This page allows clients to access individual shops
Select a Survey
The shop logs display the shops for the selected survey. To view shop logs for a specific survey, select the survey name. Choosing a survey is the only requirement to view the shop logs. All the other choices listed below are optional. If no other options are selected all shop logs for that survey will be displayed.
Note: If you've previously selected a survey on the Home page, Locations page or Reports page that survey will still be selected.
Date - Shop ID
Select the date range for the shops that you want to view.
ID - Location
Select a level (district, region, area, etc.) to display shops only for that level. Enter a location ID or name to view shops for only that location(s).
Score
To view only shops that scored within a specific range, enter the range in the Score fields. For example, to only view shops that scored lower than 40%, enter 0% to 40% in the score fields. The first number entered should be the lower percentage and the second number is the higher number. If a higher number is entered in the first field and a lower number is entered in a second field, no results will be returned. Also, if one field is not completed, it will default to the lowest or highest number available (typically 0% or 100%).
Status
The status option allows you to sort the shops by status or select to view one status only.
The default status options are:
Completed - The shopper has completed the shop but the shop has not been reviewed. You have access to see these records in the logs but are not yet able to view the shop results.
Reviewed - The shop has been reviewed but not finalized. You have access to see these records in the logs but are not yet able to view the shop results.
Finalized - The has been finalized and released for you to view the results.
Client Finalized - Some companies have requested the option to perform an internal review prior to releasing the shop results to all managers. If you are using this feature, the log will display shops with status of Client Finalized for those that have had the internal review completed.
Emailed - This status indicates that at some point after the shop has been finalized a link was emailed to a someone.
GO
After you have selected the options you prefer, click GO to search for shops that match the criteria you've entered. The results will display in columns below the search criteria.
The results can be re-sorted by any of the underlined columns header names: Date - Shop ID, ID - Locations, Score, or Status.
For shops that have a status of finalized or greater, you have the option to choose Screen or PDF. The Screen option will open a separate window to display the shop results. The PDF option will display the shop results in a Adobe PDF file.
The following is an example of how the results will display.
If you click on the Screen link, you will see the individual shop view.
Email Report
The email report section of the Client Shop View allows you to email a link to a single recipient, even if that person does not have an account. The link generated in the email has access information for that one shop, and will only allow the recipient to view that single page. To email the report, enter the recipients full email address in the To field, the email address you would like for the return address on the email in the From field, and any comments you would like sent along with the link to the shop in the Comment field.
The Close, Print Version, and PDF Buttons
Close - close the shop view page
Print Version - gives a page with the client shop view that excludes the section for emailing the report at the top.
PDF - The PDF button generates a PDF version of that single shop.
Client Form Header
Location Information - Location information is found to the left on the Client Form Header, it gives the Name, Address, and Level/Manager information for that Location.
Overall, Major Section, and Minor Section Scoring - This scoring is found to the right of Client Form Header and gives the Overall percentage score and actual/possible points in bold at the top, as well as the Major Section and Minor Section scores separated by a blank line. Major Section scores are those counted in reporting, Minor Sections scores are only counted on the Shop View.
Location Average - Gives the Year to Date average for the current location on the survey that was completed for this shop. Does not give the overall average for all Surveys on the Client.
Survey Average - Gives the Year to Date average for all shops done in the Client Company on that particular survey.