At Grade.us we give you the ability to track the performance of your different business profiles through our Reporting section. The Reporting feature enables you to get a quick snapshot of the current state of your online reputation, the ability to track your campaign progress, and the ability to demonstrate ROI to your existing clients through customized reports.
In this Article
By default, when you select the Reporting section of your Grade.us account, you will be directed to the Analytics (Beta) tab. Here you will see a series of real-time metrics related to the reviews that have been posted to your business profile. Below we have a breakdown of each section and what information can be found there:
- Total number of reviews: The total number of captured reviews to date.
- Overall average rating: Average star rating across all reviews captured.
- All-time reviews by rating: Displays review distribution by star rating.
By default, Grade.us will show you the last 90 days of activity, however, you can set a custom date range for all analytics views. Simply click on the date fields located immediately underneath the Analytics tab (near the top of the page) to adjust dates. Click the "Set dates" button to apply them to your analytics view:
- Average rating: Displays the average rating of all reviews captured during the selected date range. The number in (parentheses) denotes the overall change in average rating compared to the prior period of the selected date range. A green number with an up arrow means your average rating has improved. A red number with a down arrow means your average rating has gone down.
- New reviews: Displays the total number of new reviews captured over the selected date range.
- Change in Review Volume: This graph shows your total review acquisition over the selected date range.
- New Reviews by Site: Charts out the distribution of reviews by the review site where they were published over the selected date range.
The Funnel chart breaks down the activity of customers who have visited your Landing Page either through an email/ text campaign, widget link, email signature, etc.
- Visits: displays the total number of unique visits to your landing page in the selected date range.
- Ratings: denotes how many visits left a rating on the landing page via a segmenting layout (e.g. clicked thumbs up or thumbs down, clicked on a star rating.)
- Click-throughs: denotes how many clicks to a third-party review site from your landing page.
- Note: These are not unique clicks.
- Reviews: denotes the total number of reviews left in the selected date range - this includes reviews that happened outside of the review funnel ecosystem.
- Positive feedback rate: shows what percentage of landing page clicks were from happy customers (e.g. clicked thumbs up, happy face, 4 stars, etc.) and charts it out.
- Customers recovered with feedback form: shows how many customer feedback form submissions there were in the selected date range.
Sentiment Analysis and Word Clouds (beta)
The word cloud that appears displays the most common words from the reviews that meet those respective ratings criteria. The larger the word, the more frequently it appears in reviews in the same ratings group.
The slider at the top of the section represents the star rating threshold for defining "good" sentiments (on the right, in green), and "bad" sentiments, on the left in red. For example, when the slider is in its default center position, the "good" sentiments are taken from reviews with a rating higher than 2.5 stars. The "bad" sentiments are taken from reviews with ratings lower than 2.5 stars.
Moving the slider to the right means that reviews with higher ratings will be considered "bad", and only reviews with the highest ratings will be considered "good". Moving the slider to the right is asking "what did the customers who loved us, love about us?"
Grade.us gives you the ability to generate your own reports based on the information you want to see. Those customized reports will appear under the "Generated Reports" tab. For information on how to schedule your own reports, see Scheduling Reports.
- Latest report permalink: for your convenience, this link is provided so you or your clients can view the most recent report that has been generated for a profile. Resetting the Access Token will make the old URL invalid, so make sure to share the new URL with everyone using it.
- Links: You can view your reports in-browser, and save it as PDF file.
Generating a Report
You can create a customized report on-demand. Start by clicking on the "Generate a Report" button.
A "Create an On-Demand Report" window will pop-up.
- Activity from: Select the date range the report will cover. The default date range is 90 days. You can change it to whatever you'd like.
- Customize report title: Add an custom report title (the default is "Reputation and Reviews Report").
- White-label this report: Choose a brand to associate with the report (if any).
- Customize report sections: Choose which report sections you'd like to include/exclude (Overall Score is excluded by default).
- Include PDF: Generate a PDF version of your report. This is turned on by default.
- Include CSV: Generate a CSV version of your report. This is turned off by default.
When generating a report, you can optionally include a CSV containing some review data from the report. Exporting CSV review data is covered in this article.
Scheduling a Recurring Report
You can schedule recurring reports by clicking on the "Schedule a Report" button. You can schedule as many recurring reports as you like.
A new tab "Schedule" will appear where you can: choose the time-frame covered by your report, schedule when your report is sent, white-label your report, edit the email content that your report is attached to, and add report recipients.
- Schedule: when and how often reports are generated and sent. The default setting is monthly on the last day of the month. Click the text box to change. Note that when you click on a new date, it’s included in addition to any other dates already selected. You must also deselect any dates you’d like to remove from the schedule.
- Timeframe covered: the default timeframe is the last 3 months. Click the text box to change.
- White-label this report?: you can send out a report with our branding (select No) or any of your brands that you've added. Click the text field to display a drop down menu with your brands.
- Add Recipients: email addresses to receive the report.
Edit the email that goes out with each report. Click on any text field to edit it. We also provide placeholders for certain values in case they change.
- Title: click to change the default title of your report.
- From name: display a sender name to the recipient.
- Reply-to: email account that will receive responses to your automated emails.
- Email Content: you have the option of utilizing HTML. Click on the body of the email, and choose the <> source code button.
- Send a Test: send yourself a test email to see how the email looks.
- Stop This Report: Stop the scheduled report by clicking the red button.
End of Article:
Congratulations! Creating on-demand reports and scheduling recurring reports enable you to track performance at-a-glance and demonstrate ROI to your clients. The next article will cover "Links," a Grade.us feature that makes it possible for you to directly respond to your Google and Facebook reviews.