A voice-of-customer (VoC) report summarizes what customers are saying about a product area. It covers the main themes, sentiment distribution, and representative quotes. This guide walks you through creating one using Enterpret Dashboards and Wisdom.
The example used here is building a VoC report for the Login Experience.
Step 1: Create a Dashboard from the VoC template
Click Dashboards in the left navigation bar.
Click New Dashboard.
Select the Voice of Customer Report template.
Name the Dashboard. For this example: Login Experience VoC Report.
The template creates a Dashboard with pre-configured Quantify charts for volume trends, sentiment distribution, and top themes. You can also start with a blank Dashboard if you want to customize the structure completely.
Step 2: Scope the report to your product area
Click Add Filter next to the time range selector.
In the filter search, type your product area — for example, Login.
From the results, select the matching Adaptive Taxonomy node (L1, L2, or L3 depending on your scope).
Click Go.
Set a time range that matches your reporting period. For monthly VoC reports, use the last 30 days; for quarterly reports, use 90 days.
Click Save to Dashboard to persist the filter.
Step 3: Generate the narrative using Wisdom
The Quantify charts on your Dashboard show volume and sentiment metrics. Wisdom generates the written narrative that brings context and analysis to those numbers.
Click Wisdom from the main navigation or within the Dashboard.
Use this prompt (or similar) to generate your VoC narrative:
Write a voice-of-customer summary for Login Experience covering the last 90 days. Include: an overall narrative paragraph, the top three pain points with customer quotes and citations, the top positive feedback with quotes and citations, and two open questions for the product team to consider.
Wisdom generates a structured report grounded in your actual feedback data. Each quote includes a link back to the original feedback source.
Copy the Wisdom output and paste it into your VoC report document, presentation, or Slack message.
To refine the output, use follow-up prompts:
"Add a sentiment breakdown by customer segment."
"Show how this quarter's feedback compares to last quarter."
"Highlight the top feature requests."
Step 4: Automate recurring reports
To receive this report automatically at regular intervals:
Click Subscribe on the Dashboard and set a frequency (monthly is common for VoC reports).
Choose delivery method: email, Slack channels, or both.
Click Subscribe.
Your Dashboard report will be sent automatically at the chosen frequency. For the Wisdom narrative portion, run the same prompt at your reporting cadence and copy the output into your report document.
Tip: You can also create a Wisdom Rule to automatically scope your queries to your product area, so future prompts only see relevant feedback without needing to specify the filter each time.
Using Wisdom Rules to streamline VoC reports
Wisdom Rules (available as of January 2026) let you set up permanent context filters for your questions. For example, create a rule like:
"When I ask a question about Login, always filter to only feedback tagged with Login in the Adaptive Taxonomy and only from enterprise customers."
Once set up, all your Wisdom questions respect that rule automatically, eliminating the need to specify those filters in every prompt.
Sharing and distributing your VoC report
Once complete, you can:
Export the Dashboard and Wisdom narrative as a PDF
Share the Dashboard with stakeholders for live access to updated data
Schedule recurring delivery to email or Slack
Embed the Dashboard in a wiki or internal documentation site
For details on sharing and reporting options, see the Reports in Enterpret article.