Create NPS Trend Reports
Introduction
This tutorial will walk you through the process of creating a report, to see the NPS® Trends over time. To get started, navigate to Administration > Analytics > Report Builder > + REPORT. After you create these reports, you can use this report in other consumption areas like, GS Home Dashboards, in a 360 section, or in the Gainsight widget.
Month Over Month
To create a Month Over Month report:
- Select NPS® as the Source object.
- In the Show me section, add:
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Account ID
- In the By section, add:
- Response Date: click the Settings/Gear icon and set Summarized by to Month
- NPS® Score Type
- In the Filters section, set:
- NPS® Score Type | not equals | Null
- NPS® Score Type | not equals | Passive
- Response Date equals can be set to a Custom Date range that aligns with your business requirement.
- Click Select Visualization Type and select the required report type (Stacked Column is shown below).
- Click RUN.
- Enter the name of your choice in the Name this Report text box.
- Click Save.
Quarter Over Quarter
To create a Quarter Over Quarter report, follow the same procedure as mentioned in the Month Over Month report above. You just need to make a few modifications:
- In the By section: set the Summarized by in the Response Date field to Quarter.
- In the Filters section, you can set the Response Date equals to a Custom Date range that aligns with your business requirement.
Year Over Year
To create a Year Over Year report, follow the same procedure as mentioned in the reports above. You just need to make a few modifications:
-
In the By section: set the Summarized by in the Response Date field to Year.
-
In the Filters section, you can set the Response Date equals to a Custom Date range that aligns with your business requirement.
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