Installation List Report
Installation List Report
Installation List Report
Report #: 1183
Module: Account Management
Overview
Use the Installation List report to view a list of customers installed during a specified period.
To access this report, select Installation List (report #1183) from the main menu of SBN.
The Installation List
This window contains two panes: in the upper pane you define the content of the report; in the lower pane you defining 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.
Note: You can use wildcard characters in selected fields. For more information about using wildcards, see Searches.
Field |
Wildcards Allowed |
Description |
Period |
||
Date
- From |
No |
You must select a range of dates to limit the report to installation dates that occurred during that range. Select the beginning date of the range. |
Date
- To |
No |
You may select a range of dates to limit the report to installation dates that occurred during that range. Select the ending date of the range. |
Masks |
||
Installer Company |
Yes |
You must either select an installer company to limit the report to installations associated with that installer company or use the % wildcard to include all installer companies. (This menu originates from program #1536.) |
Exclude |
No |
You may exclude an installer company from the report by selecting the installer company and then entering a check mark in this box. |
Subscriber type |
Yes |
You must either select a subscriber type to limit the report to installations of that subscriber type or use the % wildcard to include all subscriber types. |
Exclude |
No |
You may exclude a subscriber type from the report by selecting the subscriber type and then entering a check mark in this box. |
Include Details |
No |
Enter a check mark in this box to include the following details on the report: l Installation name l Date of installation |
Include Address |
No |
Enter a check mark in this box to include the following information on the report: l Installation address l Installation phone number |
Group by |
No |
You must select a grouping parameter for this report: l Installer company l No grouping l Subscriber type |
Running and Viewing a Report
For information on running and viewing a report, see Common Functions in SBN.
Report Example
The following graphic shows an example of the output of the Installation List grouped by Subscriber Type and including details and address.
Column Descriptions
The following table describes the columns used in the report output.
Column |
Description |
Subscriber Type |
Identifies the subscriber type. |
(No label) |
Identifies l Installation number l Installation name l Installation date l Installation phone number l Installation street address l Installation city, state, and zip code |
Subscriber Type Total |
Number of installations for this subscriber type. |
Grand Total |
Number of installation during the specified period. |
Button Functions
The following table displays the buttons, describes the shortcut keys, actions, and functionality.
Button |
Name |
Shortcut Key |
Action |
Description |
|
Recurring |
Alt+F1 |
1183 |
Open fields for recurring/template reports. |
|
Exit |
Esc |
1183 |
Exit without saving. |
|
Save |
Enter |
1183 |
Save existing record. |
Modifications and Updates to Installation List Report
The following table lists modifications and updates to the Installation List Report document.
Mod Number |
Date |
Description |
n/a |
7/18/14 |
Images updated. |