Determine Excessive Services

This Help File Page was last Modified on 05/11/2017

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Determine Excessive Services

This Help File Page was last Modified on 05/11/2017

Determine Excessive Services is a major reporting tool designed to help better manage your Company's Service Contracts.

Based on the parameters you choose, the Excessive Services report lists those Subscribers who have had an excessive number of Service Requests within a specified time period.  

The Excessive Services report includes the following information:

a)Name of each Subscriber,

b)Work Order # of the Service Request

c)Date the Service Request was completed,

d)Technician who completed the Service Request,

e)Charge/ Cost incurred for providing the Service Request.

f)Optionally, the description of the Services Performed. may also be included on this Excessive Services report.

 

This Excessive Services report provides essential information when contemplating the Sale of a new, or Renewal of an existing Service Contract.

Knowing when you should (and should not) Sell and/or Renew an extended Warranty or Service Agreement greatly improves your Company's chances for profitability of these Recurring Service Revenues.

Part of that decision making process is clearly understanding the past service history of the Subscribers in question.

 

To access the Excessive Services Report:

a)From the Backstage Menu System Select Reports and Choose Service Tracking and Select the Determine Excessive Services option, or

b)From the Quick Access Menu, Select Reports and Choose Service Tracking and Select the Determine Excessive Services option

 

The Excessive Services Report tabs - There are three tabs on the Excessive Services Report dialog.

Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

 

HelpFilesDetermineExcessiveServicesReport

Excessive Services Report - Options tab

 

Start Date - By default it will be one year prior to the end of the most recently completed month.  

Enter whatever Start Date is appropriate using the Drop-Down Calendar/Date Entry field provided.

End Date - By default it will be the last day of the most recently completed month.  

Enter whatever End Date is appropriate using the Drop-Down Calendar/Date Entry field provided.

Number of Service Calls Considered Excessive - By default, 4. 

Enter the number that would represent excessive service calls performed within the Date Range specified, based on your Company's business model.

View Service Performed? - Check this box if you want a Description of the work that was provided for each of the Service Requests (completed Work Orders)listed on this Excessive Services Report.

Print - Click the Print HelpFilesPrintButtonWithUnderlinebutton to Preview and optionally Print (to a File or a Printer) this Excessive Services Report.

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton toward the bottom of the Options tab.

 

Preview - The Preview tab presents the report which resulted from the Options you've selected.

Up Arrow/Down Arrow - hi - Moves the report one line up, or one line down, respectively.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesDetermineExcessiveServicesReportPreview

Excessive Services Report - Preview tab with Descriptions

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Excessive Services Report.

Email - Click the Email HelpFilesEmailButtonbutton to send this report to an Email address of your choosing.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesDetermineExcessiveServicesReportDataView

Excessive Services Report - Data View tab

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons):

Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

To Exit the Data View tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Data View tab.