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Service Not Finished within X Days by Installer Technician

Service Not Finished within X Days by Installer Technician

Service Not Finished within X Days by Installer Technician

1159
1543
1811
1864

Service Not Finished Within X Days by Installer/Technician Report

Report #:   1159

Module:    Account Management

Overview

Use the Service Not Finished Within X Days by Installer/Technician report to view the number of service requests not completed by installers or technicians within a specified number of days. User’s branch restrictions apply.

This reports sorts results alphabetically by resource ID.

To access this report, select Service Not Finished Within X Days by Installer/Technician (report #1159) from the main menu of SBN.

The Service Not Finished Within X Days by Installer/Technician Report

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 Range

Date - From (No label)

No

You must select a range of dates to limit the report to service requests completed within that range. Select the beginning date of the range.

Date - To
(No label)

No

You must select a range of dates to limit the report to service requests completed within that range. Select the ending date of the range.

Day Range

From
(No label)

No

You may type a range of number of days in which service requests were completed (for example, 1-2 days, 10-14 days). Type the beginning number of the range.

O    If you leave these fields blank, the report defaults to service requests completed within a range of -32,000 to 32,000 days.

To
(No label)

No

You may type a range of number of days in which service requests were completed (for example, 1-2 days, 10-14 days). Type the ending number of the range.

O    If you leave these fields blank, the report defaults to service requests completed within a range of -32,000 to 32,000 days.

Installer

Yes

You must either select an installer ID to limit the report to service requests associated with that installer ID or use the % wildcard to include all installer IDs. (This menu originates from program #1811 or program #1543.)

Exclude

No

You may exclude an installer ID from the report by selecting the installer ID and then entering a check mark in this box.

Tech

No

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. (This menu originates from program #1811 or program #1864.)

Exclude

No

You may exclude a technician ID from the report by selecting the technician ID and then entering a check mark in this box.

Group by

No

You must select a grouping parameter for this report:

l    Installer

l    Technician

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 of the output of the Service Not Finished Within X Days by Installer / Technician report.

Column Descriptions

The following table describes the columns used in the output of the report.

Column

Description

For Dates

Identifies the period covered in the report.

Tech / Inst ID

Depending on the grouping parameter selected, this column displays either the technician ID or the installer ID.

Name

Name of the technician or installer.

Count

The number of open service requests, which match the report parameters, for the selected resource during the specified period.

Grand Total

Displays the total count of all open service requests that match the report parameters 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

1159

Open fields for recurring/template reports.

Exit

Esc

1159

Exit without saving.

Save

Enter

1159

Save existing record.

Modifications and Updates to Service Not Finished within X Days by Installer Technician

The following table lists modifications and updates to the Service Not Finished within X Days by Installer Technician document.

Mod Number

Date

Description

n/a

7/29/14

Images updated.



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