This feature requires Review Monitoring. Marketer and Agency accounts are able to generate detailed performance reports for clients that show online reputation trends over time. To generate a client report, first select a business and location. Then, go to Dashboard > Reporting. From here, you can generate a report on demand or automatically. Generate a report on […]
What are prospect reports and how do I create one?
Prospect reports are a useful tool to demonstrate the need for reputation management to your clients Show a snapshot of review performance across major review sites Our automatically generated prospect reports offer your prospects a quick snapshot of the current state of their online reputation across key major review sites, along with a summary of actionable […]
What are performance reports?
Note: Review Monitoring is required for this feature Performance reports are a great way to regularly demonstrate ROI to your existing clients Reports can be generated on demand or automatically according to a schedule you set Performance reports display a series of metrics and analytics about your client’s online reputation over time using attractive charts […]
How do I schedule a recurring performance report?
Schedule a recurring report Scheduled reports are automatically generated and emailed out to you and/or your clients on a recurring basis. The default email sends out the report as a PDF attachment, but we also allow you to include a link to your report hosted on the web (formatted as a standard webpage, not a […]
How do I customize my performance reports? What are my options?
Custom reporting options allow you to add a custom title and include only the sections you want Include elements from prospect reports When generating a report in Dashboard > Reports, you can add a custom title and choose which sections you’d like to include in your report. Check the Customize report sections? box to see your options. By default, […]
Is there a single, permanent URL where I can always view the most recent report generated for a profile?
For your convenience, we offer a Latest Report Permalink where you or your clients can always view the most recent report that has been generated for a profile. How can you use this? For example, this URL would allow you to embed the latest report in an internal dashboard with a simple link or iframe […]
How should I use the Sentiment Analysis and Word Cloud tool?
At the bottom of Dashboard > Reporting > Analytics, you’ll find the Sentiment Analysis and Word Cloud section. It will look something like this: At first glance, it might be difficult to understand what you’re looking at. So let’s break it down. The slider at the top of the section represents the star rating threshold for defining “good” sentiments – on […]
What can I see on the ‘Analytics’ tab? (beta)
This feature is currently in beta. Expect this feature – and its documentation – to change. Review monitoring is required to use this feature. Updated daily, the new Analytics tab under Dashboard > Reports displays near real-time data on your profile. Setting the date range You can set a custom date range for all analytics views. By default, we will […]
How can I export a list of all profiles in my account?
Export a CSV list of all profiles by going to Manage > Profiles and clicking Export to CSV CSV will include basic profile info, plus overall review and SMS counts. To export a CSV of all profiles in your account, first go to Manage > Profiles. Then, click the Export to CSV button near the top of the page. […]
How do I export report data in a CSV?
Please note: This feature is not available with Trial or Marketer accounts When generating or scheduling a report, you can optionally include a CSV containing some review data from the report. To include the CSV as part of your report, make sure the Include CSV? box is checked when generating or scheduling your report: If scheduling […]