Service Call Report Instructions

Use the Service Call Report to list the details of the customer service calls including the customer, location, call type, territory, priority, the responsible technician, the received, assigned and completed dates as well as, the current status of each call.  You can use the report to isolate high priority service calls that have not been assigned or completed, by sorting this report by priority and received date. You can isolate the frequency of service calls based on the geographical area and have accurate resource management information by sorting this report by territory.  You can also sort this report by technician to present assignments to each technician.

Tips:

• The Service Management View can also provide similar information as the Service Call Report.

• For more information about the buttons on the toolbar, see the Reporting Toolbar.

• At the Report Writer window, you can change the selection and sort options for the report.  For more information, refer to the Report Writer Overview.

Directions:

o see directions for...

• Opening the Service Call Report, click More.

   

  1.  Click Service Management from the Menu Bar.

  2.  Click Daily Work.

  3.  Click Service Call Report.

  Or, use the keyboard shortcut:  [ALT] [m] [a] [c].

   

  Service Call Report Window Example:

   

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Service Call Report Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Report Writer Prompts
  Report Writer Range & Sort	Review the Report Writer range and sort options and make changes, if applicable. Note:  For more information, refer to the Report Writer Overview.
  	To begin printing to the Windows® default printer, click Print, or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To run the routine and print to the Print View window, click here.
  Service Call Report Window 2 The following window displays after selecting the printer choice:
  Print Problems	To include the problem descriptions on the report, select this box. To exclude the problem descriptions from the report, leave this box unchecked.
  Print Notes	To include the work order notes on the report, check this box. To exclude the notes from the report, leave this box unchecked.
  Print Technicians	To include the technician codes on the report, check this box. To exclude the technician codes from the report, leave this box unchecked.
  	To continue with the report, click Continue.
  	To escape from the print routine without printing , click Close. Keyboard shortcut:  [ALT + c]

   

• Report Sample(s), click More.

   

  To see an example of the report, click Service Call Report Sample.