The SMG reporting website serves as a powerful tool for our clients to understand their brand's performance based on survey data. It collects, analyzes, and presents data from customer surveys into various dashboards to provide a visual representation of key metrics and insights. It helps our clients identify patterns, measure success, and make data-driven decisions to enhance customer and employee experience.
This article provides a high-level overview of the SMG reporting website and explains how to navigate the reporting website for a seamless experience.
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The Reporting Website Menu Tabs
This section will take you through what is available in each tab on the top blue menu bar of the SMG reporting website. Each section below follows the tab sequence as seen from left to right:
Home
This is the page you land on when you log in to the reporting website. It is also known as your Dashboard. The key takeaways regarding the 'Home' tab are:
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Reports + Analytics
As the name suggests, this is the tab where you can view or build various reports to dive into insights about your organization as a whole or a specific unit.
Hovering over this tab will allow you to navigate to:
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Reports + Analytics Main: From here, you can navigate to various available reports. |
Report Builder: Here, you can choose the type and date range of the report you want to build, the level and units you want to report on, and the data in the report, just like 1-2-3. For more information, read How to Build Reports in Report Builder. |
Period-End Reports: These are PDF reports that are generated at the end of a client-defined period and are very customizable to the client's needs. Note that not all clients have period-end reports, so this tab may be missing from your menu. |
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Text Analytics
Text Analytics, or Cases + Alerts as it may show in the blue bar menu for some clients, can get you a comprehensive look at what customers are saying and the sentiment behind what they are saying. Clicking this tab, you can:
- Navigate to what you want to see on the left-side navigation bar.
- Filter so you can drill down to specific criteria
For more information on how to use Text Analytics, read the article on Text Analytics: Comment Report.
Favorites
When you create a report that you’ll need frequently, simply add it to your favorites. These saved reports automatically populate with the most up-to-date information every time you log in. Navigate to Favorites from the blue bar menu to find your favorite saved reports.
Resource Center
This is also known as Help/Contact Us. From here, you can submit a ticket to Zendesk for Help. It provides guides and FAQs to answer your questions. You might also find blogs and documents SMG provides their clients.
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Admin
Some users have access to Admin which controls User Administration on their reporting website. Who has access to Admin depends on their level within the organization, such as district managers, region managers, and up. If you have access to the User Admin page, read SMG User Admin Guide to find out more about what you can do in this tab.
Settings Cog
By hovering over the settings cog, a user can:
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Settings
From the Settings option, you can perform several tasks and actions, as mentioned below. Please note these do not apply to all users and it also depends on their level of access.
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More questions?
This article is a high-level general look at the reporting website. Not all will apply to every user, or you could have access to something you don't see in this article. If the article didn't answer all of your questions, please reach out to SMG Helpline.
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