The Exception Analysis report allows users to quickly identify exceptionally good or poor Levels, Locations, or Shops by filtering out Overall or Sectional Scores within a defined range. For example, you can easily find any Levels, Locations, or Shops with an Overall Score of less than 50%.
The Exception Analysis 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.
The SHOW REPORT FOR setting allows the user to select a Level, Location, Shop, Group or ULG to report on.
The RUN ANALYSIS ON setting allows the user to choose between Overall or Sectional Scores to report on.
*If the report is being run on multiple surveys, Overall Score may be the only available option.
The SHOW SCORES BETWEEN X % and Y % setting allows the user to define the range of scores to run the report on.
The Show subsectional scores checkbox allows the user to include subsectional scores in the report.
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 3: Data Mining Filter
