1. Access the Report Section
- Log into your SoftPoint dashboard.
- Navigate to the Reports section.
2. Open the Guest Survey Report
- Locate Guest Survey Report in the list.
- You may open it in two ways:
- Click the report name directly.
- Click View on the right side.
- Both options open the same report.
3. Understanding the Guest Survey Report Layout
- Questions Column
- Displays all configured custom survey questions.
- Location Score
- Shows the average score for the currently selected location.
- Reflects only the selected date range.
- Other Locations Average
- Shows the average score across all other locations in the corporation.
- If you have only one location, you will only see your own score.
- Top Performer
- Indicates where this location ranks among all locations.
- Responses
- Shows total number of survey responses received within the date range.
4. Purpose of This Report
- Provides a condensed, high-level overview of survey performance across questions.
- Useful for understanding general customer sentiment and location ranking.
5. Navigate to Individual Survey Responses
- To view detailed responses:
- Go back to Reports and select Feedback Report, or
- Use the shortcut link at the top of the page.
6. Guest Feedback Report Overview
- Displays each individual survey submission.
- Shows:
- Question 1, Question 2, etc.
- Score given by the customer.
- Ticket number associated with the survey.
- Employee associated with that ticket.
7. Viewing Ticket Details
- Click on any ticket number to:
- Navigate to the Ticket Details page.
- Review all items and actions on that ticket.
- Identify which employee handled the transaction.
- Useful for understanding why certain responses were low or negative.
8. Filters & Export Options
- You can:
- Select a custom date range.
- Filter using the same time-range presets as other SoftPoint reports.
- Export options include:
- Excel
- CSV
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