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:

• Where can I find completed reports?
• How do I filter my search?
• How can I view a completed report?

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