Close the Loop (Basic) Reporting Widgets
Modified on: Mon, 17 Aug, 2020 at 4:58 PM
This article shows an example of the basic reporting widgets available for Close the Loop in your CustomerGauge Report Hub.
CLICK on a widget to read the description and the available widget settings. Remember, there are plenty of tweaks and modifications you can make to have the report best suit your needs!
Close the Loop Reporting Overview
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| You can use this widget to show the total number of cases for the selected date range. Where to find the widget? Data source: Close the Loop Visual: Score Widget Settings? | You can use this widget to show the total number of cases open for the selected date range. Where to find the widget? Data source: Close the Loop Visual: Score Widget Settings? | You can use this widget to show the total number of cases in progress for the selected date range. Where to find the widget? Data source: Close the Loop Visual: Score Widget Settings? | You can use this widget to show the total number of cases in closed for the selected date range. Where to find the widget? Data source: Close the Loop Visual: Score Widget Settings? |
| You can use this widget to show the total number of cases followed up within the KPI filter set for the selected date range. Where to find the widget? Data source: Close the Loop Visual: Score Widget Settings? | You can use this widget to show the total number of cases closed within the KPI filter set for the selected date range. Where to find the widget? Data source: Close the Loop Visual: Score Widget Settings? | You can use this widget to show a summary of all the important workflow metrics in one widget for the selected date range. Where to find the widget? Data source: Close the Loop Visual: Summary Widget Settings? | This widget allows a user to to see a personalised view of all the cases cases assigned and still open to himself/herself. Once the case is closed it will disappear from the list. Where to find the widget? Data source: Close the Loop Visual: Assigned Cases Widget Settings? |
Click on the widget to read the description and the available widget settings.
Pro Tips!
- Object Level: All the above widgets are based on survey respondents (individuals). If you are looking for Account Level information - You will need to use the Segment filter to filter the information for that Account or combination of accounts.
- Filtering: The above widgets can be filtered using the Date Ranges and Segment Filters
- Data Access Restriction is applied on all of the widgets if that is turned on in your system
Where to find Close the Loop Reporting Widgets?
When building out your Close-the-Loop or Workflow or Fire Fighting Reporting, you would want to have a look at the Close the Loop Data Source.
In the Close the Loop Data Source, you'll find the following widgets. This article covers the ones highlighted in yellow. Go to the Close the Loop Advanced article to view the other options.
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