Use reports to quickly access, analyze, and share important metrics and improve key areas of your Bazaarvoice program.

Here are a few examples of what you can do with reports:

  • Track the ratings for a specific product, product category, or brand.
  • Provide executive-level performance summaries for multiple brands.
  • Inform your customer service team about reviews that moderators have tagged with customer service issues.
  • Alert your legal department about reviews that might contain legal liability issues.
  • Track Bazaarvoice moderation approvals and rejections.
  • Customize data exported from Insights.

Watch this video to learn more about working with Bazaarvoice reports.

Read the following information about creating and optimizing reports:

Required solutions and roles

To work with reports, you must be assigned the following solutions and roles.

You must have this solution: and one of these roles:
  • Reports Contributor
  • Reports Administrator
  • Account Administrator


The following table lists tasks and the roles needed to perform them.

Note: Unless specifically indicated, allowed actions apply to all reports created by any user in the same Bazaarvoice instance.
Task Reports Contributor Account Administrator
Reports Administrator
Create reports
View reports
Duplicate reports
Download reports
Edit reports report owner only
Delete reports report owner only

Learn more about how solutions and roles are assigned in the Bazaarvoice Portal.

Personally identifiable information

Reporting capabilities are further refined based on access to personally identifiable information (PII). The PII access permission setting grants active Portal users access to PII.

Note: An active Portal user is any email address associated with an active Bazaarvoice Portal (SSO) user account.

Refer to the following table for rules that apply to sending and receiving reports that contain PII.

  Who can send? Who can receive?
Report does not contain PII Any active Portal user with access to reports Any active Portal user
Report contains PII Any active Portal user with access to reports and PI access permission Any active Portal user with PII access permission

Users without PII access permission can see reports that contain PII in the list of reports, but cannot take action on them.

Redacted PII

The ability to view information contained in reviews, questions, answers, and comments that contain PII is restricted based on report sender and recipient permissions. If a sender or recipient does not have PII access permission and content is marked with the PII content moderation code, information contained in text and title fields may be redacted from R&R Export and Q&A Export reports.

Learn how to get PII access.

Get started with Reports

To view and manage reports:

  1. Sign in to the Bazaarvoice Portal .

    Note: If you cannot sign in, contact your Bazaarvoice Engagement Manager for assistance. Learn more about Portal permissions and user accounts.
  2. From the Portal menu hamburger menu located in the upper-left corner, select Reports.

    The Reports page appears.

  3. If your company has more than one instance, use the instance selector (located near the upper-right corner) to move between them. Type the name or scroll through the list to select the one you want.

    The list refreshes to display reports associated with your selected instance.


Go to the Reports page to manage reports. It provides at-a-glance status information about current reports, including:

  • Creator email address
  • Date created
  • Run schedule (daily, weekly, monthly, or none)
  • Last run date

Sort reports

Select a column heading to sort the list by that column. Select the column heading again to change the sort order.

Search for reports

Use search field to locate a report by name or creator. Enter search information, then press Enter to search.

Action Menu

Select the Action Menu () to:

Note: Available actions depend on your assigned role and report availability. See Required solutions and roles for details about role-based capabilities and limitations.

Generate reports on demand

Select Generate from the Action Menu to generate reports at any time. Generating a report on demand does not impact its scheduled run days.

Create reports

Select + New report to create a report.

Each report begins with a template. Available templates differ depending on your implemented Bazaarvoice solutions.

Templates are grouped in two categories: product and program performance, and data exports.

Product and program performance templates

The R&R key metrics and Q&A Key Metrics templates return summarized, calculated metrics to show how your program is performing.

These templates group data by non-numerical fields you choose. For example, to create a report of data broken down by product, include the Product ID or Product Name attributes in the report. Alternatively, to see data aggregated by Brand or Category, add those attributes to the report and remove the Product ID and Product Name attributes. A third option would be to use Brand and Category to break down data and generate a report in which each row would show data by those attributes.

