Recurring Service Preview

This Help File Page was last Modified on 03/31/2017

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Recurring Service Preview

This Help File Page was last Modified on 03/31/2017

The Recurring Service Preview Report - based on the previously entered Recurring Service Setup records - allows you to Print and/or View a list of Work Orders that will be generated for a specified Month and Year when the Auto Service (Automatically Generate Service Requests) function is executed.

To select, view and/or print the Recurring Service Preview Report:

a)From the Backstage Menu System Select Reports and Choose Service Tracking and Select the Recurring Service Preview option, or

b)From the Quick Access Menu, Select Reports and Choose Service Tracking and Select the Recurring Service Preview option

 

HelpFilesRecurringServicePreviewOption

Recurring Service Preview - Options tab

 

The screen illustration above shows the default settings for the Recurring Service Preview Report dialog.

 

Recurring Service Preview tabs - There are three tabs on the Recurring Service Preview dialog.

Options - Initially only the Options tab is shown until you make your Options selections (see the "Making the Selections" section below) and Select Print.

 

Period To Preview - This will list All Recurring Services that will be created for the Month and Year that's selected, based on the Recurring Service Setup records you have defined.

Year - By default, this will be the current Year, unless the Recurring Service Preview report is selected during the last Month of the current Year - in which case the Year presented will be next Year.  

Use the Drop-Down Selection List to Choose the required Year.

Month - By default, this will be next Month, unless the Recurring Service Preview report is selected during the last Month of the current Year - in which case the Month presented will be the first Month of the new Year.  

Use the Drop-Down Selection List to Choose the required Month.

 

Technician Group(s) - by default All Subscribers from All Technician Groups (and those Subscribers with no Technician Group assignment) will be included.

Optionally, Check each of the Technician Group(s) whose Subscribers are to be included:

 

HelpFilesRecurringServicePreviewCheckTechnicianGroups

 

Those Technician Groups(s) that are selected will be inserted into the Technician Group(s) field.

 

HelpFilesRecurringServicePreviewTechnicianGroupsList

 

About the Use of Technician Groups:

Employees (who are Technicians) may be assigned as Members of one or more Technician Groups (sometimes also referred to a Service Groups), based on their Skills, Location, Language, Company Division - or any combination of these.

A Subscriber may be assigned to only one Technician Group in the Service Info Section on the Edit Tab of the Subscribers Form (shown as the Tech Group field).

Therefore Selecting Technician Groups will limit the Subscribers listed to those assigned to selected Technician Group who have a Recurring Service Requirement defined that is actually due to be performed for the Period To Preview entered above.

Check one or more Technician Groups whose Subscribers are to be included in this Recurring Service Preview Report.

 

Sort by - Choose the order in which the information will be listed:

CSID - Lists the Recurring Service Preview by Subscriber's CSID

Subscriber Name - Lists the Recurring Service Preview alphabetically by the Subscriber's Name.

 

Show Address? - Check the Show Address? box to have the Subscriber's full address information included in the report.

 

Charts - Use the Drop-Down Selection List provided to request that a Pie or Bar Chart - that shows graphically the number of Subscribers in each Service Type - be included as part of this Recurring Service Preview report's output.

Note: If the Chart field is not presented, set the Report Charts field to True ("T") in Company Settings.

Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Recurring Service Preview 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.

 

HelpFilesRecurringServicePreviewPreview

Recurring Service Preview by CSID - Preview tab

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 arrow to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Recurring Service Preview.

Email - Click the Email button to open Outlook® and email this report to an address you specify.

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.

 

HelpFilesRecurringServicePreviewDataView

Recurring Service Preview - Data View tab

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View Form (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.