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History Report

How Can I View and Filter Submitted Reviews on the Web?

Megan Bland avatar
Written by Megan Bland
Updated over 5 months ago

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:

  1. Login to your workspace on the web

  2. Once logged in, navigate to the Analytics section in the top navigation bar.

  3. 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.

  1. Apply any additional filters as needed.

  2. Locate the download icon positioned in the top right corner of the page, next to the share options.

  3. 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.

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