Concern Reports
All selection criteria are included by default. It is only necessary to select filtering options when limited results are desired based on selection criteria.
Filtering Options
Choose a radio button option to determine how your results will be displayed in the report.
EXAMPLE: Run a report of all Concerns sorted by Product
Choose a radio button in the "Report By" section (eg Account).
Click on the Select Specific drop down list button. A popup screen will allow you to select a specific account.
Concern Status
Choose:
All: the date range will apply to ‘Date Received’
Open: the date range will apply to the ‘Date Received’
Closed: the date range will apply to the ‘Close Date’
Date Range
If no date range is specified, the date range is all dates. Dates should be typed in the following format: MM/DD/YYYY.
Account Category
Select one from the drop down list to filter Reports for specific Account Categories. Account Categories appear as one or multiple selections on the Categories Tab in the Account Notebook.
Account Type, Owner Department, Owner Location
Select one or more options from these lists by clicking on them with the mouse.
Choosing multiple selections from menus offering multiple sort options requires use of the Ctrl key on the keyboard. Press and hold the Ctrl key while using a mouse click to select/de-select items.
Include More Detail on Report
The default display of Concern report content is a summary line format. Choose the More Detail checkbox to generate a report with additional information for each concern. More detail will include Account Name, Product, Originator, Concern Type, Concern Category, Detail Description and Actions.
See also