A comprehensive guide to Birdeye Dashboards in Reports

Birdeye Reports seamlessly integrates analytics across Reviews, Listings, Social, Campaigns, Inbox, and Surveys, serving as a dynamic powerhouse. It accelerates decision-making and reshapes the customer experience. Birdeye Reports empowers businesses to explore customer data deeply by providing rich insights from search to sold to advocacy. Tailored to unique needs, it transforms tracking and sharing data into a captivating experience with user-friendly dashboards. Engage with your data effortlessly through captivating visualizations with Birdeye Reports.

Now, you no longer need to navigate through multiple reports each time you want to access a specific metric or view reports spread across different modules. With the capability to create your own custom dashboard from scratch, you can add up to 20 reports spanning all products in a single dashboard. This allows you to slice and dice data across various dimensions.

Follow the steps below to create your own customizable dashboard:

Navigate to the ‘Reports’ tab from the left navigation rail.

Click the '+' icon beside 'Create Dashboard' to create a new dashboard.

Rename the dashboard or widget according to your specific requirements within the text box displayed in the image below.

Drag and drop the desired reports you want to add to your dashboard.

Apply the relevant filters under the 'Filter by' section to include them in the report by clicking the Filter by icon in the top right corner.

For instance, if you want to construct a dashboard focused on a specific time frame, you can apply a filter, such as ‘This year, last 12 months, or quarter,’ and more.

To open the Report editor panel. Click the report, then select the Edit option above it.

In the 'Setup' section, you have the flexibility to incorporate multiple reports.

Begin by choosing the ‘Data source’ products from the dropdown menu, which includes Reviews, Inbox, Listings, Social, Surveys, Campaigns, and Ticketing. Let’s select Reviews for this example.

Next, tailor your ‘Report group’ by selecting the product from the dropdown menu. Options encompass Reviews and ratings, Relative Location Rank, Reviews Distribution, Response Time, Response Time Distribution, Response Rate, Response Rate Distribution, Review NPS, Review Tags, Leaderboard, Review QR Codes, and Review Read. Let’s select ‘Reviews and ratings.’

Further customization is available by ‘Selecting the report’ based on the product from the dropdown menu, offering choices such as Reviews & ratings over time, Reviews by rating, Reviews by sentiment, Reviews by source, Review rating by source, Reviews by employee, Review rating by employee, Reviews by location, Review rating by location, Reviews by zip, Review rating by zip, Reviews by city, Review rating by city, Reviews by state, Review rating by state, Reviews by franchisee, Review rating by franchisee, Reviews by region, Review rating by region.

Let’s select ‘Reviews and ratings over time.’

To add a personal touch, customize the title according to your preferences. Additionally, enhance the visual appeal of your report by selecting different chart styles for optimal viewing.

Once you've chosen all the parameters for the report inclusion, select 'Save.'

This level of customization ensures that your reports not only convey the necessary information but also do so in a visually engaging and understandable manner.

For example, in the provided image, the data is unsuitable for a pie chart presentation, leading to the disabled option. The greyed-out appearance indicates that the data's nature doesn't align with the visual representation associated with a pie chart.

Click on the Filter & Compare tab, and you'll discover options to filter your report.

Displayed by: Weekly, Monthly, Quarterly & Yearly.

Filters:

Compare data: The ability to compare reports in two dimensions: by location and by time periods. Now, you have the flexibility to make insightful comparisons within your reports.

​Illustrative view of the 'Past 12 months' filter.
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Save your first report to your personalized dashboard. You can fine-tune its size for a perfect fit.
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Drag and Drop: The most impressive feature offered by Dashboard reporting is the ability to drag and drop reports effortlessly, adjusting their dimensions by stretching the corners, as demonstrated in the image.

Additionally, a customization icon allows you to personalize the report, while the three-dot icon allows you to remove the report.

You can add more reports and save your dashboard.

​You can build similar dashboards for customer experience, location performance, and employee performance.

You can change how location-hierarchy reports are grouped from the report customization panel. For example, you can switch a report from grouping data by location to grouping it by brand or vice versa without deleting and recreating the report.

To change the grouping:

Open the report you want to customize. For example, the Reviews and ratings by location report.

Click the report and select the Edit option above the report to open the customization panel.

In Filter and compare, under Group by, select Brands instead of Location, or choose another available hierarchy field, such as Region or State. Click Update to apply the changes.

The report has been updated to display the data grouped by your selected field (Brands).

If you’ve set up location hierarchy for your account, then the Group by dropdown shows available location hierarchy fields. This functionality is available only for location-hierarchy reports.

In our Reports Module, Birdeye offers these functionalities to empower analysts, location managers, or users. This allows them to efficiently compile multiple reports, create a dashboard, and easily share insights with their managers.

Click on the ‘Actions’ dropdown menu to view the number of options.

Illustrative view of the 'Share dashboard' with the View access.

Select the audience for sharing the View access to the dashboard from the provided choices:

After making your selection, click on 'Done.'
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In addition to sharing dashboards with view-only access, you can also grant edit access to other users, teams, or roles. Users with edit access can modify the shared dashboard, and any changes they make are reflected for everyone who has access to that dashboard.

For example, if a user removes a report, updates a widget, or changes the dashboard layout, those changes are immediately visible to all users who have access to the shared dashboard. A separate copy of the dashboard is not created.

To share a dashboard with edit access:

Go to the dashboard report you want to share, click the Actions dropdown in the upper-right corner, and select Share.

Click the View dropdown button and select Edit.

Select the audience for sharing the Edit access to the dashboard from the provided choices:

After making your selection, click on 'Done.'

Shared reports with you are conveniently located on the left-hand side panel under the 'Shared with me' option. You can access all the shared reports from this section.
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The reports you've added can be seen within your dashboard.

You can control the number of rows displayed in supported location reports using the Display option. This lets you limit the results shown in a report and focus on a specific number of locations.

For example, to display the top three locations by total reviews, set the display count to 3 locations and sort the report by total reviews.

To limit the number of rows displayed:

Open the report you want to customize and click Change.

In the report customization panel, locate the Display option. Select the number of locations you want to display. The available options are 3, 5, 7, 10, 50, 100, 200, 300, 400, 500, and 1,000 locations. Click Update to apply your changes.

The report displays the top 3 performing locations.

You can combine this setting with sorting to create Top N reports, such as the top three locations by review count.

The Display count option is available for location reports across the following categories: