom feedback reports based on filters of your choice. These reports will display feedback for all questions in your survey, grouped by selected data field.
   
   

   

   INFO: The Report Type has two options:
   

   NPS - Choosing NPS will use the Net Promoter Score calculation in your summary results.
   

   Satisfaction - Choosing Satisfaction will use a CSAT calculation, showing the percent of customers who expressed positive satisfaction.
4. 
   
   Example: If you wanted to view the performance of your different Sales Reps, you could create a report as depicted below. This would allow you to identify "Jody Williams" as the Rep that is in need of the most assistance or additional training based on the feedback from her customers (compared to your other Sales Reps)
   

INFO: For more information on this feature click here:  View Feedback by Filter

• Related Articles

• Save Your Reports in Feedback by Filter

  Sometimes you need to see things in a different light to fully grasp what you’re looking at. Understanding how your customers feel about working with your business is easy with LoyaltyLoop. One of the great features of the Promoter and Premier plans ...

• View feedback and CX metrics grouped by Account

  Available in LoyaltyLoop Premier plan, view NPS and other CX metrics by group. By default, LoyaltyLoop automatically groups contacts by their email domain. This is particularly helpful when servicing large organizations with multiple buyers or ...

• How to view feedback by customer

  The Feedback by Customer page provides each customer's survey response data. This page is broken into three sections: the Summary Widgets, the Response Table, and the Detailed Response View. First select the Feedback Icon on the left main menu. You ...

• How to view feedback by comments

  The Feedback by Comments section in LoyaltyLoop displays all customer comments from your survey. This page has three sections: summary widgets of comment summaries, all your survey comments, and overall comment stats.  Reading your customer comments ...

• Customizing Account Management in LoyaltyLoop Premier

  The Account Roll-Up feature automatically groups your contacts into logical business accounts, providing you with deeper, more strategic reporting and the ability to detect dormant customers at the organizational level. While our default setting uses ...