Overview

This article provides insights into the use of reporting categories within challenges to enhance the accuracy of reports. It includes a video tutorial and step-by-step guidance on setting up reporting categories effectively, particularly when using a two-stage feedback challenge with an Answer Some Questions stage followed by a Corporate Workflow stage.

 

Information

Learn how to use reporting categories to improve the precision of your reporting in challenges, especially those that involve multiple stages and require admin verification.

 

Here's Part 2 of Ian's Reporting tips! Today, Ian shows us what reporting categories can do for you, and how to best set them up.

You can choose reporting categories in your challenges for more accurate reporting.

As an example, let’s say you’ve created a two stage feedback challenge. Your first stage is an Answer Some Questions stage, and the second a Corporate Workflow stage to allow your Admins to verify the responses provided. If you set the reporting category to “Feedback” on the first stage, your reports could be less accurate.

If an Advocate completes the first stage, that completion will now count against the “Feedback” category in your reports, even though the response has not yet been verified.

To create more accurate reports, we suggest setting the first stage’s reporting category to None, while setting the Corporate Workflow stage to Feedback. This way, your reports will only reflect a new “Feedback” response once the challenge has been completed by the Advocate, and verified by the Admin.

We recommend this flow for any challenge ending with a “Corporate Workflow” stage.

 

FAQ

What are reporting categories?

Reporting categories are classifications used in challenges to categorize the data for more accurate reporting. They help in tracking the progress and completion of different stages within a challenge.

Why should I set the reporting category to None for the first stage of a challenge?

Setting the reporting category to None for the initial stage of a challenge ensures that the reports only reflect completions that have been verified by an Admin, thus maintaining the accuracy of the “Feedback” category or any other relevant category.

How does setting the correct reporting categories affect my reports?

Correctly setting reporting categories affects the precision of your reports by ensuring that only verified and completed challenges are counted in the respective categories, which is crucial for accurate data analysis and decision-making.