There are four automated Transactional Survey reports:
- Service Recovery Alerts (Daily, at your Alert Time).
- Weekly Promoters Report (Weekly, each Monday at your Alert Time).
- Survey Responses (Monthly, 1st of each month, at your Alert Time).
- Management Report (AKA Customer Satisfaction Report) (Monthly, 1st of each month, in the morning).
This article explains who gets sent what report.
Determining who gets what reports
The Management Report (4) gets sent to the Master Administrator, all Supporting Administrators, and to all the email addresses listed in the Monthly Report Recipients field of your Preferences.
Who gets the Service Recovery, Weekly Promoters and Survey Responses reports, and the content of each report, depends on:
- The report type.
- The Support Groups that individual Contacts are associated with (as a Support Lead or an Also Alert).
- The 'Also Alerts for SR Only?' setting in your Preferences.
- The 'Department TS Reporting Preference' setting in your Preferences.
These rules describe what report each of your Contacts will get:
Support Leads & Also Alerts of all Support Groups (Teams and Departments)
- Support Leads will get all three report types, containing surveys for their Support Groups.
- Also Alerts will always get Service Recovery reports, containing surveys for their Support Groups.
- Also Alerts will also get the Weekly Promoters and Survey Responses reports, containing surveys for their Support Groups, when 'Also Alerts for SR Only?' is 'No'.
Support Leads & Also Alerts of Departments
- Support Leads of Departments will get the reports listed in 'Department TS Reporting Preference', containing surveys for the Teams that belong to their Departments.
- Also Alerts of Departments will get the reports listed in 'Department TS Reporting Preference', containing surveys for the Teams that belong to their Departments, when 'Also Alerts for SR Only?' is 'No'.
'Monthly Report Recipients', 'Department TS Reporting Preference', and 'Also Alerts for SR Only?' are all fields that are set in your Instance Preferences.
Support Leads and Also Alerts are set for each Support Group using the Support Groups function.
An Example
Here's an example of who will receive what report and what the contents of each report will be.
Let's say we have four Support Groups:
- Two Departments, Service Delivery and Architecture (shown in orange in the diagram below, SDel & Arch).
- Two Teams, Service Desk and Genius Bar (shown in green in the diagram below, SDesk & GeniusB).
Each Support Group has a Support Lead and an Also Alert (AA). Like this:
Note that one Contact, David, is the Also Alert for two Support Groups - Arch and GeniusB.
The table below shows you the reports that each of these people would receive, based on different combinations of the 'Also Alerts for SR Only' and 'Department TS Reporting Preference' field found in your Instance Preferences.
For example, Alice (the Also Alert of Department SDel) will only receive the Weekly Promoters report when 'Also Alerts for SR Only' is set to 'No'. The contents of that report depends on the 'Department TS Reporting Preference' field. When the 'Department TS Reporting Preference' field does not include "Weekly Promoters", Alice's report will only include the surveys received directly for SDel. When the 'Department TS Reporting Preference' field includes "Weekly Promoters", Alice's report will include the surveys received for SDel AND the surveys received for the Teams that are part of her Department, i.e. SDesk and GeniusB.
Each of your Contacts will only receive one (or zero) of each automated report. Each report will contain all the relevant surveys for all the Support Groups that the Contact is associated with.
For example, if Sam is the Support Lead of the Service Desk and Genius Bar, Sam's daily Service Recovery report will include surveys for both the Service Desk and Genius Bar.
