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Enhanced Flag Reporting
Currently, we are using various flags within our projects to identify information, such as where we have product gaps, where Auto Respond provided an accurate response, where Auto Respond provided an incorrect response, etc. However, we do not have visibility of these different flags within the Project Dashboard; we can…
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Project Template Reporting
Our organization has been building project templates as a way to help streamline project onboarding and to help with unsolicited responses. We can see a used count overall under Project Templates for how many times the project is used, but we lack insight into who is using and what they are using it for. I don't know if…
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Genesys - Custom report to pull Q&A review overdue
Customer would like to have a downloadable report to fetch data of the Q&A pair which are still pending/overdue review in CCL.
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Intake Reporting
How are you capturing metrics for projects not included in the tool. There are situations where projects don’t get created past the intake due to a few reasons such as unsupported language requirements, non-importable format, etc. Are there any good ways to track this? A field on intake? Would love more information on how…
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Report to showcase which AI prompts were searched and used
Halo Branded Solutions asked during the AI trial about having a search report showing AI prompts the team used and applied. This will help them understand what their end users need in terms of formatting.
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How does your organization utilize reporting within Responsive?
Hi all! Looking for some info on how you're all utilizing the reporting features within Responsive and what metrics/KPIs you track regarding questionnaires, etc. For example: turnaround time, number of projects, number of questions, average time spent per question, YOY projects, win rates, $ contribution, all of that good…
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ability to download all of the “Project Activities” and “Q&A Activities” from projects in bulk
Super Admins would like to track and do analysis on how long it is taking their team members to answer each question, setup a project, and other project/QA activities. Currently they have to download this data from each project 1 by 1 which is not scalable.
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Metrics for Reporting (Custom Fields)
Why doesn't every Custom Field have the "reportable" option? Custom Fields coming from our integration with CRM are not reportable. How can I make these items reportable? Below is a screenshot of one of our Custom Fields that is retrieved through CRM.
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Latest Coffee Chat: Driving Success with Responsive Reporting featuring special Guest!
A round of applause for @Andrew Mersman, our fantastic guest panelist on today's Coffee Chat! 🌟 He shared invaluable insights into how his team maximizes Responsive's Reporting Feature and Salesforce to drive data-driven decisions. 📊 Don't miss the recording and feel free to connect with Andrew in the Community or thread…