Reporting on your data sentiment in Simply Stakeholders is easy. Depending on what you want to report on, and how, you can generate a number of ways to view, print and export reports that highlight your sentiment data.
Dashboard Widgets
There are three interactive Dashboard Widgets you can view, click into and print or export data from. Please make sure you select the correct date range at the top of your dashboard to ensure accurate reporting.
Interaction Sentiment for Date Range
Use the highlighted dropdown menu to select a type of Sentiment to view: AI Sentiments; User Rating Sentiments; or Annotation Sentiments.
Screenshot shows the Interaction Sentiment for Date Range Dashboard Widget with the drop down menu highlighted
The selected type of Sentiment will populate the count based on the date range selected, e.g. Interactions with AI sentiment analysis: 72
Interaction Sentiment for Top 5 Tag Category for Date Range
This widget will show the AI Sentiments applied to Interactions with the top 5 tag categories. The colored stacked bars indicate the sentiment applied, explained by the key at the bottom of the widget.
Screenshot shows the Interaction Sentiment for Top 5 Tag Category for Date Range Dashboard Widget with a tag category highlighted
You can click into a Tag category to open up the filtered list of Interactions that have that Tag applied, segmented into the various sentiments. You can export that list by clicking the Export button:
Interaction Sentiment for Top 5 Methods for Date Range
This widget will show the AI Sentiments applied to Interactions for the top 5 Interaction Methods. The colored stacked bars indicate the sentiment applied, explained by the key at the bottom of the widget. If you hover over a Method a pop-up will show the breakdown of the sentiment.
Screenshot shows the Interaction Sentiment for Top 5 Methods for Date Range Dashboard Widget with the Community Forum Method showing the hover pop-up window and the Sentiment color key highlighted
As above, you can click into a Method to open up the filtered list of Interactions that have that tag applied and export the respective lists.
Custom Reporting Widgets
There are two Custom Reporting widgets you can populate, one for Stakeholder Sentiment (linked Interaction Annotations), and one for Interactions Sentiment (Annotations). You can then choose to apply Filters, Advanced Filters, Grouping, edit the chart type, sorting and ranking to refine what you are wanting to report on and display. Find out how to create and build out Custom Reports here.
Stakeholder Sentiment - Custom Widget
This widget will show the average Annotation Sentiment of Interactions linked to a Stakeholder. You will need to apply Stakeholder Sentiment to the Field Type, then you can filter by All, Individual or Organisational Stakeholders. Select you chart type, Sorting, and Ranking. And if you choose a chart type that allows it, you can group results by:
Relationship Manager
Communication Method
Direction
Interaction Type
Interaction Sentiment - Custom Widget
This widget will show the Annotation Sentiments applied to Interactions. You will need to apply Interaction Sentiment (Annotations) to the Field Type, then you can filter by All, Individual or Organisational Stakeholders. Select you chart type, Sorting, and Ranking. And if you choose a chart type that allows it, you can group results by:
Direction
Communication Method
Interaction Type
Interaction Manager
Contact Group
Interaction Sentiment Filters
You can segment or filter your Interaction records by the three Interaction Sentiment types: AI Sentiment; Annotation Sentiment; and User Rating. By applying a set of filters, you can refine what Interaction records you are wanting to view, report on and export.
Applying Interaction Sentiment Filters
To filter your records by Interaction Sentiment:
Navigate to the Interactions Module and make sure the Filters side drawer on the left is open - noting the default is for it to be open:
Screenshot showing location of the Filter button
Click the Filter button to open the Filters:
Screenshot showing the opened Filter side drawer
Navigate down to the Sentiments Filters and click on the down arrow to expand the options. Choose a subset of your Sentiment filters, for example AI Sentiment: Orange Smiley Face (somewhat Negative) - 26-50 then click on Apply to run that filter.
Screenshot showing the AI Sentiment Somewhat Negative Filter applied and an arrow pointing to the Green Apply button
You can also choose to use the sliders to capture a different range:
Screenshot showing the AI Sentiment slider bar Filter applied to show a sentiment score range of 20 - 80
Based on your other search filters, the list of interactions will show in a list view for you to view or export.
You can also save your applied Sentiment Filters to your Saved Filters list. Savel Filters can be applied in Advanced Filters Reporting:
Screenshot showing the Save a New Filter pop up window and indicating where the save button is located at the bottom of the Filters side drawer
Interaction Sentiment Geo Mapping* view
You can view your Interaction records in the Geo Mapping view by sentiment color by selecting the map icon in the top right corner of the interaction records page. You can then use the 'Search' bar to search by key words of interactions e.g. Construction:
Screenshot showing the Geo Mapping view with a search term "Construction" applied - a number of interactions are populated to the map, with colors indicating the sentiment of the respective interaction, and icons indicating the Interaction Method
* Please note this is a premium (paid) add-on feature. For more information or to get this feature enabled please contact your Customer Success Account Executive or email [email protected].
For more help
For more information, to arrange a demo or for product training please contact your Customer Success Account Executive or email [email protected].