The Reputation report in Aesthetix CRM gives your practice a single view of every review request you have sent, who received it, whether it was submitted, and how your review performance is trending over time. It lives under Reporting in the main navigation, and it works alongside the tools in the Review Management collection, which is where you actually configure review request templates, automations, and platform connections. This guide covers the report itself: what each tile means and how to use it.
Access to individual tiles and actions may vary based on your user permissions.
Click Reporting in the left navigation.
Select the Reputation report from the list of available reports.
From here you will see a dashboard made up of several data tiles, each covering a different part of your review activity. You can change the timeframe on any individual tile without affecting the others.
You can send a review request to an individual patient directly from this report instead of waiting for an automated request to go out.
Click Send Review Request.
Enter the patient's name and either a valid email address or phone number.
Send the request.
To change how the review request looks (the message, branding, and platform links a patient sees), go to the Reputation Management settings in your CRM. That configuration, along with automated request workflows, is covered in the Review Management collection rather than here.
Your invite goal encourages your practice to keep sending review requests consistently. As you send more invitations, the goal adjusts and increases, giving you a new target to work toward. Every 20 requests sent moves the goal up, which keeps your team engaged in collecting patient feedback and using it to improve the practice.
This tile summarizes the total number of reviews your practice received within the selected timeframe, along with the percentage increase or decrease compared to the prior period. It also breaks down which platforms those reviews came from (Google, Facebook, and any other connected review sources), which helps you see where patients are actually leaving feedback and where you may need to focus more attention.
This tile graphs your review ratings over the selected timeframe so you can see the distribution of ratings and spot trends. It also shows the percentage change in your overall average rating for that period, which is useful for tracking patient satisfaction and deciding where service improvements are needed.
Reviews rated 4 stars or higher count as positive sentiment; reviews rated 3 stars or lower count as negative sentiment. This tile shows how positive and negative sentiment have each moved, as a percentage, over the selected timeframe. Use it to gauge overall patient satisfaction and flag areas that need attention before they affect your online reputation.
This tile tracks how consistently your practice is sending review requests over time. Reviewing it regularly helps you see whether your team is keeping pace, spot gaps in your outreach, and decide whether you need to increase how often you ask patients for reviews.
This tile graphs the number of reviews received over the selected timeframe, so you can see fluctuations in review volume and understand how your feedback patterns are changing period to period.
This tile lists your most recent review requests, including the recipient's name, the email or phone number used, and the date the request was sent. It is a useful reference if a patient says they never received a review request, since you can confirm exactly what was sent and when.
To see the full history rather than just the most recent entries, click View All Review Requests, or open the Requests tab from the secondary navigation.
This tile lists the most recent reviews your practice received, including the submission date, star rating, and the platform the review was posted on.
To see the full history, click View All Reviews, or open the Reviews tab from the secondary navigation.
Each tile can be filtered independently so you can compare different periods across different metrics.
Click the three vertical dots in the top right corner of the tile you want to change.
Choose the timeframe you want to view.
This lets you keep, for example, Reviews Received on a 90-day view while checking Invite Trends over the last 30 days.
Where do I find the Reputation report? Go to Reporting in the left navigation and select the Reputation report.
How is this different from Review Management? The Reputation report shows you the data: requests sent, reviews received, ratings, and trends. Setting up review request templates, automations, and which review platforms you collect from is handled in the Review Management collection.
Can I send a review request to one patient without waiting for automation? Yes. Use the Send Review Request button on the report and enter the patient's name plus a valid email or phone number.
What counts as a positive review in the sentiment tile? 4 stars and above is treated as positive sentiment; 3 stars and below is treated as negative sentiment.
Why does my invite goal keep changing? Invite goals increase every 20 requests sent to keep encouraging consistent outreach. This is expected behavior, not an error.
A patient says they never got a review request. How do I check? Open the Latest Review Requests tile (or View All Review Requests) to confirm the recipient, contact method, and send date for that request.
Can I set a different timeframe for each tile? Yes. Click the three-dot menu in the top right of any tile and choose its timeframe independently of the other tiles on the report.
Which platforms show up in Reviews Received? Any review platform connected to your practice through Reputation Management, such as Google and Facebook, will appear as a source in this tile.
Will everyone on my team see the same tiles? Not necessarily. Access to certain tiles and actions can vary based on your user permissions.
Where do I change how a review request looks to patients? Go to the Reputation Management settings in your CRM to customize the message and branding, or see the Review Management collection for full setup steps.
