Documentation Menu

Dashboard

The dashboard shows a simple top-level view of some key data. The data and charts are mostly self-explanatory in two parts:

  1. Status Summary
  2. Counts & Trends
Dashboard Overview

Status Summary

This provides the number of ratings for each rating status code see here

Click on any of the Status Summary cards to drill-down into the Ratings Received report. The drill-down will apply a filter to the report which will be visible at the top. Selecting the yellow Awaiting Customer Reply drills-down to show:

Dashboard drill-down to Ratings Received report

Notice the Current filter view describes the filter being applied to the report - in this case, the report is only showing those ratings with a status of 'Awaiting Customer Reply'. The filter view condition is shown in Red which indicates that the filter was set via a drill down action from another page. This is in contrast to the global filter settings which are set via the Filters selection and these are shown in black.

Drill-down filters operate in conjunction with global filters. For example, if the global status filter has been set to 'Unread Rating' and then a drill-down is performed from the Star Rating chart for 1 Star only, then you will see filters created by the drill-down alongside the global filter, differentiated by the red and black colours.

Dashboard drill-down to Ratings Received report

The drill-down filters are transient, which means that once you navigate away from the Ratings Received report then they are discarded and the existing global filters are used.

Select the period (number of days) to view using the drop-down menu in the Counts & Trends section.

The 5-Star counts charts show the actual count of ratings received for each star rating in the period selected. Select one of the bar charts to drill-down into the Ratings Received report. This shows a drill-down on the "2 Stars" bar count, displaying the last 90 days:

Dashboard drill-down to Ratings Received report - Star Rating, 90 days

Again, notice the drill-down filter view showing the transient drill-down filter being applied to the report.

Moving Averages

The Star Rating Trend chart shows the moving average of the 5-Star ratings provided in the period selected. A moving average is a statistical technique used to smooth out short-term fluctuations and highlight longer-term trends or cycles in data.

Similarly, the three Response charts show moving averages rather than absolute values.

On this page