The Over Time Report
In this article:
- Data visualizations in the Over time report.
- Filtering the Over time report.
- Exporting the Over time report.
- Use case: When should I use the Over time report?
Suggested next article: The Pivot Table Report
Data visualizations in the Over time report
The Templates Over time report is designed to help you track how your key metrics change over time in both graph and table formats, ensuring your team is continually moving the needle in a positive direction for your customers. The key visualizations include:
1. The bar chart
At the top of the Over time report is a bar chart displaying your core metric and the breakdown of responses in each score group over time, broken into segments based on the filters applied at the top of the report.
Hovering over a bar will give you more details, including the percentage of responses in each score group from that time segment and the number of responses contributing to those percentages.
2. The deltas table
The deltas table helps you see numerically whether your customer experience is improving by calculating the month-over-month percentage change in your core metric. This percentage change is supplemented by the response counts and percentages associated with each score group.
NPS is calculated on a scale from -100 to 100, so the percentage change that you're seeing might seem funky at first glance. For example, in the image above, the first change from an NPS of 62 to an NPS of 71 is actually a 6% change, even though it reflects a change of 9 NPS points. If you have any questions about the calculation of these deltas, feel free to reach out!
Filtering the Over time report
Use the three drop-down filters at the top of the Over time report to render the bar chart based on:
- Time frame: Like last quarter, last year, or a custom range.
- Frequency: Like yearly, quarterly, monthly, or weekly—these options will adjust based on how wide the time frame you’ve specified is to keep the graph legible.
- Response group: Like specific Trends (made of properties you’ve passed to Delighted), or all responses.
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 in the Metrics tab, which filters engagement data based on when you send your surveys.
Exporting the Over time report
To export the data in the Over time report, click the Export as CSV button on the top right-hand corner of the report. This will export a CSV file with a breakdown of the following data for each time period in the bar graph:
- Core metric
- Response count
- Response count by score group
- Response percentage by score group
Currently, it is not possible to export a PDF of the Over time report. We recommend taking a screenshot of the page to share with your team!
Use case: When should I use the Over time report?
We recommend using the Over time report as a way to benchmark against your own performance. While it can be nice to compare your NPS or CSAT score to industry standards, the best comparison is against your own score last month, last quarter, and last year! Use this report to share your company's progress with your team, and to identify when changes are (or aren’t) hitting their mark.