Your custom reports straight to you inbox

Executive Reports are powerful and designed to push data reports that pertain to your role, straight into your inbox. Build custom memos through our modular reporting tool. You can choose which data to include and set the frequency on how often the report is generated.  

Learning about Executive Reports

  1.  Learn about Recipes
  2. Learn about Creating your first report
  3. Learn about timing and data

Executive Reports live for the following reason -

  • Reports come to your doorstep (or your team’s) - Scheduled and timely delivery of reports
  • Reveal Insights on consumer voice with hand crafted data modules - Our modules are designed to tell stories about your data that’s easy to understand
  • Data designed for the audience - Whether it’s an executive, on the ground manager, district level manager, we want to communicate impacts that matter

What you can do with Executive Reports -

  • Build Custom Reports
  • Build reports for Team Members or External Stakeholders
  • Kickstart or define templates
  • Stay informed with current Review Trends

Executive Reports launches with a preset module list that will expand over time. From therein we will build outwards with more data modules.

How it works.

You can kickstart your own report from a template or create one from scratch. When you create your own Executive Report, you simply select the story module and customize features around it.

After you've customized the report, you can add Agents to the report or customize the scheduled interval of send outs.

Introducing Recipes

Think of modules as tightly designed pieces of data snippets that tell stories. Modules all have groupings or 'families' which thematically group the data. For instance, we have a series of modules around the theme of Review Acquisition, or Agent Activity (if you have multiple agents dedicated towards your store).

These data snippets come with configurable options, some of which are different than the others. In some modules you can filter through tags and get data segmented and sliced by tag.

Design Reports for your Users

When you create reports, design them for the end user in mind, especially if it's not you. For example, if you want to roll up a report to the executive team, you want to invoke modules that pertain to high level analytics and trends.

An actual department head might want to know more specifics. For example, an individual in shipping may want to know all the negative reviews with the 'Shipping' tag.

Example 1 - The Analyst

This day to day user of the platform is not actively replying back or engaging with customers but trying to understand trends in reporting, identify issues before they start, and generally understand the influx of information.

Recipes for the Analyst

Review Acquisition - Shows you collection effectiveness for each acquisition method alongside a summary of star rating breakdown for the period.

Instant Surveys - Gives you insight what people are thinking immediately after purchasing a product from your store. 

Example 2 - The Executive

The executive wants to know high level trends to make decisions.  Where are there supply line issues?  What's happening with shipping due to slowdowns in a particular factory?  What are people saying about all of this?  What's the collection rates and how effective are the review collection programs?  

Recipes for the Executive

Review Acquisition Recipes provide excellent summations for the Executive.

Did this answer your question?