Client Reports: So much information; so little time!

July 24, 2009

If you’re like a lot of our new clients, you might be suffering from information overload when it comes to all of the data you can glean from our reports, which include:

• Location Reports
• Survey Reports
• Trending and Graph Reports
• Multiple Survey Reports
• Manager Reports
• Demographic Reports
• Monthly and Annual Reports

Overwhelmed by our sea of reporting options? Your Client Services Coordinator (CSC) can guide you through a process to ensure your people have access to the information they need to effectively conduct business.

Here’s a snapshot of our process:

Step 1: Review the available Reporting Options.
We can help you select the most beneficial and user-friendly.
We can “turn off” any reports you don’t plan to use to minimize confusion.

Step 2: Set Viewing Controls.
Managers can be restricted to viewing only the results for their location(s).
Specific questions can be made visible to specific districts or regions only.

Step 3: Provide instruction for users.
We can set up webinars to walk your group through the reporting process.
Prefer one-on-one assistance? No problem.

So, there’s no need to suffer from a lingering case of data doldrums. Just let us know if you would benefit from a report review. We’ll get you back on track in no time.