How do I group complaints by hospital account?
Ticketclosed
Menlo Quay Medical · How do I group complaints by hospital account?
Orla Mannion asked how to group complaints by hospital account. Olivia Grant showed the view setting, and Orla said it worked but asked whether grouping is logged in the record.
What happened
What this says
As at Fri 9 Oct 2026Orla Mannion asked how to group complaints by hospital account. Olivia Grant showed the view setting, and Orla said it worked but asked whether grouping is logged in the record.
Problem: Orla Mannion could not work out how to group the complaint log by hospital account, so each account's open and closed records would show together.
Handling: Olivia Grant, a Support Engineer, explained that grouping is set in the view settings rather than the dashboard. The first response took 940 minutes.
Watch: On 13 May 2026 Orla asked whether grouping is logged as a complaint in the record or is only a view. The record does not show an answer before the ticket was solved on 29 May 2026.
Details
Updated 9 Oct 26Trail
created · Orla Mannion 11 May 2026 10:31Hello, I'm trying to see all complaints grouped by hospital account, so each account shows its open and closed records together. I can see the complaint log, but I can't work out how to group it by account. Is this something in the dashboard, or a view setting? Thanks, Orla- Public reply · Olivia Grant 12 May 2026 02:11Hi Orla, thanks for the question. The grouping is set in the view settings rather than in the dashboard itself. Open the complaints view, choose to group by account, and then pick the hospital field. Let me know if the records don't come up together. Cheers, Olivia
- Public reply · Orla Mannion 13 May 2026 13:31Thanks, Olivia. That's exactly it, the view is now grouped by account. If I set it up this way, is it logged as a complaint in the record, or is it only a view? Let's check the record before I show my team. Thanks a million, Orla
- Status change · 2 Jun 2026 23:59