You can select the report to print a list of all your existing complaints as follows, starting from the Main Menu…
· Either click the “Reports” button…
o Select “Complaints” on the “Client” tab
o Click “Proceed”
· Or Click the “Complaints” button….
o Click “File” on the menu line and select “Print”
o Click “Complaints”
· Then on the “Print Complaints” dialogue, shown below…
o Use the “Print entries” to include all, or just the outstanding or overdue complaints
o Use the “Order by” dropdown” to sequence the list by date, category, client, adviser, complaint handler, policy type, compensation or stage
o Limit the list by entering start and end dates (n.b. two blank dates will list all complaints, while a blank start with a set end will list all up to that date, etc)
o If required, tick the option to “Show complaint details”
· Click “OK”