The Roll Up report provides a monthly summary of the feedback received per feedback subtype and report group by the selected divisions.
Parameters
The following graphic shows the parameters that you can set to generate the report:
Table 1. Roll Up Reports Parameters
Parameter
Description
From Month
Month when the date range covered in the report starts.
To Month
Month when the date range covered in the report ends.
Division
List of divisions involved in resolving issues raised in customer
feedback.
Include Valid Feedback
If selected, only feedback with the selected Feedback subtype that is
marked valid in the COM Investigator or COM Representative screen is included
in the report.
Include Invalid Feedback
If selected, only feedback with the selected Feedback subtype that is not
marked valid in the COM Investigator or COM Representative screen is
included in the report.
Checking both Include Valid Feedback and Include Invalid Feedback options
means that all feedback with the selected feedback subtype will be included
in the report.
Group By
The two options are:
Report Group - If selected, the data is sorted by Report Group, and then
added in the list.
No Group - If selected, the data is added in the A to Z Feedback subtype
list.
Export as
Format type of the report when exported – The options are:
csv - (comma or character-separated values) Comma delimited file
Excel - (Microsoft® Excel) Spreadsheet
PDF - (Portable Document Format) Viewed using Adobe
Reader® - This is set as the default.
RTF - (Rich Text Format) Formatted text
Word - (Microsoft Word) Formatted text
Archive Report
If selected, a copy of the report is saved so it can be later viewed in
the Report Archive module.
Sample Report
The following example shows the number of feedback reports per feedback subtype for a
selected division, West District over a four-month period.
Code refers to the abbreviation for either the Feedback type or Feedback subtype while
Nature of Contact is a detailed description of the Feedback type.
