Client Reviews Report

Modified on Thu, 5 Mar at 1:30 PM

This report shows the reviews provided by each verified client for services provided.

Things to know:

The ability to access this report is governed by the "Accessing Reports" access control setting
All star ratings (1–5) are tracked and recorded within MyTime
The specific text of a review is only visible in the report if it was submitted through the private MyTime feedback form
For reviews left on Google, Facebook, or other platforms via the request review email, the star rating is recorded in the report, but the specific review text is not displayed
Exports are limited to summary view, which consolidates data by category (such as location, staff member, etc). This format is designed for high-level analysis of performance metrics rather than individual transaction tracking.

To access this report:

Navigate to Dashboard
Select the Reports tab
Under the Clients section, select the Reviews report

When the report loads, you can filter by a specific location, staff, and date. You can choose to view the report by date or location. If the By Location button is used at the top of the report, you will be able to easily compare metrics across locations and location groupings to see which locations are doing better or worse on that dimension.

Below the By Location button, you have the option to download the report as a CSV, PDF, or print version.

Once you have selected your filters, click on the UPDATE button to generate the desired data.

Report Filters

Filter	Description
Location	The location the review is associated with Accounts with One Location: No location filter is shown Accounts with Multiple Locations: The location filter allows you to view data for a specific location or all locations within that account
Staff	The staff member who performed the service during the date range and location selected.
Date	This range will determine the date range the review was made.

Report Columns

Column	Description
Review Date	The date the review was left
Location	The location the review is associated with
Appointment #	The classifying number associated with an appointment. Clicking this link opens the appointment modal in Scheduler.
Appointment Time	The date and time the appointment took place.
Client	The name of the client who left the review. Clicking this link opens the client's profile.
Service	The name of the service associated with the review.
Staff	The staff member who performed the service during the date range and location selected. Clicking this link opens the staff member's profile.
Rating	The ranking of the review. This can be between 1 - 5 stars.
Review / Feedback	The feedback left by the client.

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