Reports, Client, Complaints

Use this report to list and analyse the complaints made against your business. You can use it to check for outstanding and overdue complaints, and order it by category, stage, adviser, etc.

To run the report, starting from Durell’s Main Menu…

• Click the “Reports” button
• Select “Complaints” and click the “Proceed” button
• On the “Print Complaints” dialogue, shown below…
• Enter a date range, as required (n.b. Blank to date = all up to that date. Date to blank = all after that date. Both dates blank = all entries regardless)
• Use the “Print entries” dropdown to select which complaints to include (e.g. all, incomplete or overdue)
• Use the “Order by” dropdown to sequence the report by adviser, stage, date started, etc
• Optionally choose to include the complaint details (i.e. their text)
• Click “OK”