Reports

1 Year Report
The 1 Year report displays the trending data over a year for overall and sectional scores.  Begin by selecting a survey on the top of the filter bar.    ...
Wed, 22 Apr, 2026 at 4:14 AM
Action Plan Log
Action Plan Log report displays active Action Items or shops for the selected survey, for the user that is currently logged in. Begin by selecting a surve...
Wed, 22 Apr, 2026 at 3:57 AM
Answer Summary Report
The Answer Summary report shows the breakdown of answers for selected questions within the selected date range. Begin by selecting a survey on the top of ...
Wed, 22 Apr, 2026 at 4:14 AM
Change Request Log
Change Request Log report allows you to view the change requests that have been generated for specific shops. Begin by selecting a survey on the top of th...
Wed, 22 Apr, 2026 at 4:00 AM
Company Overview Report
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 rang...
Wed, 22 Apr, 2026 at 4:09 AM
Custom Date Range Report
The Custom Date Range report generates a PDF of Client Shop Views. Begin by selecting a survey on the top of the filter bar. While the Date range s...
Wed, 22 Apr, 2026 at 4:18 AM
Data Mining Report
The Data Mining report displays the answers for a question in a table format showing the shop counts and percents for each selected answer option. Begin b...
Wed, 22 Apr, 2026 at 4:12 AM
Email Link Distribution
The Email Link Distribution report allows distribution of shop links to all levels of client managers. Begin by selecting a survey on the top of the filte...
Wed, 22 Apr, 2026 at 4:04 AM
Exception Analysis Report
The Exception Analysis report allows you to quickly identify exceptionally good or poor levels, locations, or shops by filtering out overall or sectional sc...
Wed, 22 Apr, 2026 at 4:17 AM
Head to Head - Survey Linking
The Head to Head - Survey Linking is not a report, but a configuration page used by ToolZ reports. The main purpose is to tie sections from different survey...
Mon, 20 Apr, 2026 at 5:10 AM
Manager Log-in Report
The Manager Login Report displays the manager name, the number of logins, and the last login date for client's managers. Please keep in mind that this...
Wed, 22 Apr, 2026 at 4:17 AM
Manager Report
The Manager report displays the average overall and sectional scores broken down by a selected manager type. Begin by selecting a survey on the top of the...
Wed, 22 Apr, 2026 at 4:17 AM
Monthly & Annual Reports
The Monthly & Annual reports generates an archive of monthly/periodic and annual PDFs. Begin by selecting a survey on the top of the filter bar. ...
Wed, 22 Apr, 2026 at 4:18 AM
Multi-Period Report
The Multi-Period report is a trending report that supports flexible date ranges and two view modes while displaying a breakdown of shop scores across the pe...
Wed, 22 Apr, 2026 at 4:15 AM
Multiple Survey Report
The Multiple Survey Report gives a summary for each survey for the client, and then an overall summary of all the surveys averaged together.   Begin by us...
Wed, 22 Apr, 2026 at 4:22 AM
Quick Ranking Report
The Quick Ranking Report ranks a selected portion of the company based on overall or sectional scores. Begin by selecting a survey on the top of the filte...
Tue, 5 May, 2026 at 10:03 AM
Quick Shops Report
The Quick Shops report displays a list of all shops for a given portion of the company. Begin by selecting a survey on the top of the filter bar.   ...
Fri, 20 Mar, 2026 at 4:09 AM
Survey Summary Report
The Survey Summary report displays a summary of all survey questions, indicating the percentage response for each answer option or the average response. B...
Mon, 20 Apr, 2026 at 4:47 AM
Survey Trending Report
The Survey Trending report displays average overall, sectional, or question scores over a selected date range. Begin by selecting a survey on the top of t...
Mon, 20 Apr, 2026 at 4:43 AM