How do I create a voice-of-customer report?
A voice-of-customer (VoC) report combines numerical feedback analysis with an evidence-based narrative. Use a Dashboard for the metrics and generate the accompanying narrative with Agent where available, or adapt the prompts to the Wisdom experience in your workspace.
This walkthrough uses Login Experience as the product area. Keep the same product scope, customer segment, measured object, and reporting dates in the Dashboard and the narrative request.
1. Create the Dashboard
Open Dashboards and choose + New Dashboard when available.
If your workspace offers a Voice of Customer Report template, select it and choose Use This Template. Otherwise choose New Blank Dashboard and add the analyses you need.
Name the Dashboard, for example Login Experience VoC Report.
Templates and their contents depend on your workspace. Inspect the actual widgets rather than assuming a fixed set. Useful analyses can include feedback volume over time, sentiment, and the themes associated with the selected product area.
Creation and editing depend on your permissions. Ask an editor or administrator for help if the relevant controls are unavailable.
2. Set and save a consistent scope
Use Add Filter, or open Show Filters, to select the available taxonomy or metadata conditions for the product area and customer segment.
Choose Apply filters. Review the fields, values, and AND/OR grouping rather than relying on a product name alone.
Choose the reporting date range explicitly. For one edition, use the same start and end dates throughout the analysis. For recurring reporting, review the intended rolling period.
Choose Save to Dashboard when permitted to save the Dashboard's filter and duration settings.
Reopen the saved Dashboard to confirm the scope before subscribing or sharing. Dashboard filters are combined with each widget's saved filters; they do not replace them.
Check each widget's population, measure, and date range. The default date-range option can retain individual Quantify analyses' own ranges. A feedback-record count, an account count, and a percentage with a configured denominator answer different questions.
For calculation details, see Calculations on Quantify.
3. Generate and verify the narrative
Open Ask Agent, or Agent → New session, according to your navigation. If your workspace retains Wisdom, use its conversation interface. Open this separately from the Dashboard and restate the scope; do not assume that Dashboard filters automatically carry into the conversation.
Replace the placeholders in this request with the same scope and dates you used above:
Prepare a voice-of-customer report for Login Experience from [start date] through [end date], using [taxonomy or metadata conditions], [customer segment], and [sources]. State the searched scope, date interpretation, and measured object. Include a short narrative, the main pain points and positive themes, supporting customer quotes with source links, and two open questions. Distinguish observed evidence from hypotheses and recommendations. Explain how any counts or percentages were calculated, and state when evidence or attribution is unavailable.
Compare its numbers with the corresponding Dashboard queries. Check date boundaries, measured objects, denominator filters, source coverage, and overlapping groups before treating two different values as a contradiction.
Open the cited records and verify quotes in context. For call feedback, use the source recording or transcript where accessible; speaker names and timestamps may be unavailable. Generated text can be inaccurate or incomplete.
Use follow-up requests such as “Compare the same scope with the previous period” or “Separate requests from existing product issues.” Restate any scope that must remain fixed.
4. Configure recurring delivery deliberately
To send the saved Dashboard on a schedule, use its Subscribe control and review recipients, channels, frequency, and timezone. See Reports in Enterpret for the complete workflow.
A Dashboard subscription delivers the Dashboard's configured report. It does not automatically insert or regenerate a narrative from a separate Agent or Wisdom conversation. If the Dashboard includes a configured Feed summary widget, review that widget's saved prompt and output separately.
For a separate narrative, rerun the scoped request for each edition, or configure an available automation and verify its scope, schedule, delivery account, destination, and status. Asking to “notify me” is not by itself confirmation that recurring work is active.
Preferences do not replace report filters
Saved instructions or preferences can help with report style where supported. Confirm what was saved and where it applies. Set the actual Dashboard filters separately and state the narrative scope explicitly; a preference is not a data-access rule or a guarantee that every future query uses that filter.
Share the reviewed report
Use the Dashboard's available sharing and Copy Link controls for teammates with appropriate access. Use Export as PDF when offered for a nonempty Dashboard.
The Dashboard PDF contains its widgets; it does not bundle a separate conversation's narrative. Copy or export the reviewed narrative separately using the options available in that experience, then assemble the final report if you need both components in one document.
Before sharing, check the audience, sources, scope, dates, and supporting evidence. For more reusable requests, see Feedback analysis prompt examples.