Where are completed reports displayed for customer contacts?
Customer contacts who have been granted access can see all completed reports, which are connected to them.
Depending on the report type, e.g. satisfaction survey, quality report, or control report, reports can be filled out by either you as a customer contact, or an employee or supervisor from the cleaning business.
If you are looking for a specific report, you can filter the search results.
In this article, you will learn how to navigate the submenu Completed reports as a Customer:
How to find the completed reports
|In the menu, go to Reports > Completed reports
You can change the order of reports by adjusting the sorting, or filter your search to make it more specific
How to filter your search
|You can narrow down or broaden the time period by entering a start and end date
|Select a Report type
Click on the dropdown menu next to Report type to pick the type you want to see
|Select a specific Report
Click on the dropdown menu next to Report to select a specific report name
|Finally, click on Update to view completed reports that match your sorting
How to show a report
|Click on next to the report that you want to view
|You can now see the completed report