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How to Download a Complaint Report
How to Download a Complaint Report
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

When recording a complaint from a client, a Customer Service Representative–or CSR–enters details of the complaint and tracks its investigation through the Complaint's Profile. Generate information about a specific complaint into a PDF document following the process below.

Required permission(s): complaint_read, report_complaint_read

  1. In the Complaints module, select a complaint.

  2. Click Download PDF. This prompts the Complaint Report to download, in PDF format.


Visit the Complaints Reports sub-tab in the Reports module to generate a report on all complaints filed over a given time period.

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