Accessing and Filtering the "In Progress" Report
To track and manage in-progress reviews within your organisation, follow the steps below:
Navigate to the 'Analytics' Tab
On the web, go to the 'Analytics' tab.
If the side menu is not already open, expand it.
Locate the 'Current Activity' section and select the 'In Progress' report.
View Reviews in Progress
You will see a table showing all reviews in progress.
The table will display the following information for each review:
Review Type
Subject of the review
Created By (the person who started the review)
Last Updated (the date it was last modified)
Using Filters to Refine Results
Review Type
Reviews can be about a person or a location.
Select a review type to filter all in-progress reviews of that kind. For example:
If you select a Location review type like "Store Checklist," you will see all Store Checklist reviews for locations you have permission to view.
Location Reviews
If you have access to multiple locations, you can use the subject filter to refine your results by Region or Location.
You can filter by multiple locations, such as Brighton and London.
Person Reviews
If you have permission to view person reviews across multiple locations, you will see two additional options:
Region & Location Filter: View reviews in progress for people in a selected region or specific locations.
Name Filter: Search for all reviews in progress for a specific person. For instance, you can search for sales observations for a particular individual.
Please note that being able to filter person reviews by location is a feature that has been added recently. Any reviews submitted before the 1st March 2023 will not contain information about location for a person. If in progress reviews started prior to the 1st March are edited before being submitted, then they will be updated to include location data.
Date Range
By default, the date range is set to the last 28 days.
You can adjust the filter to display reviews from the last 12 months or enter a custom date range.
Created By
You can filter reviews based on who created them.
Start typing the creator’s name in the search box or select their name from the dropdown list.
Viewing a Detailed Review
Once filtered, select any review from the list to view the full detailed Review and assess progress so far.
Exporting Data
If you need to share or analyse the review data outside of the platform, you can export the data as CSV.
To export to CSV you'll need to select a Review Type.
Apply any filters as needed.
Locate the download icon positioned in the top right corner of the page, next to the share options.
Click the download icon and the CSV will begin to download.