The Review Analytics section is accessible via the web and comprises valuable reports and insights into your organisation's performance and review history. This article will guide you through the available reports and assist you in maximising the analytics area for your reporting requirements.
The Analytics section is divided into two main sections: Reviews and Insights. Within the Reviews section, you'll find detailed reports on submitted reviews and engagement to gain an understanding of who has been actively performing reviews. The Insights section provides a deeper dive into the data, offering a summary of insights from specific review types from a helicopter view, then delving into specific locations or individuals to identify areas of excellence, improvement, and risks.
How Can I View and Filter Submitted Reviews on the Web?
The Review History report provides a view of all submitted reviews within the chosen time period. It enables you to monitor trends in the data over time so you can identify areas for improvement or success within your organisation.
How to Access the Review History Report:
Login to your workspace on the web
Once logged in, navigate to the Analytics section in the top navigation bar.
If not already open, expand the side menu and select the History report under the Review section.
Understanding the Review History Report
Review Metrics Overview: The first section of the page provides an overview of key review metrics, including the total number of reviews.
Review History Table: Below the metrics overview, you'll find a table that lists all the reviews that have been submitted for the selected time period. For each Review listed you’ll be able to see information such as who submitted the Review, date of Review, the overall score, and the subject (the location or person that the Review was about).
Filtering Options
To refine your results, you can use the filtering options available above the table.
Review Type:
Reviews can focus on either a person or a location. Choose to view all location or people reviews, or opt for a specific location or person review.
Subject:
If you're viewing location-based reviews and have access to view multiple locations, you can filter by region or specify a particular location. If you don’t have permission to view multiple locations, you'll only see reviews for your location.
For person-based reviews, if you have access to multiple locations, you can choose to view reviews by location & region or by individual (name).
Date Range:
By default it will be set to the last 28 days. You can select an alternative predefined range or enter a custom date range.
Submitted By:
Search for reviews submitted by a specific person. Start typing their name in the box or search for their name in the dropdown list.
Contains Tasks:
If you’d only like to see reviews with tasks assigned then select the Contains Tasks check box.
Exporting Data
If you need to share or analyse the review data outside of the platform, you can export the data as CSV.
Please note: you cannot export a CSV for the following Review Type options: All, People Reviews, and Location Reviews. Instead, choose a specific review listed below those options.
Apply any additional 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.
The CSV export will include the following details for each Review listed:
Completion date of the Review.
Name of the person who conducted the Review.
Subject of the Review (location or person)
All insights and recorded values captured in the Review.
How Can I Track User Engagement for Submitted Reviews?
The Submitted By Report allows you to see how many Reviews each user has submitted for a selected Review and date range. This means you can easily keep track of user activity and engagement.
How To Access the Submitted By Report:
Login to your workspace on the web.
Once logged in, navigate to the Analytics section in the top navigation bar.
If not already open, expand the side menu and select the Submitted By report under the Review section.
Understanding the Submitted By Report
Review Metrics Overview: The first section of the page provides an overview of key review metrics, including average reviews per person.
Review Submitted By Table: Below the metrics overview, you'll find a table that lists how many Reviews each user has submitted for a selected Review Type and date range. For each Reviewer listed you’ll be able to see information such as their role, Location and the count of the total number of Reviews they have submitted for the selected date range.
Filtering Options
To refine your results, you can use the filtering options available above the table.
Review Type:
Reviews can focus on either a person or a location. Choose to view who has submitted Reviews for all location review types or people reviews types, or opt for a specific location or person review.
Subject:
If you're viewing location-based reviews and have access to multiple locations, you can filter by region or specify a particular location. If you don’t have permission to view multiple locations, you'll only see reviewers from your own location.
Similarly, for person-based reviews, if you have access to view multiple locations, you can choose to view reviewers by location & region or by person (name) to see their submitted reviews.
Date Range:
By default it will be set to the last 28 days. You can select an alternative predefined range or enter a custom date range.
Submitted By:
You can search to see how many reviews a specific person has submitted. Start typing their name in the box or search for their name in the dropdown list.
Exporting Data
If you need to share or analyse the review data outside of the platform, you can export the data as CSV.
