TABLE OF CONTENTS
- Scheduling Report Options
The Feefo Hub is your go-to platform for gaining valuable insights from customer feedback and taking decisive actions to enhance your business. In addition to accessing a diverse range of reports, you can schedule them to run automatically, giving you complete control over your reporting process, frequency, and recipients.
Scheduling Report Options
Scheduling a report is simple, and there are two ways to do it:
Schedule a Report from the Reports Tab
- Log in to the Feefo Hub and navigate to the 'Reports' tab.
- Access the specific report you want to schedule.
- In the top right corner of the screen, locate the 'Actions' button and click on it to reveal a dropdown menu.
- Select 'Schedule this report' from the dropdown menu.
- On the next screen, you will find the report details, with some fields pre-filled. Customise your report schedule by choosing the frequency (monthly, weekly, hourly, etc.), the preferred time of the day for scheduling, and the recipients who should receive the report.
The second part of the form allows you to define the timeframe for the report (e.g., the last calendar week, month, or year), specify the feedback type (Service or Product), and choose the output format (CSV).
Schedule a Report from the Left Menu
- Log in to the Feefo Hub and hover your cursor over the 'Reports' tab on the left side. A secondary menu will appear.
- From the list, select 'Schedule a Report.'
- This will lead you to the same form as in Option 1, but this time all fields will be blank. Simply fill in the necessary information as required.
By scheduling reports in the Feefo Hub, you can automate the generation of valuable insights, ensuring that you receive crucial feedback at the right time and make informed business decisions. Take advantage of this powerful feature to optimize your understanding of customer feedback and drive continuous improvement within your organization.