Contact Occurrences by Employee Report

The Contact Occurrences by Employee report provides information on the actions taken regarding the employee involved in a feedback, for example, investigation on a complaint.

Parameters

It can be based on a report group, specific employees, or a group of employees ranked according to how often they are mentioned in feedback reports.

The following graphic shows the parameters you can apply to generate the report.
Contact Occurrences by Employee Parameters dialog box
Table 1. Contact Occurrences by Employee Parameters
Parameter Description
From Month Month that the date range covered in the report starts.
To Month Month that the date range covered in the report ends.
Report Group Report Groups to which the employees mentioned in the feedback reports belong.
Employee Employees mentioned in the feedback covered in the report. (Choose this parameter or the Or # of Top Employees parameter to determine the feedback reports included in the report. If you choose this parameter, only the feedback reports that mention the selected employees are included in the report.)
Or # of Top Employees

Ranking of employees depending on how frequent they are reported, for example, if set to 10, feedback reports involving the top ten employees who are most frequently mentioned are included in the report.

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.

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 a report on a specific employee and a summary of her interactions with the investigator assigned to the feedback report in which she is mentioned.
Report Sample