Complaints Export

You can bulk export complaints as a spreadsheet with one row per complaint, or as PDF documents with one PDF per complaint bundled into a ZIP.

Finding the Complaints Export

Open Exports, select Create Export, then select Complaints under Forms. The export needs the Feedback feature.

Creating the Export

Once you're in the Complaints Export, use the Export Filters to refine what is included. All filters are optional. Leave them blank to export every complaint. Complaints submitted through a form you cannot view are omitted.

• From and To limit the export by the complaint's creation date.
• Status limits the export to complaints with a specific status.

Export Format

Under Export Format, choose Excel or PDF:

• Excel creates an Excel workbook (.xlsx) with one row per complaint.
• PDF creates a formatted PDF for each complaint. When more than one complaint is included, the PDFs are bundled into a ZIP file.

The spreadsheet starts with Reference, Status, Sentiment, Assignee, complainant and subject details, Details, Follow-up Details, Created, Submitted At, and Submitted By. It then adds the fields used by the complaint forms represented in the results. Dates and times use your provider timezone.

Export Options

• Exclude archived is on by default, so archived complaints are left out.
• Exclude staff surnames is off by default. When selected, staff names are abbreviated to a first name and last initial in the spreadsheet and PDFs.

When you are ready, select Create Export.

Downloading the Export

When the export is ready it will appear on the Exports page where you can click Download to save it to your device.