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Reports Menu > Service & Maintenance > Service Jobs Report

 

The Service Jobs Report allows users to generate a report displaying a list of service jobs that were either created or completed within a specific date range using a selection of parameters.

 

Service Jobs Report Screen

Service Jobs Report Screen

 

Parameter Name

Description

Job/Completed Date

Job Date - Service Jobs raised between the starting and ending dates entered will be displayed.

Completed Date - Service Jobs completed between the starting and ending dates entered will be displayed.

Starting Date

Ending Date

The starting and ending dates for the service jobs you wish to see on the report.

Starting Customer

Ending Customer

Selected Customers

Starting Technician

Ending Technician

Selected Technicians

Include Unallocated Jobs

Starting Service Agreement

Ending Service Agreement

Selected Service Agreements

Warehouse Code

Parameters to restrict the service jobs you wish to see on the report.

Sort By

Customer - The report will sort and display by customer.

Rep Code - The report will sort and display by rep code.

Technician - The report will sort and display by technician.

Equipment - The report will sort and display by equipment.

Work Type - The report will sort and display by work type.

Warehouse - The report will sort and display by warehouse.

Referral Source - The report will sort and display by referral source.

New page per Section

Yes - When printed the report will print on separate pages when sorted by any of the Sort By parameters.

 

When the required parameters have been entered, the Service Jobs report will be generated.

 

Example of Service Jobs Report

Example of Service Jobs Report

  

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