Job Site Service Report


Counter Menu -> Job Site Service Schedule -> REPORT button -> Job Site Service Report

The Job Site Service Report prints the customer number and name, with the contract #, the products on the contract and the service interval.
It can be sorted by date or by city.

After generating, this report can also be used to update the dates and information on the Job Site Service Schedule.

The prompts are:

FROM DATE
Accept the default starting date to include all jobs or enter the starting date for the report.
TO DATE
Accept today's date or enter the ending date for the report.

FROM CITY
Leave this field blank for all cities, or enter a city to start the list.
TO CITY
Leave this field blank for all cities, or enter an ending city for the list.

FROM POSTAL CODE
Leave this field blank for all postal codes, or enter a postal code to start the list.
TO POSTAL CODE
Leave this field blank for all postal codes, or enter an ending postal code for the list.

DIVISION, "ALL", OR "SEL"
  • Type ALL to accept all divisions in the one report.
  • To print the report for a single division, leave this field blank for the Head Office Division, or enter a specific division code, or select one from the drop-down list.
  • Type SEL to select a range of divisions or to select divisions by accounting region as outlined in Division Select By Region.

Note: The division selection is restricted by the Divisional Restricted Views assigned to the operator.


ZONE OR "ALL"
When the report is filtered by selecting a specific Zone, the Contracts returned must match the City or Postal code in that Zone as defined in Zones.
  • Type ALL to include Contracts from all Zones in the output.
  • To print the report for Contracts from a single zone enter the specific division zone, or select one from the Zone Search window.
    Only Zones defined in Zones for the selected Divisions can be selected and the search window only reflects Zones for the Division selection above.

OUTSTANDING CONTRACTS ONLY
Check this box to list only open contracts.
Uncheck this box to list all contracts, including open and closed contracts.

REPORT OPTIONS
This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Note: The ability to and method of updating the Job Site Service Schedule is dependant on the output option selected as explained below in the Update Date Serviced, or click on the information ? icon for an explanation.


SORT REPORT BY
If the output is to be Printed to a Report, select one of the following sort options:
  • Select Date/City to sort the list by Date and then by City within each date.
  • Select City/Date to sort the list by City and then by Date.
  • If the output is to be generated to an Excel spreadsheet the Zone option is automatically selected and cannot be changed.

    SECONDARY SORT BY SHIP ADDRESS
    Uncheck this box if the Excel spreadsheet output by Zone should list the Cities in the order they were entered in each Zones with any extra cities listed at the end.
    Check this box if the records should be sorted by the Street Name of the address, regardless of street number.

Finished?
Click ACCEPT to generate the report or CANCEL to abort.

UPDATE DATE SERVICED?
After the output has been generated, one of the following two options is provided:

Note: Using the spreadsheet output/import option to update the schedule allows multiple manually defined New Dates Serviced to be updated on each contract per the different product details where the last date becomes the Date Last Serviced for the contract, whereas using the report output with the direct update action only one Date Serviced per contract based on the service interval is updated on the schedule.


Topic Keyword: RSCH21
Converted from CHM to HTML with chm2web Pro 2.85 (unicode)