Account Manager - Viewing Responses
Last Updated: July 2019
Here are some guidelines on how to view your survey responses:
Viewing your survey responses
Grabbing a real time update of your service reputation.
After filtering your reviews, you may export the results by clicking More and then selecting either CSV or PDF. This button grabs the filtered reviews and generates a simple HTML page that can easily be printed out for your convenience. To learn more about Exporting your reviews, please click here
Here are some guidelines on how to view your survey responses:
- Sign into your BizRatings account
- Select your Account Manager link from your Dropdown
Viewing your survey responses
Grabbing a real time update of your service reputation.
How to filter your reviews?
Located right above the ticket responses, you will see a box called, "Filter Reviews". This box contains several input fields for you to adjust your reviews and help see the trends in your data. For example, you can filter your results by Ticket Number, Company Name, Tags and more after setting the proper option in the dropdown list and entering a keyword in the keyword textbox. You can also filter your results by Date Range, Review Type or Employee.After filtering your reviews, you may export the results by clicking More and then selecting either CSV or PDF. This button grabs the filtered reviews and generates a simple HTML page that can easily be printed out for your convenience. To learn more about Exporting your reviews, please click here
Why this page should be your best friend?
- View your recent survey responses from your service tickets & project tickets
- Know the score of the ticket and how the client felt about the experience
- Know who the engineers were for that ticket so you can learn more about the exact instance
- Know the client/contact that left this review to get a pulse on how they think of your service
- Filter your results
- Adjust your date range (Start Date / End Date) to learn more about that particular point in time
- View all the reviews for an individual engineer (Engineers) to get an impression on their overall service level (unweighted scores)
- Show ONLY the reviews with comments (Review Type) to see who has more to say about your business
- Grab an overview of your service towards a particular tag based on (Industry, Service Agreement, Location, etc.)
- All our charts are modified based upon your filters to help you get a clear view on the outliers
- Bring a report to your next meeting
- After filtering your data, click the export button to export these reviews and bring them to your next business meeting
- These reports can shed some light on your service with a particular client, both the good and the bad
- Utilize the actions
- Click the Blue Info button to get more details about the individual ticket/response