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Who uses this: Admins have Full Reporting access, and Team Managers can be given it. Service Agents and Limited Agents do not have Full Reporting access. Availability: All regions.
A review management report is built on the Reports sub-tab of the Review Management tab in reporting, and it shows each team member’s review data for the time interval you select. That table is how you see who is earning your customer feedback.

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Overview

A review management report shows each team member’s average feedback score over the period you choose. Feedback scores come from the internal feedback requests Review Management sends your customers, so the report ties those scores back to the people doing the work. The review management report is configured differently from the other reports in FieldPulse’s dashboards and reporting. Instead of choosing columns, you set a date range and then three drop-downs — Time Interval, Group By, and Report Type. For how the rest of raw data reporting works, see How to Use Raw Data Reporting.
Review Management is the feature that collects these feedback scores. To learn how it works, see Setting Up Review Management.

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Before you begin

  • Check that your role has reporting access. An Admin has Full Reporting access; a Team Manager needs Full Reporting access turned on.
  • Turn on Review Management and send internal feedback requests, so there are feedback scores to report on.

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Set the date range

  1. Select Reporting under the Management tab in the left-side menu.
  2. Select the Review Management tab, then select Reports.
  3. Select the calendar icon next to Date Range and choose the dates for the reporting period.
  4. Select Apply.
The Review Management tab in Reporting with the Reports sub-tab selected and the Date Range field, calendar icon, and Apply button highlighted The calendar offers these presets:

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Configure the report criteria

Three drop-downs sit under the Date Range field, and together they define the report: The Reports sub-tab with the Time Interval, Group By, and Report Type drop-downs highlighted above a results table listing a team member and their score The results table sits below the drop-downs, with a row for each team member and that person’s feedback score average for the interval you selected.

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Tips

  • Set Time Interval to Monthly or Quarterly for team check-ins, or to Total for a single figure covering the whole date range.
  • Because the report groups By User, it reads as a per-team-member scoreboard — use it to recognize the team members earning the strongest feedback and to coach the ones whose scores are lower.

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FAQs

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Does a feedback score count for the company or for the assigned team member?

That is your choice. Under Company Settings > Review, you designate whether a feedback score applies to the Company as a whole or to the Assigned User — the team member assigned to the related job. Your review management report is working when the table returns a row for each team member with that person’s feedback score average for the date range and time interval you selected.