The Manager Report displays the average Overall and Sectional Scores broken down by a selected Manager Type.
The Manager Report can be accessed for the Client Reports page within the Manager Report 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.
*Selecting multiple surveys or all surveys will change the UI to Link Multiple 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 MANAGER TYPE filter lets the user select the level of the managers to run the report on.
Figure 3: Multiple Surveys or All Surveys and Linking
Figure 4: Linking Interface
The Sectional Scores checkboxes allow the user to include Sectional and Subsectional data in the report.
*If using multiple or all surveys, both checkboxes are replaced with the LINKED SECTIONS UI.
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
