Service Code Report
Service Code Report
Service Code Report
Report #: 2003
Module: Account Management
Overview
Use Service Code Report to list service requests with the service codes that users selected to define and resolve problems. User’s branch restrictions apply.
The output of this report displays
Scheduled service requests - those associated with a Technician ID
Unscheduled service requests - those associated with the ID of the last user
To access this report, select Service Code Report (report #2003) from the main menu of SBN.
Data Entry Options
Options control many of the functions in the Service Code Report program. The following list describes the options related to the Service Code Report. For detailed information on each option and its default setting, see SBN Options.
Option tmp162 - When this option is on, only the first four digits of the CID will appear in the report.
The Service Code Report
This window contains two panes: in the upper pane you define the content of the report; in the lower pane you 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.
Note: You can use wildcard characters in selected fields. For more information on using wildcards, see Searches.
Field |
Wildcards Allowed |
Description |
Period |
||
Date
- From |
No |
You may select a range of dates to limit the report to service requests that were outdated within that range. Select the beginning date of the range. O This field defaults to today’s date. |
Time
- From |
No |
You may select a range of time to limit the report to service requests that were outdated within that range. Select the beginning time of the range. O This field defaults to 00:00 (Midnight). |
Date
- To |
No |
You may select a range of dates to limit the report to service requests that were outdated within that range. Select the ending date of the range. O This field defaults to tomorrow’s date. |
Time
- To |
No |
You may select a range of time to limit the report to service requests that were outdated within that range. Select the ending time of the range. O This field defaults to 00:00 (Midnight). |
Date Selection |
No |
You must select the type of date on which you want to base the report: l Installation date l Out date l Service request date l Service schedule date |
Group by |
No |
You must select a grouping parameter for this report: l Installation branch l Call type l Problem cause l CID l Created by l Sales person l Dealer ID l Installer ID l Item l Technician ID l Installation Zip Code l Service Resolution Code |
Resolution Code Range |
||
Resolution
- From |
No |
You may select a range of resolution codes to limit the report to service requests that contain a resolution code from within the range. Select the beginning resolution of the range. (This menu originates from program #1877.) O If you leave these fields blank, the report includes all resolution codes. |
Resolution - To (No label) |
No |
You may select a range of resolution codes to limit the report to service requests that contain a resolution code from within the range. Select the beginning resolution of the range. (This menu originates from program #1877.) O If you leave these fields blank, the report includes all resolution codes. |
Technician |
Yes |
You must either select a technician ID to limit the report to service requests associated with that technician ID or use the % wildcard to include all technician IDs. |
Last User |
Yes |
You must either select the ID of the user who last touched the service request to limit the report to service requests associated with that user, or use the % wildcard to include the IDs of all users. (This menu originates from program #1501.) |
Branch |
Yes |
You must either select a branch to limit the report to service requests associated with that branch, or use the % wildcard to include all branches. (This menu originates from program #1530.) |
Use Branch From |
No |
You must select the type of branch to limit the report to service requests from that type of branch: l Service l Installation |
Call Type Range |
||
Call Type - From (No label) |
No |
You may select a single call type or select a range of call types to limit the report to call types within that range. Select the single call type or the beginning call type of the range. (This menu originates from program #1524.) |
Call Type - To |
No |
You may select a range of call types to limit the report to call types within that range. Select the ending call type of the range. (This menu originates from program #1524.) |
Zip Code Range |
||
Zip Code - From (No label) |
Yes |
You may enter a single zip code or enter a range of zip codes to limit the report to service requests on installations in zip codes within that range. Type in the single zip code or the beginning zip code of the range. Note: If you leave the Zip Code Range fields blank, the report will include service requests on installations in all zip codes. |
Zip Code - To (No label) |
Yes |
You may enter a single zip code or enter a range of zip codes to limit the report to service requests on installations in zip codes within that range. Type in the single zip code or the ending zip code of the range. Note: If you leave the Zip Code Range fields blank, the report will include service requests on installations in all zip codes. |
Service Region |
No |
You may select a service region to limit the report to service requests on installations within that service region. You must select a Branch and select SERV in the Use Branch From field to populate this drop-down menu. (This menu originates from program #1530.) |
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 Service Code Report.
Column Descriptions
The following table describes the columns used in the output of the report.
Column |
Description |
Date Selection |
Identifies the type of date parameter used for the report. |
Period |
Identifies the specified period covered by the report. |
Group by |
Identifies the grouping parameter selected. |
Tech |
Identifies the selected technician ID or displays ALL. |
Resolution Code Range |
Identifies the range of selected resolution codes or displays ALL. |
Last User |
Identifies the user who last touched the service request, or displays ALL. |
Branch |
Identifies branch associated with the listed service requests or displays % for all branches. |
(No label) |
Number of the branch associated with the service requests grouped immediately below. |
CID |
Identifies the CID associated with the following service request number. |
Ins_No |
ID of the installer associated with the service request number. |
Request No |
The service request number. |
Schedule Date |
The date the service code was used. |
User |
The name of the user scheduling the service code request. |
Inst. |
The installation used, if applicable |
Call |
Problem call type selected for the service request. |
Prob |
Problem code selected for the service request. |
Item |
Item code selected for the service request. |
Cause |
The resolution cause code selected for the service request. |
Reso |
The resolution code selected for the service request. |
Tech |
ID of the technician associated with the service request number. |
SubTotal |
The total number of service requests for the grouping (grouping differs according to Group by selection.) |
Total |
The total number of service requests for 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 |
2003 |
Open fields for recurring/template reports. |
|
Exit |
Esc |
2003 |
Exit without saving. |
|
Save |
Enter |
2003 |
Save existing record. |
Modifications and Updates to Service Code Report
The following table lists modifications and updates to the Service Code Report document.
Mod Number |
Date |
Description |
n/a |
7/29/14 |
Images updated. |
0.81.09829, 07.81.23651, 08.81.23651, 07.81.23635 |
10/06/14 |
Added new option temp162 and new report screenshot. |