This Help File Page was last Modified on 03/31/2017
❑The Services Performed Report provides a summary of all Completed Work Orders within the specified Date Range.
•Data is listed by Service Type, and includes the W.O. #, servicing Technician, Hours used, Charges Invoiced, Subscriber Name and CSID.
✓Optionally, a brief explanation of the work performed on each Completed Work Order may be included.
✓Sub-Totals by Service Type are include for Hours, Charges and the number of Trips required.
✓Grand Totals are include for Hours and Charges.
•To Print the Services Performed Report:
a)From the Backstage Menu System Select Reports and Choose Service Tracking and Select the Services Performed option, or
b)From the Quick Access Menu, Select Reports and Choose Service Tracking and Select the Services Performed option
•The screen illustration below shows all of the default settings for the Services Performed dialog.
Services Performed Report - Options tab
❑Services Performed Report - There are three tabs on the Services Performed Report dialog.
•Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).
✓Start Date / End Date - By default, the starting and ending dates will be for the most recently completed month.
▪Use the Drop-Down Calendar/Date Entry fields provided to re-set these dates, if appropriate.
✓Print Description Of Services Performed? - Check this box if you want a brief explanation of the work performed on each Work Order included in this report.
✓Print Hours Detail? - Check this box to include the Labor Hours detail, that was entered for each Work Order, included in this report.
✓Print Inventory\Material Detail? - Check this box to include the Inventory & Materials detail, that was entered on each Work Order, included in this report.
✓Technician Group(s) - By default, Members of all Technician Groups will be included.
Selected Technician Group(s) are displayed in that field
▪About the Use of Technician Groups:
oEmployees (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.
✓Print - Click the Print button to Preview and optionally Print (to a File or a Printer) this Services Performed Report.
✓To Exit this Report dialog, Click the Close button 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.
Services Performed Report - Preview tab
✓Home - - Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.
✓End - - 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.
▪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) the displayed Services Performed Report.
✓Email - Click the Email button 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 on the right at the top of the Preview tab.
•Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.
Services Performed 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 on the right at the top of the Data View tab.