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Julie McClelland

Reporting on Customer Feedback

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Hello,

I am very new to Hornbill so apologise if this has already been cover but i wasn't able to locate anything. 

How do I report on Customer Feedback? 

I am wanting a report that shows the star rating and the user comments and can't not locate how to add the star ratings. 

TIA

Julie

 

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@Julie McClelland this is a fairly simple report. As you probably found the user comments (feedback) resides in the Request Feedback table.

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The star rating however resides in Requests table so we would need a report that pulls information from both. For this we can no longer simply use the "Entity" report option, instead we need "SQL Schema Designer". 

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This will give you the option to choose to pull data from multiple tables. This can be configured in the "Data Collection" tab. Tables we need are "Request Feedback" and "Requests". Select one at a time and add them one by one using "Add Table" button

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No we need to configure how they work with each other. Click on the "Requests" table, in the list of added tables, this will open the configuration. We will JOIN these two tables using the configuration below. Click on + button, to add a JOIN criteria, then on <some table> to set up the JOIN criteria

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Next, go to "Select Columns" tab and choose the columns you want displayed in the report. For example

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Note: You can click on the edit icon in each selected column to change the column header name in the report (for example you might want to display "Request ID" instead of "Request Feedback-> Request ID")

Next, you can set up a filter for the returned data. The way I described the report a filter is not required as the main table we query is the requests feedback table. Obviously, if you have any additional filter criteria such as a date range or something else, this can be added in the "Select Filter" tab. You can also choose to display the results in certain order ("Select Ordering" tab).

All done! Run a Data Preview (click on teh tab) and see if you are happy with results. If not, and need more assistance let us know and we'll advise :)

Don't forget to save the report once the config is complete. You can also save it regularly while you set it up...

 

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Hello,

I've found this post and I've built our report as per the instructions kindly provided by Victor. As we'd find this kind of thing invaluable.

However my reports do not contain any data I've checked the configuration can't see any obvious mistakes, that I've made.

Has any of the columns or tables changed since this post was added.

Also from the post it suggests you don't have to use the filter, of which I haven't in this configuration. Is this something that I do now need to do?

Any help and advice on this would be much appreciated.

Kind Regards

Adam

 

 

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