Customer Contact Report

The Customer Contact report provides a compilation of the reports on the instances when an investigator communicates with a customer who has submitted a report of any feedback type.

Parameters

The following graphic shows the parameters you can select to generate the report.
Customer Contact Report Parameters
Table 1. Customer Contact Parameters
Parameter Description
From Date Start date of the time period covered in the report.
To Date End date of the time period covered in the report.
SubType Feedback subtype of the complaints to be included in the report.
Show Customer Name If selected, the name of the customer who submitted the feedback is shown in the report.
Show Operator Name If selected, the name of the employee mentioned in the feedback is shown 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.
Sort by EmployeeId If selected, the data is sorted by Employee ID.
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 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 graphic shows an example of an individual Customer Contact report. Note the page number at the bottom of the page, 5 of 16. This indicates that it is one of a series of reports associated with the selected Feedback ID.
Customer Contact Report