Customer Reviews Report

The Customer Reviews Report is a client report that displays any client reviews that have been written about your business during the selected date range. The summary cards at the top of the page provide an overview of the key information in the report.

This article describes how to view the Customer Reviews Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

In this article:

    To view the Customer Reviews Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Clients.
    4. On the Clients menu, click Customer Reviews. The Customer Reviews Report is displayed.

    Headings in the Customer Reviews Report

    HeadingDescription
    ClientThe name, email, and profile image of the client who left the review. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.
    DateThe date that the review was written and posted.
    RateThe rating out of five stars that the reviewer gave your business is represented.
    LocationThe location that the client reviewed.
    Last PurchaseThe last item purchased by the client in your online store.
    Last VisitThe date of the last service that the client attended at one of your locations.

    Advanced Filters in the Customer Reviews Report

    FilterDescription
    Client StatusUse this filter to determine which clients to include in the report based on whether they currently have an active purchase option.
    GroupsUse this filter to determine which clients to include in the report based on their client group.
    NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.
    Client TypesUse this filter to determine which clients to include in the report based on their client type.

    Summary cards in the Customer Reviews Report

    In addition to the summary cards listed in the table below, summary cards corresponding to any custom client types you have created will also be available.

    Summary cardsDescription
    RateThe average rating out of five stars your business received during the selected date range.
    Active Pass HolderThe total number of client reviews made by active pass holders during the selected date range.
    Active MemberThe total number of client reviews made by active members during the selected date range.
    Inactive Pass HolderThe total number of client reviews made by inactive pass holders during the selected date range.
    Inactive MemberThe total number of client reviews made by inactive members during the selected date range.
    ProspectThe total number of client reviews made by prospects during the selected date range.
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