CSAT Score
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02-19-2025 12:04 AM
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
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03-01-2025 10:20 PM
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:
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"CSAT Score":Add the field representing the customer satisfaction score from your survey.
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"Service Category":Include the field that categorizes the service type associated with the CSAT response.
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"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.
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"Service":To see CSAT scores segmented by service category, group by "Service Category".
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"Team":To analyze CSAT scores based on the assigned team, group by "Assigned Team".
4. Visualizations:
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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.
- 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.
- 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.
- Bar chart showing the average CSAT score for each assigned team.
Key Considerations:
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Filter Options:Add filters to narrow down the report data by specific timeframes, customer segments, or service types.
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Custom Calculations:If necessary, create custom calculations to calculate percentages or other relevant metrics from the CSAT scores.
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Data Integrity:Ensure your CSAT survey data is accurately mapped to the relevant fields in ServiceNow to generate meaningful reportsorPlease 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