Close the Loop (Advanced) Reporting Widgets
Modified on: Mon, 17 Aug, 2020 at 4:50 PM
This article shows an example of the advanced reporting widgets available for Workflow 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 (Advanced) Reporting Overview
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| You can use this widget to track how quickly you are closing the loop. Where to find the widget? Data source: Close the Loop Visual: Close Loop Rate Widget Settings? | You can use this widget to track how quickly you are closing the loop by loyalty. Where to find the widget? Data source: Close the Loop Visual: Close Loop Speed Widget Settings? | You can use this widget to track how quickly you are closing the loop by any segment value in your data. Where to find the widget? Data source: Close the Loop Visual: Close Loop Speed Widget Settings? | You can use this widget to track the trend (using a stacked area chart) of the open, progress and closed cases for the selected date range. Where to find the widget? Data source: NPS Visual: Stacked Area Chart Widget Settings? Group dates by: Month Y axis Select Metric: Open Cases, Progress Cases and Closed Cases |
| You can use this widget to track the General Workflow information - # survey completed, the total number of cases, open cases, progress cases and actions/notes left by the users acting on cases for the selected date range. Where to find the widget? Data source: Close the Loop Visual: Table Widget Settings? Workflow Type: General Workflow Group Rows by: Segment Select a Segment Value: Select a Segment Value Metrics to display: # Survey Completed, Total Cases, Open Cases, Progress Cases, Closed Cases. | |||
| You can use this widget to track the General Workflow information - # survey completed, the total number of cases, open cases, progress cases and actions/notes left by the users acting on cases for the selected date range. Where to find the widget? Data source: Close the Loop Visual: Table Widget Settings? Workflow Type: General Workflow Group Rows by: Metrics Metrics to display: # Survey Completed, Total Cases, Open Cases, Progress Cases, Closed Cases. Group Columns by: Select a Segment Value | |||
| You can use this widget to track the number of total or open or progress or closed cases (using a pie chart) for the selected date range. The chart view is grouped by a segment. For example, "Package". Where to find the widget? Data source: NPS Visual: Pie Chart Widget Settings? Group Segment by: Select a Segment Value Select Metric: Total Cases | You can use this widget to track the trend (using a stacked column chart) of the percentage of open, progress and closed cases for the selected date range. The chart view is grouped by a Segment value. For example, "Region". Where to find the widget? Data source: NPS Visual: Stacked Column Chart Widget Settings? Group Segments by: Select a Segment Value Y axis Select Metric: Open Cases, Progress Cases and Closed Cases | You can use this widget to track the trend (using a Line area chart) of the open, progress and closed cases for the selected date range. Where to find the widget? Data source: NPS Visual: Line Chart Widget Settings? Group dates by: Month Y axis Select Metric: Open Cases, Progress Cases and Closed Cases | You can use this widget to track the trend (using a column chart) of the percentage (%) of open, progress and closed cases for the selected date range. Where to find the widget? Data source: NPS Visual: Column Chart Widget Settings? Group dates by: Month Y axis Select Metric: Open Cases %, Progress Cases % and Closed Cases % |
| You can use this widget to track the General Workflow information - # survey completed, the total number of cases, open cases, progress cases and actions/notes left by the users acting on cases for the selected date range. The metric options are configurable. Where to find the widget? Data source: NPS Visual: Table Widget Settings? Group Date by: Month Group Columns by: Metrics Metrics to display: Total Cases, Open Cases, Progress Cases, Closed Cases, KPI Follow-up and KPI Closed | |||
| You can use this widget to track cases that have not been assigned to any of the users. Where to find the widget? Data source: Workflow Visual: Table Widget Settings? Workflow Type: Unassigned Cases Metrics to display: Open Cases, Progress Cases, Closed Cases, No Status, Total % and Total | |||
| You can use this widget to track users and cases management. Where to find the widget? Data source: Close the Loop Visual: Table Widget Settings? Workflow Type: Assigned Cases Metrics to display: Open Cases, Progress Cases, Closed Cases, No Status, Total % and Total Order by: Metrics | |||
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 (Basic Widgets) Reporting article to view the other option.
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