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How to create reports using date & numeric properties in CXInsight
How to create reports using date & numeric properties in CXInsight

Wootric helps you automatically gain insights into feedback data segmented by dates & numbers (ie counts, totals, $)

Daniel Pitrowiski avatar
Written by Daniel Pitrowiski
Updated over 3 years ago

Below are some example dashboard reports that may help you in creating your own reports:


NPS by Contract Value (Number Values)

NPS by Purchase Date Cohort (Date Values)

Advanced Report - Additional question with score passed as a property

NPS by contract amount (number values)

Above is an example of a report using a numeric property (a property, in this case, made up entirely of different numbers we've recorded as contract value in dollars $).
Contract values in our example range from 0 to $125,000, so we need a special type of report to group survey responses into buckets to better understand how NPS results vary.

Here's how you'd make this report:

Step 2: Select Score - NPS (Net Promoter Score).
Step 3: Compare By: Properties, contract_amount, Highest Frequency, 5.
This is a report specifically for properties ending in "_amount"

The cohorts for Contract Amount will get equally divided from the properties values in Wootric. So if you'd like to see smaller or larger groups, just subtract or add to the total # of results shown.

NPS by Purchase Date Cohort (Date Values)

The example we have is looking at our NPS over the different dates when purchases were made. This will give us an idea of how different cohorts of customers are performing. We may be looking to answer the question 'how is our relationship with recent customers compared to older ones?' and this type of report would give you insight into that.

Here is how to do it:

Step 2: Select Score - NPS (Net Promoter Score).
Step 3: Compare by: Properties, contract_amount, Highest Frequency, 5.
This is a report specifically for properties ending in "_date".

The cohorts of different dates will get equally divided from the properties values you've sent. So if you'd like to see smaller or larger groups, just subtract or add to the total # of results shown.

Advanced Report - Additional question with score passed as a property

By treating additional questions as properties, you can segment and report on how customers responded to these questions.

In our example above, a survey asked the question "How do you feel about the culture and values of the company?" and respondents selected from a 0-5 range ( 0 very dissatisfied to 5 very satisfied).

Wootric allows you to import this additional survey data with the question as a property, e.g. a "culture & values" property in our example, with scores passed as property values.

If you want to create a report based upon this type of additional survey question, use the following setup.

Step 2: Select Feedback % Breakdown
Step 3: Compare By: Properties, culture & values, Highest frequency, 6
We used 6 above because in our survey we have values going from 0 to 5, which includes 6 possible scores. Having selected 6, you can see in the example report, each score gets its own row.

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