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Help > REPORTS > Client Reports > Complaints Report
Complaints Report

This Report provides details of all Complaints captured in the Complaints tab in the CRM section of the application.

Search Parameters

Definition

Group

Allows you to search by Group

Carer

Allows you to search by Carer

Client

Allows you to search by Client

Date From

Allows you to define a start date for the search period

Date To

Allows you to define an end date for the search period

Category

Allows you to search by Complaint Category

Contact

Allows you to search by Client Contact

Service

Allows you to search by the name of Service the Client is receiving (as captured in their Scheduling Wizard)

 

Columns In Report

Data Displayed

Date

Date the Complaint was received (as captured in the Date field in the Complaints screen)

Client

Name of the Client making the Complaint or on whose behalf the Complaint is being made (if no Client has been specified, this will appear blank)

Client ID

Client’s ID Number

Carer

If the Complaint relates to a Carer their name will appear here

In Relation To

Profile Type (i.e. Carer/Staff Member) that the Complaint relates to (as captured in the Complaint in Relation to field in the Complaints screen)

Budget Holder

Department Contact linked to the Client’s Schedule

Group

Group the Client is linked with

Incident Level

Incident Level of the Complaint (as captured in the Complaints screen)

Risk Rating

Risk Rating of the Complaint (as captured in the Complaints screen)

Complaint Category

Category of the Complaint

Complaint Open Days

Number of days between the capturing of the Complaint and its resolution (or the present, if the Complaint is ongoing)

Description

Description of the Complaint (as captured in the Complaints screen)

Investg. Details

Notes captured in the Investg. Details field in the Complaints screen

Action Taken

Notes captured in the Action Taken field in the Complaints screen

Outcome

Outcome as captured in the Outcome field in the Complaints screen