How To: Print a Comment/Complaint Report
Table Of Contents
The Customer Comments and Complaints Report provides a summary of customer comments and complaints recorded in Khaos Control. The report can be grouped by both general complaint reasons and stock-specific reasons, helping you review trends and customer feedback.
You can run this report from either the [ Detail | CRM | Comments / Complaints ] tab within a customer record or from the CRM Manager Other Actions Menu.
Print the Report from a Customer Record
Use this method when you want to print the report for a specific customer or when you need the option to choose between a single customer and all customers.
Steps
- Open a Customer screen (show me how).
- Load the required customer record.
- Open the [ Detail | CRM | Comments / Complaints ] tab.
- Press Ctrl + P or click Print.
- If required, enable a date range filter:
- Enter the required date range.
- Click the filter button to activate the filter.
- When the filter indicator is green, the filter is active.
- Click OK.
- When prompted with "Print for this customer only?", select:
- Yes to print the report for the selected customer only.
- No to print the report for all customers.
- The report will be displayed.
Print the Report from CRM Manager
Use this method when you want to review comments and complaints across all customers.
Steps
- Open a CRM Manager screen (show me how).
- Press F9 or click the drop-down arrow next to Other Actions.
- Open the Complaints (Cases) tab.
- Select Print and then Customer Comments / Complaints.
- If required, enable a date range filter:
- Enter the required date range.
- Click the filter button to activate the filter.
- When the filter indicator is green, the filter is active.
- Click OK.
- The report will be displayed showing all customer comments and complaints within the selected date range.
Additional Information
The Customer Comments and Complaints Report is designed to help analyse customer feedback and identify recurring issues.
If you need a report focused specifically on complaints recorded against stock items, use the Complaint Summary Report instead.
Note: The Complaint Summary Report lists comments and complaints entered against stock items within the [ Customer | Detail | CRM | Comments / Complaints ] tab. Complaints are grouped by stock type. For more information, see How To: Print a Complaint Summary Report.