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Overview


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In Salesforce.com, you can extract a report about complaints by resolution site and adapt it. However, the most advanced reporting is available in Qlikview (via the Analytical tab) which offers specific dashboards for Complaints monitoring and follow-up.

In this section, you will find information about the Qlikview dashboard for Complaints (user guide) and another report available in Salesforce.com (see below - second link)

Qlikview:

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Salesforce report:

In this section, you will find information about:

  • The report by resolution sites
  • How to adapt it for you
  • How to export it to Excel

 

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Concerned profiles:

     ALLComplaints - Customer service

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Step By Step


Image AddedComplaints can be grouped by Resolution Site using Reports.
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Image AddedReports can be customized to add additional filters by clicking on the Customize button.
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Image AddedTo add a filter, click on the Add button next to Filters. This will add a filter line.
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Image AddedLet’s filter on the 51OB and 51MC Resolution Site codes.
•In order to do this populate the filter as follows, click on OK:
-“Resolution Site Code: Name” EQUALS “51OB, 51MB”
•Now click on “Run Report.
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Image AddedThe Report is now filtered on the 51OB and 51MC Resolution Site codes.
•It can be exported to an excel by clicking on Export Details.
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Image AddedThe Report is now exported in Excel
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