As your team starts using Review, filling in and submitting reports, you will probably want to see an overview of all the activity.
On mobile and tablet you’ll be able to see a list of submitted reviews in the ‘Completed’ tab in the bottom nav bar. You’ll only be able to see reviews you have permission to view.
On the web you’ll be able to take a deeper dive into the reviews as you can filter by a date range or select a specific location, region or person.
On the web go to the ‘Review’ tab in the top nav bar.
You’ll see a list of submitted reviews you have permission to view.
At the top you’ll see various filtering options.
Review Type - Reviews can be about either a specific person or a location. If you choose location two further options will appear, filter by region or enter a specific location in the ‘Location’ box. If you want to see reviews about a person then a text box will appear, after selecting the options, to enter the person's name.
You can also choose a specific review such as a store checklist. You’ll be able to filter further by region or location.
Date Range - select an option such as the last 28 days, or enter a custom date range.
Submitted By - search for reviews submitted by a specific person. Start typing their name in the box or search for their name in the dropdown list.
Contains Tasks -If you’d only like to see reviews with tasks assigned then select the ‘Contains Tasks’ check box.
How do I export reviews to a CSV?
To export to a CSV you need to select a 'Review Type'. You can’t export a CSV for the first 3 options in the dropdown (All), (Person) and (Location). You’ll need to select a specific review listed after these 3 options, such as a store checklist review type.
Apply any further filters, then select ‘Download CSV’ which is located at the bottom of the list of review results.
For each report in the result it will list:
When the report was completed
Who did the report
All insights and the recorded values