CSAT Score

FareezaThasM
Tera Contributor

Hi,

I need to create a report that display CSAT score segmented by:

Overall CSAT Score, CSAT Score by Service & by Team, help me in understanding and making the report based on this requirement

 

1 REPLY 1

Abbas_5
Tera Sage
Tera Sage

Hello @FareezaThasM,

 

Please refer to the below steps:

To create a ServiceNow report displaying segmented CSAT scores by overall, service, and team, you need to navigate to the "Reporting" section within ServiceNow, build a new report, and configure the following elements:
 
1. Data Source:
  • Select the relevant CSAT survey table: Access the table within ServiceNow where your customer satisfaction survey data is stored, which likely includes fields like "CSAT Score," "Service Category," and "Assigned Team." 
     
2. Report Columns:
  • "CSAT Score":
    Add the field representing the customer satisfaction score from your survey. 
     
  • "Service Category":
    Include the field that categorizes the service type associated with the CSAT response. 
     
  • "Assigned Team":
    Add the field identifying the team responsible for the service interaction. 
     
3. Group By:
  • "Overall":
    To view the overall CSAT score without segmentation, simply group by "CSAT Score" alone. 
     
  • "Service":
    To see CSAT scores segmented by service category, group by "Service Category". 
     
  • "Team":
    To analyze CSAT scores based on the assigned team, group by "Assigned Team". 
     
4. Visualizations:
  • Bar Chart:
    Use a bar chart to visually compare CSAT scores across different service categories or teams.
  • Table:
    A table format can provide detailed numerical data for each service and team breakdown. 
     
Example Report Structure:
  • Section 1: Overall CSAT Score:
    • Display a single bar representing the average CSAT score across all interactions. 
       
  • Section 2: CSAT by Service:
    • Bar chart, where each bar represents a different service category with the corresponding average CSAT score for that service. 
       
  • Section 3: CSAT by Team:
    • Bar chart showing the average CSAT score for each assigned team. 
       
Key Considerations:
  • Filter Options:
    Add filters to narrow down the report data by specific timeframes, customer segments, or service types. 
     
  • Custom Calculations:
    If necessary, create custom calculations to calculate percentages or other relevant metrics from the CSAT scores. 
  • Data Integrity:
    Ensure your CSAT survey data is accurately mapped to the relevant fields in ServiceNow to generate meaningful reports
     
    or
    Please refer to the below link:

    If it is helpful, please mark it as helpful and accept the correct solution. In the future, it might be helpful for someone to refer to this solution.
    Thanks & Regards,
    Abbas Shaik