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Interacting with Visualisations in ScorebuddyCX BI

A quick guide on interacting with visualisations in the ScorebuddyCX BI default dossier.

Written by Jane Lydon

As mentioned in the article ScorebuddyCX BI Structure and Terminology, each page within a chapter is made up of individual visualisations.

Within the Standard Reports dossier, these visualisations can be interacted with in several ways.

Changing the Report Filters

Throughout the reports, you'll notice button bars containing different attributes, such as Staff, Supervisor, Scorecard, and Group. These button bars let you change the attribute you're viewing within the report.

Sorting Data in a Table

Tables in ScorebuddyCX BI can be sorted in ascending or descending order. Right-click on the metric name and select the relevant option.

Drilling Down into Data

You can drill down into a data point to access the underlying data behind a value in the report. To do this, right-click on the data point and select Go to Page > Drill-down: Result & Comments Details.

Accessing All Comments from the Drill-Down View

On the Results and Comments Details page, left-click on a result to open a navigation menu. This allows you to move between summary comments and question-level comments for the selected score.

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