Close the Loop (Advanced) Reporting Widgets

Modified on: Fri, 3 Jul, 2020 at 11:18 AM

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

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?

General Settings
Widget name: Close loop rate

Widget specific settings
None

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?

General Settings
Widget name: Close Loop Speed (Loyalty)

Widget specific settings
Group Segments by: Loyalty

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?

General Settings
Widget name: Close Loop Speed (Region)

Widget specific settings
Group Segments by: Select a Segment Value

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?

General Settings
Widget name: Case over time

Widget specific settings
Group by: Date

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?

General Settings
Widget name: Table (General Workflow - Metrics as Columns/Segment Grouping)

Widget specific 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.

Widget Settings?

General Settings
Widget name: Table (General Workflow - Metrics as Rows/Segment Grouping)

Widget specific 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?

General Settings
Widget name: Total Cases (Package)

Widget specific settings
Group by: Segment

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?

General Settings
Widget name: Case Status % (Region)

Widget specific settings
Group by: Segment

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?

General Settings
Widget name: Case Trend

Widget specific settings
Group by: Date

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?

General Settings
Widget name: Case Trend %

Widget specific settings
Group by: Date

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?

General Settings
Widget name: Table (Date Grouping)

Widget specific settings
Group Rows by: Date

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?

General Settings
Widget name: Table (Unassigned Cases)

Widget specific 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?

General Settings
Widget name: Table (Assigned Cases)

Widget specific 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 Workflow 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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