Limited to users with access to more than one instance, this template offers key summary data of volume, coverage, and consumer sentiment across multiple instances.

To support data privacy, users cannot:

  • Create a Multi-instance R&R Key Metrics report that includes an instance they cannot access
  • Download, duplicate, edit, or delete Multi-Instance R&R Key Metrics reports that contain data for instances they cannot access

Available volume information includes:

  • # Displayable reviews
  • # Approved reviews
  • # Submitted reviews
  • # Family shared reviews
  • # Syndicated reviews (Inbound)

Available coverage information includes:

  • # Products
  • % Products with displayable reviews
  • # Product page views
  • % Product page views with reviews

Available information related to consumer sentiment includes:

  • Approved average rating
  • % 4+ star reviews (Approved, native)
  • % Would recommend to a friend (Approved, native)
  • Net promoter score
  • % Detractors
  • % Promoters
  • % Products with 1, 2, 3, 4, or 5 stars from displayable reviews
  • % Negative reviews not addressed by client

Limited to users with access to more than one instance, this template offers key summary data of how content syndicated from multiple instances has impacted Network destination review collection and matched product coverage.

To support data privacy, users cannot:

  • Create a Multi-Instance Network Impact report that includes an instance they cannot access
  • Download, duplicate, edit, or delete Multi-Instance Network Impact reports that contain data for instances they cannot access

Available Network collection information includes:

  • # Network sources
  • # Network destinations
  • # Network destination reviews without syndication
  • # Network destination reviews with syndication
  • # Syndicated reviews (Outbound)

Available Network coverage information includes:

  • # Network destination products
  • % Network destination products with only syndicated reviews
  • % Displayable reviews from syndication on matched Network destination products

This limited-availability template is designed to help retailers make data-driven recommendations. These recommendations help vendors and brands improve their content and presence on the digital shelf.

Add or remove fields and data to configure the report, such as Vendor Name and other custom product attributes that are important to your vendor management strategy. As with other reports, sorting and filtering the data allows you to improve focus and reduce report size.

Watch this video to learn more.

The Coverage Opportunity template highlights two key product metrics: number of product page views and number of displayable reviews. This comparison reveals how to improve product coverage by collecting reviews for products that need them most.

This template presents key engagement data to help you understand the performance of your review collection methods such as email notifications and review request email and text message campaigns.

Understand how many of your review request messages were:

  • Sent
  • Delivered
  • Opened

Understand how many of your review request messages:

  • Contained links selected by users
  • Successfully collected a user review
  • Bounced due to undeliverability
  • Users marked as spam or filed complaint against
  • Prompted users to unsubscribe from receiving future review requests

Apply filters to narrow the focus of your report. Filters available in this report:

  • Date range
  • Message type
  • Deployment zone
  • Locale

Group review request message engagement by device type and time of day/week to inform your review request campaign strategy and optimize performance. Group dimensions available in this report:

  • Message type (Default)
  • Device type
  • Time of day
  • Day of week

This template shows how your ReviewSource program has impacted review volume, review coverage, and product ratings on your site during the previous 12 months.

This template returns aggregated data showing how the ReviewSource program has impacted review volume, review coverage, and product ratings for each site you syndicate to.

This template returns aggregated data showing how the ReviewSource program has impacted review volume, review coverage, and product ratings for each product at each site you syndicate to.

By default, the report includes active and inactive products for the native and network product sets. To limit results to active products syndicating to active destination products, you must manually remove products from the report whose Product Status or Destination Product Status are Inactive.

Use this template to measure the impact of your sampling campaigns. By default, the generated spreadsheet includes the following details for each campaign, by product:

  • Number of samples requested
  • Number of samples shipped
  • Number of submitted reviews
  • Number of approved reviews
  • Average rating of approved reviews
  • Percentage of approved reviews that indicate they would recommend the product
  • Total approved reviews that include media

The e-commerce conversion impact report reveals key information about the impact of Bazaarvoice content on your online business by describing the differences in purchasing behavior between visitors who interacted with Bazaarvoice content and those who did not, based on unique monthly visitors and a 3-day conversion attribution window. When a visitor completes a tracked order, the report attributes that order and its revenue to the highest engagement visit within three days of their initial visit to the product page.

