Bad Accounts Report
Bad Accounts Report
Bad Accounts Report
Module: Account Management
Overview
Use the Bad Accounts report to view - on a monthly basis - the accounts that have excessive signals, sorted by the number of signals, greatest to least. This report helps you determine whether an account with excessive signals is having an ongoing problem.
To access this report, choose Bad Accounts (report #2157) from the main menu of SBN.
The Bad Accounts Report
This window contains two panes: use the upper pane to define the content of the report; use the lower pane to define the job output - how, when, and where you want to print the report.
Note: See Report Parameters Pane for information on the fields in the lower pane, which are the same in every report.
Field Descriptions
The following table describes the fields used in the upper pane of this report.
Field |
Description |
Period |
|
Date - From |
You may select a range of dates to limit the report to accounts with excessive signals within that range. Select the beginning date of the range. |
Time - From |
You may select a range of time to limit the report to accounts with excessive signals within that range. Select the beginning time of the range. |
Date - To |
You may select a range of dates to limit the report to accounts with excessive signals within that range. Select the ending date of the range. |
Time - To |
You may select a range of time to limit the report to accounts with excessive signals within that range. Select the ending time of the range. |
Event Range |
|
Event - From |
You must select an event type or a range of event types to include in the report. Select the event type or the beginning event type of the range. |
Event
- To |
If you select a range of event types to include in the report, select the ending event type of the range. |
Count |
You must type a number of occurrences of the selected events to limit the report. O If you leave this field blank, SBN defaults to 999 events. If you type 0, the report runs for all accounts that have had any signals for the period requested. |
Include Test Alarms |
Enter a check mark in this box to include log-only signals in the report. |
Use Branch From |
You must select the type of branch to include in the report: l Installation l Service |
Dealer Ranges |
|
Dealer |
You may select up to three ranges of dealer IDs to limit the report to dealer IDs within the ranges. Select the beginning dealer ID of a range. (These menus originate from program #1537.) O If you leave the fields blank, the report includes all dealers in your user profile. O Branch restrictions apply. |
Dealer |
You may select up to three ranges of dealer IDs to limit the report to dealer IDs within the ranges. Select the ending dealer ID of the range. (These menus originate from program #1537.) O If you leave the fields blank, the report includes all dealers in your user profile. O Branch restrictions apply. |
Exclude |
You may exclude ranges of dealer IDs from the report by selecting the ranges and then entering a check mark in the corresponding Exclude box. |
Branch Ranges |
|
Branch |
You may select up to three ranges of branches to limit the report to branches within the ranges. Select the beginning branch number of a range. (These menus originate from program #1530.) O If you leave the fields blank, the report includes all branches in your user profile. O Branch restrictions apply. |
Branch |
You may select up to three ranges of branches to limit the report to branches within the ranges. Select the ending branch number of a range. (These menus originate from program #1530.) O If you leave the fields blank, the report includes all branches in your user profile. O Branch restrictions apply. |
Exclude |
You may exclude ranges of branches from the report by selecting the ranges and then entering a check mark in the corresponding Exclude box. |
Running and Viewing a Report
For information on running and viewing a report, see Common Functions in SBN.
Saving the Report in Microsoft Excel
Use the following steps to save the report in Microsoft Excel (one of several available formats):
1. In the Print Preview window, choose Save Report.
‰ The Save As dialog box opens.
2. Complete the fields:
l In Save In - select the destination location for the file.
l In File name - type a name for the file.
l In Save as Type - from the menu, select excel files (*.xls).
3. Choose Save.
‰ The Excel Setup dialog box opens.
4. Select the settings you want to use to set up Excel.
5. Choose OK.
‰ Your report is saved in Excel.
Report Example
The following graphic shows an example of the output of the Bad Accounts report.
Column Descriptions
The following table describes the columns used in the output of the report.
Column |
Description |
Use Branch From |
Displays the type of branch included in the report: l Installation l Service |
CID |
Customer identification. |
Dealer |
Dealer ID associated with the CID. |
Name |
Name of the account holder. |
Count |
Total of specified events for this installation during the selected period. O If you run this report monthly, this column displays the total for the month. O If you run this report for multiple months, this column displays the total for the multiple months. |
1 - 31 |
Columns for each day of the month, with corresponding number of specified events for that day for each returned installation number. O If you run this report for multiple months, these columns will display 0 (zeros). |
Button Functions
The following table displays the buttons, describes the shortcut keys, actions, and functionality.
Button |
Name |
Shortcut Key |
Action |
Description |
|
Recurring |
Alt+F1 |
2157 |
Open fields for recurring/template reports. |
|
Exit |
Esc |
2157 |
Exit without saving. |
|
Save |
Enter |
2157 |
Save existing record. |
Modifications and Updates to Bad Accounts Report
The following table lists modifications and updates to the Bad Accounts Report document.
Mod Number |
Date |
Description |
n/a |
07/17/14 |
Images updated. |