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.
The CSV export will include the following details for each Reviewer listed:
Reviewer name
Role
Location & Region
Total count of the number of Reviews submitted (based on the filters applied).
How Can I Identify Areas of Improvement and Success Within My Organisation?
The Insights By Score report shows a breakdown of overall scores for each insight, offering a clear picture of areas in your organisation that may need improvement and areas that are performing well.
How to Access the Insights By Score Report:
Login to your workspace on the web.
Once logged in, navigate to the Analytics section in the top navigation bar.
If not already open, expand the side menu and select the By Score report under the Insights section.
Select a Review Type in order to see the data.
Understanding the Insights By Score Report
Review Metrics Overview: The first section of the page provides an overview of key Review metrics, including the average score and average time taken to complete a Review, based on the applied filters.
Insights By Score Table: Below the metrics overview, you'll find a table that lists all of the insights for the selected Review Type and the overall score for each one. You can click on a specific insight to see the individual scores for each review where this insight was captured, and from there you can click to open the specific review if needed.
Insight ordering: You have the option to arrange insights either by lowest or highest scores.
Filtering Options
To refine your results, you can use the filtering options available above the table.
Review Type:
Reviews can focus on either a person or a location. Choose the Review type you’d like to view an overview for.
Subject:
If you're viewing a location-based review and have access to view multiple locations, you can filter by region or specify a particular location. If you don’t have permission to view multiple locations, you'll only see insight scores for your location.
For person-based reviews, if you have access to multiple locations, you can choose to view insight scores for Reviews carried out on a specific individual.
Date Range:
By default it will be set to the last 28 days. You can select an alternative predefined range or enter a custom date range.
Submitted By:
Search for reviews submitted by a specific person. Start typing their name in the box or search for their name in the dropdown list.
Exporting Data
If you need to share or analyse the review data outside of the platform, you can export the data as CSV.
First you’ll need to select a Review Type.
Apply any additional 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.
The CSV export will include the following details:
Date range
All Insights listed and the overall score for each Insight
The total number of Reviews for each Insight
How Can I Assess the Performance of My Organisation Across Different Sections of a Review?
The Insights By Section report shows a breakdown of overall score for each section, offering a clear picture of areas in your organisation that may need improvement and areas that are performing well.
How to Access the Insights By Score Report:
Login to your workspace on the web.
Once logged in, navigate to the Analytics section in the top navigation bar.
If not already open, expand the side menu and select the By Section report under the Insights section.
Select a Review Type in order to see the data.
Understanding the Insights By Score Report
Review Metrics Overview: The first section of the page provides an overview of key Review metrics, including the average score and average time taken to complete a Review, based on the applied filters.
Insights By Score Table: Below the metrics overview, you'll find a table that lists the different sections for the Review type selected and an overall score for each section. Each section can be expanded to show all insights they contain. You can open up the specific review from this view if needed.
Insight ordering: You have the option to arrange the insights within each section either by lowest or highest scores. Alternatively you can view them in order of how they appear when completing the Review.
Filtering Options
To refine your results, you can use the filtering options available above the table.
Review Type:
Reviews can focus on either a person or a location. Choose the Review type you’d like to view an overview for.
Subject:
If you're viewing a location-based review and have access to view multiple locations, you can filter by region or specify a particular location. If you don’t have permission to view multiple locations, you'll only see section and insight scores for your location.
For person-based reviews, if you have access to multiple locations, you can choose to view section and insight scores for Reviews carried out on a specific individual.
Date Range:
By default it will be set to the last 28 days. You can select an alternative predefined range or enter a custom date range.
Submitted By:
Search for reviews submitted by a specific person. Start typing their name in the box or search for their name in the dropdown list.
Exporting Data
If you need to share or analyse the review data outside of the platform, you can export the data as CSV.
First you’ll need to select a Review Type.
Apply any additional 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.
The CSV export will include the following details:
Date range (start & end date).
The section each insight is listed under.
All Insights listed and the overall score for each Insight.
The total number of Reviews for each Insight.
If you have any questions please contact support@ocasta.com and a member of the team will be happy to help you 👍