This report is processed monthly and data is typically available on the sixth day of the following month. You cannot filter the report to a date range less than a full month, but you may combine metric performance data from multiple months into a single report.

The non-commerce conversion impact report reveals key information about how engaged visitors are with Bazaarvoice content on your online business site by tracking non-transactional conversion goals, based on a non-rolling, calendar-based, monthly attribution window. When a visitor completes a tracked goal, the report attributes the goal completion to the visitor's highest engagement visit occurring the same month as the goal completion.

This report is processed monthly and data is typically available on the second day of the following month. You cannot filter the report to a date range less than a full month, but you may combine metric performance data from multiple months into a single report.

Data exports

These export templates provide native content data in raw, unaggregated format. Each row is an individual review, question, or answer. Select one of these templates to perform custom analysis of your Ratings & Reviews or Questions & Answers programs, and to share interesting data with others in your organization.

Select to export your product catalog. Configure the report to show data about all products, active products, or inactive products.

Use the report to identify areas of your catalog that are missing data. Then, pass the file to people in your organization who can fill in those gaps. You can also use the report to see category or brand IDs that Bazaarvoice may have generated for you.

Replaces the Connections Question Response report. Use this template to download raw network questions and answers data into a spreadsheet (.xlsx or .csv).

Replaces the Connections Review Response report. Use this template to download raw network ratings, reviews, and responses data into a spreadsheet (.xlsx or .csv).

Use this template to gauge the effectiveness of your responses to reviews and questions across retail destination sites.

Follow these steps to create and customize a report from your selected template.

Step 1: What data do you want to see?

Select the data you want to include in your report. Use the arrow controls to move data from Available Metrics to Selected Metrics.

If you are editing a report, previously selected and saved metrics appear in Selected Metrics.

  • Press Shift and select multiple metrics. Then use the arrow controls to move them as a set.
  • Scroll available report data or use the Search field to locate data to add to your report.
  • Drag data fields in Selected Metrics up or down to re-order their display in report output.

Step 2: How do you want it grouped?

This step applies only to product and performance reports.

Select Available Dimensions to determine how to group data in your report. Move one or more selections to Selected Dimensions.

Step 3: Narrow the size and focus

Use filters to quickly access common customizations:

  • Select or specify a date range for included report data
  • Select common report data to include in the report
  • Limit the report to specific product, brand, or category IDs
  • Limit the report to one or more product attributes
  • Limit the report by product status, moderation status, or moderation codes

Sort data

Use Sort by to further customize the report. Select up to three data fields on which to sort report output and a sorting direction (Low to High or High to Low).

Set row limits

Enter a value to limit the number of rows included in the report. Limiting the number of rows may improve report focus and reduce file size. The maximum (default) number of rows is 1,000,000.

Step 4: Set delivery options

Specify the report name, format, schedule, and email recipients.

Name the report

Enter a unique name for the report.

Tip: As your list of reports grows, naming your reports consistently will help you sort and locate them.

Select the report format

Select XLSX (Microsoft Excel 2007+) or CSV (plain text, double-quoted, comma-separated values).

If you select XLSX, optionally include report details in the report header. Details include the report name, date range, and other selected filters.

Schedule the report (optional)

Select daily, weekly, or monthly to run the report on a predetermined date.

Select recipients (optional)

By default, you will receive an emailed copy of your report each time it runs.

To send the report to another qualified recipient, enter a valid email address and select Add. Repeat this step for each intended recipient. Bazaarvoice sends qualified recipients an email notification that includes a link to download the report when available.

Note: Qualified email recipients include only email addresses associated with active Bazaarvoice Portal (SSO) accounts.

Run the report

When you have finished making selections, select Run report or Schedule report.

