Reviewing reports & reading analytics

Find a submitted report

1. In the sidebar, open Insights → Report Results.
2. Scan the metric strip across the top: Reports this month, Units moved, Samples poured, and Store sentiment.
3. Use the filter chips to narrow the list: All, This week, or Flagged (each shows a live count). The list is sorted Most recent first.
4. To surface work that needs attention, click the Flagged chip — it collects anything flagged or sitting in Changes requested or Closed – No Report.
5. Read the row at a glance: Store, Date, Ambassador, Product, Units, Samples, Sample → sale, and a Sentiment badge (Positive, Mixed, or Flagged).

The list shows all in-app reports, not just ones awaiting review. There is no status dropdown on this screen — you find work through the Flagged chip or by opening a report, since only a submitted report shows the decision controls.

Open and review a report

1. Click any row to swap into the full-page detail view. Full answers, products, and photos load before the review controls become available.
2. Read the header: store name, sentiment badge, and a status badge — In review, Approved, Changes requested, or Closed – No Report.
3. Review the About the store card: Store sentiment, Foot traffic, Notes for the brand, and a Table photos count.
4. Work down the Per product cards. Each shows a reaction (Loved it, Liked it, or Sampled) plus Units sold, Samples, and Sample → sale, with a Standout feedback block where the ambassador left comments.
5. Check the Tasting totals card for Total units, Total samples, and overall Sample → sale.
6. In the right rail, confirm the ambassador facts: Geo check-in confirmed, On site times, and whether a Setup photo attached. The Meta card lists Date, Chain, Distributor, and Approval.
7. To leave the report, use the back arrow (Back to report results).

On the current detail screen the Table photos block shows a count and placeholder tiles rather than clickable, full-size photos. If you need to inspect a specific image closely, check the live report view — photo viewing may behave differently there than the count suggests.

Decide: approve, request changes, or reject

Decision controls appear only while a report's status is In review (submitted). You'll see Approve report and Request changes in the right rail and in a sticky bottom bar.

1. Click Approve report or Request changes to open the Review report picker.
2. Choose one of the three outcomes:

• Approve ("Complete it") — releases the report to the brand and Analytics and marks the event completed.
• Changes ("Send back") — returns it to the ambassador to fix and resubmit; a note is required.
• Reject ("Decline") — declines the report so it won't count toward results; a note is required.

1. For Changes or Reject, type your Note to the ambassador — this is what they receive, so be specific about what's wrong or what to fix.
2. Click the commit button (Approve report, Send back with note, or Reject report).
3. Confirm on the second prompt (for example, Approve this report?). Wait for the success toast — approving can take up to about a minute while the event is finalized, so don't click twice.

What each decision does:

| Decision | Report becomes | Event becomes | Comes back? |

|---|---|---|---|

| Approve | Approved | Completed | No — done |

| Request changes | Changes requested | Pending Report Revision | Yes — the ambassador edits and resubmits; the event still counts |

| Reject | Closed – No Report | Closed - No Report | No — declined, doesn't count |

Use Changes when the report is fixable ("fix this and resend"). Use Reject only when the report isn't usable as a record at all — wrong store or date, a duplicate, or fabricated — since the ambassador is not asked to fix a rejected report.

Each outcome emails the ambassador automatically, including your note. A resubmitted report returns to the list as Resubmitted, awaiting review.

Read the Analytics dashboard

1. Open Insights → Analytics.
2. Start with the Program Performance hero: total events scheduled, completed, upcoming, and denied or cancelled, plus scope chips for your date range.
3. Scan the KPI grid — eight cards including Scheduled Events, Completed Events, Verified Completion Rate, Samples Given, Reported Units Sold, Reported Sample-to-Sale, and Avg Execution Score.
4. Read the Program Health card for an at-a-glance label: Good, Watch, Needs attention, or Waiting for events.
5. Follow the Event Funnel to see where events fall off: Scheduled → Claimed → Checked In → Checked Out → Report Submitted → Approved.
6. Compare the three columns — Execution Quality, Sampling Activity, and Sales Signal (note the Confidence label: Manager-reviewed, Early reviewed signal, Self-reported, or No signal yet).
7. Check Recommended Next Samplings for concrete moves like Clear pending approvals first, Revisit <location>, or Watch <product>, each with a confidence badge.
8. Dig into the tables lower down — SKU / Style Performance, Location Performance, Daypart Performance, Ambassador Performance, and the Event Detail Table — plus the Performance Snapshot (Top Store, Top Product, Best Time, Revision Rate).

Treat all sales figures as self-reported and directional — one of the health lines says as much: "Treat this as directional until verified by receipts or POS data." Performance metrics draw only from submitted and approved reports; quality metrics like revision rate also factor in Changes requested and rejected reports.

Shape the report (Report Builder)

1. Open Insights → Report Builder.
2. If you're starting fresh, click Load recommended questions to pull a starter set into the editor (this loads but does not save).
3. Work within the three fixed sections: General (asked once), Product (repeats for every product sampled), and Feedback (asked once, after products).
4. Click + Add question under a section to add a question.
5. For each question, type the label, then pick an Answer type: Text, Long text, Number, Photo, Yes, No, or Pick list. For a pick list, fill in Pick-list options (comma-separated).
6. To require a photo — or any answer — turn on the Required pill; leave Active on to include the question.
7. To feed an answer into Analytics, open Advanced — analytics data point and choose a Data point (for example, # samples given, # purchases made, or Product photo). Leave it as Custom answer for standard questions.
8. Click Save questions. You'll see Report questions saved.

A four-product tasting asks the entire Product question set four times — keep per-product questions short. A new brand starts with a completely blank template, so nothing reaches ambassadors until you Save.

Legacy Uploaded Reports

Open Insights → Legacy Uploaded Reports to keep imported historical files separate from live, in-app submissions. From here you can Upload report PDFs (.pdf/.csv), grab a CSV template, Export submitted reports to CSV, or Clear legacy data. The Legacy Summary card tracks Rows and Stores; these rows help seed scoring while your live report dataset grows.

Who can do this

• Admin / Owner (Super Admin, Admin): Full access. Review any event's reports, approve, request changes, and reject anywhere; edit the report template in Report Builder.
• Regional / Territory Managers: Can review, request changes, and reject — but only for events within their coverage. Reviewing outside their scope returns "You do not have report review access for this event." In Report Builder they get a read-only view.
• Viewer: Read-only. Can browse Report Results and Analytics, but cannot make review decisions or edit the template.