The Snapshot Report
In this article:
- Data visualizations in the Snapshot report.
- Filtering the Snapshot report.
- Exporting the Snapshot report.
- Use case: When should I use Snapshot reports?
Suggested next article: The Over Time Report
Data visualizations in the Snapshot report
The CX Snapshot report combines four simple-to-understand visualizations to summarize your data from a specified period of time, including your core metric, a distribution of scores, and a curated selection of open-ended feedback.
1. The pie chart
The first visualization on the Snapshot report is the pie chart, which shows the breakdown of responses across score groups and the overall core metric for your project. Specific numbers used to populate the pie chart are shown to the right of the chart.
2. The histogram
Next to the pie chart is a histogram that shows the distribution of responses across each individual score. Bars are colored according to the respondent group they translate to—for NPS, this means green for promoters (9 and 10), gray for passives (7 and 8), and red for detractors (6 and below). Hovering over a bar gives the exact response count associated with that score.
3. The score breakdown
The score breakdown gives a table version of the data shown in the histogram, including the volume of responses associated with each score and their percentage of the total response count.
4. Selected comments
In the section labeled "A few responses for this period," we pull in a curated list of comments that, wherever possible, span the various score groups (ex. promoter, passive, and detractor) and have longer character counts—with the goal of giving a good sample of the types of comments you’ve received over your selected time frame.
Filtering the Snapshot report
Use the two drop-down filters at the top of the report to adjust the data shown based on specific time frames (ex. last quarter, last year, or a custom range), as well as based on any Trends you’ve created.
Filtering your report by date will filter feedback based on when the response was submitted, not based on when the survey was originally sent. This is different than the Metrics tab, which filters engagement data based on when you scheduled your surveys.
Exporting the Snapshot report
To export the data in the Snapshot report, click the Export as CSV button in the top right-hand corner of the report. This will export a CSV file with the following data for each possible score (ex. 0-10 for NPS):
- Response count associated with that score
- Percentage of total responses associated with that score
Currently, it is not possible to export this report as a PDF. We recommend taking a screenshot of the page to share with your team!
Use case: When should I use the Snapshot report?
We recommend using the Snapshot report any time you want to share a broad overview of your CX data with your team—whether that be at a meeting with your stakeholders or as a monthly update fired off to the team.
Because the Snapshot report succinctly brings together your feedback program’s quantifiable data and your customers’ open-ended feedback, it is a great way to share powerful insights with a busy team.