DE005: 5 Star Rating
DE005B: 5 Star Rating by Employee/Service Category
The DE005 report displays star ratings and reviews given for employees who performed services within the date range, with additional filter and sort options.
The DE005B displays that same information, but breaks down reviews by individual Service Category for each employee.
Report definitions
Main report fields
- Employee: The employee who is being reviewed. For the DE005B, below each employee is a Service Category of the service being reviewed.
- Client: The client that submitted the review. This column does not display if Show Client Names isn't selected during report setup.
- Service: The service that the review was submitted for.
- Star Rating: The star rating submitted by the client for that service and employee.
- Review: The review, if any, left by the client.
Summary Page fields
- Employee: The employee who was reviewed.
- Reviews Sent: The number of reviews sent out for that employee.
- Reviews Received: The number of responses from clients; that is, the number of submitted reviews.
- Response Rate: (Reviews Received / Reviews Sent) x 100
- Ratings: The number of each rating the employee received.
- Average Rating: The total average rating of submitted reviews.
Setting up the DE005 or DE005B reports
- Type DE005 or DE005B in the Convobar, or go to Meevo > Reports > Employees, and then select the appropriate report.
- Select a date or date range for running the report. The DE005/DE005B can be run for the current day, but they cannot be run for a future date.
- To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
- Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.).
Note: If you select a predefined range (a date other than Custom), you can still change the Start Date and End Date. Doing so automatically changes the date range to Custom.
- Filter Reviews To: The report will displays reviews according to what you select here. All displays all ratings, 4* and below displays only 4-star ratings and below, and so on.
- Sort Report By: Organizes the report by Employee last name or by Date that the service was performed.
- Show Client Names: Client names appear in the report output. If not selected, the Clients column is hidden in the report output.
- Page Break after Sort Option: A new page begins for each new Employee or Date (depending on your Sort Report By selection).
- Show Summary Page: Displays a summary page with employee averages and response rate within the date range.
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All Employees: Enable this checkbox to run the report for all employees within the date range. This includes active, inactive (including terminated), and deleted employees. Or, to run the report for specific employees, deselect the checkbox and use the drop-down to select employees or Employee Categories. You can show or hide inactive employees in this list, but deleted employees will never appear here. Note the All Employees "bubble" in the Employee list selects all employees in that list; it is not the equivalent of selecting the All Employees checkbox.
Note: Selecting All Employees will also return any data tied to the House employee.
Running the report
- When you are ready to generate the report, select a Report Format beside the Run Report button.
- Here is a rundown of each format type:
- PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
- HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.
- XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
- Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.