Monthly Report

The Monthly Report is generated automatically at the end of each month. It provides an overview of your customer experience, the results achieved, and the areas that require your attention.

As with the Weekly Summary, you can change the displayed period to review reports from previous months and compare how your results have evolved.

You can access the Monthly Report in three ways:

In the Monthly Report, click the displayed period to select the month you want to review.

This option allows you to return to previous reports and compare results from one month to another.

This section presents the main performance indicators related to your customer experience for the selected month.

It allows you to quickly review your business’s overall performance and how your results have evolved.

This section highlights the situations and results that should be addressed as a priority during the month.

It helps you identify important issues without having to review each report separately.

This section presents the performance of your online reviews during the month.

It allows you to track changes in your reviews, your rating, and the results related to your review acquisition strategy.

If your account includes multiple locations, the report compares their performance.

You can identify:

This section shows the number of customers who received sequences during the month.

It helps you put your results into context based on the number of customers contacted and the number of responses received.

The CX Diagnosis analyzes your business data to summarize what happened with customer satisfaction during the month.

It helps you understand:

This analysis is based on the data available in your InputKit account.

The Monthly Report allows you to compare the main detected themes with those from previous months.

This comparison helps you determine whether certain topics:

This allows you to track changes in the concerns and positive feedback expressed by your customers.

The “Causal Hypotheses” section presents possible causes that may explain the observed results.

Each hypothesis includes a confidence level to help you evaluate its relevance.

Note: These hypotheses are intended as analysis leads. They should be interpreted based on your knowledge of your business and operational context.

The action plan presents the priority actions to complete in the short term.

Based on the analyzed data, it may specify:

This section helps you turn the report’s findings into concrete follow-ups.

The “Recommended Actions” section presents practical steps you can take to address the identified issues.

Each recommendation may include:

These recommendations provide a starting point for organizing your priorities and preparing your next improvement initiatives.

The report shows how NPS and response volume changed from week to week during the selected month.

This view helps you identify:

To enable notifications:

Tip: Enable email notifications to automatically receive the report and stay informed about what happened during the month.