---
title: "Example report #8"
slug: "example-report-8-track-customer-satisfaction"
updated: 2025-06-05T22:42:37Z
published: 2025-06-05T22:42:37Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.g2.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Example report #8

This example report shows the average NPS for a product with G2 reviews. The NPS score provides an overall sentiment of whether a reviewer would recommend a product to other users.

Complete the following steps to run this report:

1. Go to the Salesforce Reports tab and select **New Report...**.
2. Select the **Other Reports **folder and then **G2 Products with G2 Reviews**, or search directly for G2 Products with G2 Reviews.
3. Select **Create**.
4. At the top of the page, select the **Show** drop-down and select **All g2 products**.
5. In the **Date Field** dropdowns, select the desired options for the date range the report should cover (for example, Current and Previous Month). For this report, G2 recommends selecting **All Time** for the Range field.
6. In the Preview window, select the Format dropdown and select **Summary** to change the report format.
7. Select the **G2 Product: G2 Product Name** column header dropdown and select **Group by this Field** to turn G2 Product: G2 Product Name into a report grouping.
8. In the left-hand side Fields bar, double-select **Add Formula** to open the Custom Summary Formula pop-up. Then, make the following selections:
  - **Column Name**: Enter a name for the formula.
  - **Where will this formula be displayed?**: Select **Grand summary only**. This option places the average NPS score at the bottom-right of each product grouping summary.
  - **Formula**: Select the **Summary Fields** dropdown, and then select **NPS** > **Average**.

![G2Reports_ExampleReportAverageNPS(2)](https://cdn.document360.io/1759d01c-b118-4f31-81f7-e4011071a6d4/Images/Documentation/G2Reports_ExampleReportAverageNPS%282%29.png)

1. At the top of the page, select **Save**.
2. In the Save Report pop-up, enter a **Report Name** and a **Report Description**. Report Unique Name auto-populates.
3. Pick a **Report Folder** from the dropdown, and then select **Save**.

The report should now be available in the Salesforce Reports tab in the report folder that was selected as the storage location.

### Enhancing example report #8: Customer satisfaction by company segment and industry

Example report #8 provides an average NPS score for a product, but you can also gain a more granular understanding of reviewer sentiment by adding filters for company segments, industry, and date ranges.

Complete the following steps to run this report:

1. Go to the Salesforce Reports tab and select **New Report...**.
2. Select the **Other Reports** folder and then **G2 Products with G2 Reviews**. Or search directly for G2 Products with G2 Reviews.
3. Select **Create**.
4. At the top of the page, select the **Show** dropdown and select **All g2 products**.
5. In the **Date Field** dropdowns, select the desired options for the date range the report should cover (for example, All Time). For this report enhancement, G2 recommends selecting options like **Current and Previous Month** or **Current CY** for the Range field to assess customer sentiment for certain periods and how it changes.
6. Select the **G2 Product: G2 Product Name** column header drop-down and select **Group by this Field** to turn G2 Product: G2 Product Name into a report grouping.
7. In the Preview window, select the Format dropdown and select **Matrix** to change the report format.
8. Select and drag the **Company Segment** field (G2 Review: Info folder) from the left-hand side Fields bar to the right of G2 Product: G2 Product Name to create a row sub-grouping.
9. Select and drag the **Industry** field (G2 Review: Info folder) from the left-hand side Fields bar to the top of the Preview window to add it as a column grouping.
10. In the left-hand side Fields bar, double-select **Add Formula** to open the Custom Summary Formula pop-up. Then, make the following selections:
  - **Column Name**: Enter a name for the formula.
  - **Where will this formula be displayed?**: Select **At a specific row/column grouping level**, and then **Company Segment** from the dropdown. This option places the average NPS score in the Grand Total column for each company segment row.
  - **Formula**: Select the **Summary Fields** dropdown, and then select **NPS** > **Average**.

![G2Reports_ExampleReportNPSBySegmentIndustry(2)](https://cdn.document360.io/1759d01c-b118-4f31-81f7-e4011071a6d4/Images/Documentation/G2Reports_ExampleReportNPSBySegmentIndustry%282%29.png)

1. At the top of the page, select **Save**.
2. In the Save Report pop-up, enter a **Report Name** and a **Report Description**. Report Unique Name auto-populates.
3. Pick a **Report Folder** from the dropdown, and then select **Save**.

The report should now be available in the Salesforce Reports tab in the report folder that was selected as the storage location.

## Related

- [Build custom Salesforce reports with G2 data](/build-custom-salesforce-reports-with-g2-data.md)
- [Four pre-built Salesforce reports](/four-pre-built-salesforce-reports.md)