Creating Reviews Reports

      Creating Reviews Reports


        Article summary

        Products


        Reviews

        Supported plans

        Pro, Premium, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus, Adobe Commerce (Magento), BigCommerce, WooCommerce, Volusion, Salesforce Commerce Cloud, Custom

        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:

        1. In the Yotpo Reviews main menu, go to Analytics > Reports.

        2. 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

        • 4-5 star rating

        • High sentiment

        • Product creation date range

        • Product(s)

        Identify the best reviews to use in marketing campaigns

        Most negative reviews

        • 1-2 star rating

        • Low sentiment

        • Product creation date range

        • Product(s)

        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

        • Product creation date range

        • Product(s)

        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

        • Review creation date range

        • Custom questions form name

        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.


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