The Company Overview Report shows Shop Counts, Overall Scores, and Major Sections for each Level all the way down to Locations within the selected date range. The report will also show Groups, ULGs, and Waves if the client has any defined, and Subsectional Scores can also be reported on.
The Company Overview Report can be accessed from the Client Reports page within the Location Reports drop down and selecting Go.
Figure 1: Accessing the Report
Figure 2: Report Controls
Begin by selecting a single survey, multiple surveys, or all surveys depending on client settings and numbers of surveys.
Choose your date range to report on. Depending on client setup you will either see a Start Date and End Date or a From Date and number of Periods to report on.
The SHOW ONLY SHOPS IN filters allow the user to limit the data being shown as the default is to include all the data. There are separate filters for Levels, Groups, and Waves so that they can be used together or individually to really control what data is being shown.
By default, the Subdivisions are shown which is all Levels except Locations and is controlled with a checkbox. Under that is the checkbox to include Locations on the report which is off by default.
*For extremely large clients, it is recommended that you use the SHOW ONLY SHOW IN filters to reduce the number of results when showing Locations.
2 additional filters are available under the Display Options which will remove Levels or Locations with 0 shops in the date range and the ability to exclude deactivated locations from the results.
If needed, there is a text box where the user can enter text to display at the end of the report.
In order to run the report, you must use the Full View or Print View button. Based on client settings, some clients will also have a PDF View or Excel View button.
You will also notice at the top right of the page is a Jump To Report drop down which allows you to quickly switch to other reports.
*This report also supports Data Mining by including an additional filter in the controls that lets the user filter the data by Overall Scoring, Shopper Demographics, and Survey Questions.
Figure 5: Data Mining Filter