A message indicates that the report was successfully submitted, and the new report appears in the list. Generating… appears under the Action Menu to indicate the report is running.

Manage reports

Depending on your assigned capabilities, you can perform the following report management tasks:

Edit a report

Edit a report to change its name, included data, schedule, or delivery details.

  1. From Reports, select a report from the Report name column.
  2. Make changes as desired, and then select Save changes.

    Note: Changing a report name does not duplicate the report. Use the Duplicate feature to clone a report.

Download a report

After it generates successfully, a report is available for download. Make a selection from the Action Menu:

  • If a single report is available, select Download latest.
  • If two or more reports are available:

    • Select Download previous.
    • In Report history, select the report you want to download.

The report downloads to your default downloads directory.

Duplicate a report

To duplicate (clone) a report:

  1. From Reports, select Duplicate from the Action Menu in a report row.
  2. (Optional) Make changes as needed.
  3. Select Run Report or Schedule report.

    A message indicates that the report was successfully submitted, and the duplicated report appears. The Action Menu shows that the report is generating.

Delete a report

To delete a report:

  1. From Reports, select Delete from the Action Menu in a report row.
  2. In the dialog box that appears, select Delete to confirm.

Customize Insights data

Bazaarvoice Insights users gain expanded reporting capabilities with the Customize in Reports feature. Use this feature to export selected categories of data from Insights to Reports. After export, you can further customize output and schedule Insights data reports to run automatically for ongoing analysis.

For more information about this feature, read Customize Insights data.

Common questions

View the following questions and answers to better understand reporting features, details, and limitations.

Depending on your assigned roles, you may not be able to perform some tasks. For example, you may not be able to edit or delete reports that you didn’t create, or share reports with certain email recipients. Read more about capabilities.

Available templates differ depending on which Bazaarvoice solutions you have implemented.

No. Because users must accept the Terms of Use (displayed when enabling the PII Access permission), we cannot auto-assign PII Access to any users on your behalf. Users with the Account Administrator role and PII Access permission must grant PII Access permission to other users.

You may be excluded from reports containing personally identifiable data (PII). Find out why.

It depends on how much data is included in the report. Reports with large data sets may take up to 24 hours to run.

Reports expire 14 days after they are generated.

Typically it takes 48 hours before raw data and metrics are available in reports. For example, if a review is moderated, the data may not be available in our reporting systems for 24 hours. It can take another 24 hours before aggregated metrics can be built on that data.

Good use cases for this report include:

  • Performing custom analysis with Excel PivotTables, to conduct on-demand exploration and analysis of native Ratings & Reviews data.
  • Viewing native reviews collected during a specific time period, a specified product category, or another dimension.
  • Filtering for specific content codes. For example, your legal department might want to review data associated with content codes tagged “LI” for legal issues.
  • Discovering themes across reviews that reveal trends or quality issues.

Similar to the R&R Export template, the Q&A Exports template is appropriate for custom exploration and analysis.

Note: Data available from this template excludes Connections Premium content.

Begin typing in the Search box under Available metrics.

Select an item (Shift+select for multiple items), and then use the arrow controls to move it to My report.

The quality of data available from your product catalog directly impacts generated reports. For more information, read Why is the product catalog important?

Portal reports typically provide improved features compared to legacy Workbench reports. The following table lists Workbench reports and the Portal reports nearest in functionality:

Workbench Analyst Report Portal Report
All Reviews Report R&R Export
All Reviews by X Report R&R Key Metrics
All Questions & Answers Report Q&A Export
All Questions & Answers by X Report Q&A Key Metrics


The following information may help if you encounter errors when using reports.

You may receive this error when opening Microsoft Excel Windows 10 Pro or Windows 7. Follow these instructions to resolve the issue.

You may receive this error if your computer does not have sufficient memory or processing speed to open a large Excel file. Try running the report with a smaller data set. If that's not an option, try running it from a computer with more RAM or a faster processor.