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Saved Reports Instructions

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Set settings & filters
Save filter settings
Clear filter set
Access saved filter sets
Download saved filter list

Save and share reports for quick access later

While in a report:

Select your Settings & Filters*, including:

  1. Account Filters: by Accounts, Primary Product, Tier, Region, Sales Rep, Account Manager
  2. Contact Filters: by Contacts, Roles
  3. Questionnaire Filters: by Questionnaire, Wave OR Start/End Dates*
    1. You may select a start wave without an end wave if that is the only wave for which you want to report
    2. Selecting a wave in the “Start Wave” filter will show all data in that wave.
    3. Selecting a value in the “End Wave” filter will show all results for the entered range of start wave and end wave
  4. Question Filters: by scores (0-10) relating to specific question types and attributes

*NOTE: The filter names are part of a default set and may change during implementation to better suit your company’s needs.

*NOTE: We suggest using Campaigns (“Waves”) instead of Dates for accuracy in including all Non-Responders. Waves are time periods used for sending, managing, and analyzing feedback and assessing change in customer perception over time (similar to a marketing campaign)

Save report settings

Run the report by pressing  . You can save these filter settings to use across other reports by clicking the button under the report title heading at the top of the report. We recommend using a descriptive title that clearly distinguishes one saved report from another.

  1. Provide a descriptive title
  2. Use the “Shared Users” dropdown menu to select TopBox users (if any) with whom to share the report
  3. Use the “Message” field to provide a message to the selected shared user(s)
  4. Selected shared user(s) will receive an email message notification that includes the link to the shared report and a personalized message, if provided
  5. Enabling “Show In Navigation” will add the report to the  Reports  Saved section of the left navigation menu
  6. Make sure to click “Save”


Access and Manage Saved Reports

  1. Quickly access and utilize saved reports sets by navigating to Reports  Saved  View Saved Reports and click on the report title in the “Name” column
  2. Manage the list of saved reports:
    • The “EDIT” button on the left of the report name to enable or disable “Show In Navigation”
      • Enabling “Show In Navigation” will add the report to the  Reports  Saved section of the left navigation menu
    • The “DELETE” button allows you to clean up the list by deleting reports that are no longer being used

Download saved reports list

  • Data Table:
  1. Export as Excel file by clicking on the Export To Excel icon on the gray banner

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