Yotpo Reviews’ predefined reports give you all the information you need about product insights and customer sentiment so you can track and analyze trends on an ongoing basis.
In this article, you’ll learn how to create a report using a predefined template.
Change the report settings to suit your needs:
Set a scheduled report
You can rename the report to easily find it in your email inbox
Filter out the most recent reviews by adjusting the review creation date
You can choose to filter reviews submitted for specific products
Choose which teammates will receive the report
Setting up a report
To set up a report:
In the Yotpo Reviews main menu, go to Analytics > Reports.
Choose a report template and click Get report. See all report types
Change the report settings to suit your needs:
Set a scheduled report
You can rename the report to easily find it in your email inbox
Filter out the most recent reviews by adjusting the review creation date
You can choose to filter reviews submitted for specific products
Choose which teammates will receive the report
Please note:
By default, this will be your Yotpo account Admin. To send the report to someone else, make sure you add them as a teammate.
If the report contains a lot of data, it might take up to 1 hour for it to appear in your inbox
4. Click Send to email. An email will be sent to the recipient's email address with a link to the report file.
Scheduling a report
You can create a schedule for when you'd like to receive each report.
Once you click the Schedule report toggle, you will be able to choose:
Monthly report
A monthly report will be sent on the same date each month. If you choose this option, you will then be able to choose the specific date for when you want to receive the report. In the example below, a report will be received on the 23rd of each month.
Weekly report
A weekly report will be received on the same day each week. In the example below, a report will be received every Monday.
Report types and filters
The following report types are available:
Type | Review eligibility | Filters | Use case |
|---|---|---|---|
Most positive reviews |
|
| Identify the best reviews to use in marketing campaigns |
Most negative reviews |
|
| Identify shoppers who may be able to provide valuable insights for improvement |
Reviews for product groups | Reviews related to a specific product group defined by you |
| See how specific product groups are performing |
Reviews for new products | Reviews related to products created after a start date defined by you | Product creation start date | See how your new products are performing |
Star rating over time | All | Product(s) | See how the star rating of each product changes over time |
Significant star rating change | Reviews that had a change to their star rating over the past 30 days, as defined by you | Minimum star rating change (positive or negative) | Identify which products had a significant change to their star rating |
Reviews with custom questions | Reviews that include answers to custom questions |
| See all reviews and their related answers to custom questions, based on form and product tags |
FAQ
What format is the report file?
Report files are delivered in CSV file format.