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Reports help teams export grievance, complaint, and concern data for leadership review, QAPI, operational follow-up, and survey preparation.

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Create a report

  1. Open Reports.
  2. Select New report.
  3. Choose the grievance log report.
  4. Select the format: CSV, XLSX, or PDF.
  5. Choose filters such as facility, status, category, assignee, or date range.
  6. Start the report.

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Download a report

Reports may take a moment to generate. When the report is ready, select Download.

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Include attachments

If available, choose the option to include attachments when you need the supporting case files in the export package.

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Before sharing a report

Confirm the facility, date range, status filters, and included attachments. Reports may contain sensitive resident or reporter information, so share them only with approved team members.