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Service Request Count by Installer Technician and Subscriber

Service Request Count by Installer Technician and Subscriber

Service Request Count by Installer Technician and Subscriber

1160
1534
1543
1811
1864

Service Request Count by Installer/Technician and Subscriber Type Report

Report #:   1160

Module:    Account Management

Overview

Use the Service Request Count by Installer / Technician and Subscriber Type report to view counts of subscriber types for installers or technicians within a specified period. User’s branch restrictions apply. This reports sorts results alphabetically by resource ID and then by subscriber type.

To access this report, choose Service Request Count by Installer / Technician and Subscriber Type (report #1160) from the main menu of SBN.

The Service Request Count by Inst / Tech and Subscriber Type 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 Using Wildcard Characters in the reference document, Searches.

Field

Wildcards

Allowed

Description

Period Range

Date - From
(No label)

No

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

Date - To
(No label)

No

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

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

Subscriber Type Range

Subscriber - From  (No label)

No

You may select a range of subscriber types to limit the report to service requests with a subscriber type within that range. Select the beginning subscriber type of the range. (These menus originate from program #1534.)

Subscriber - To
(No label)

No

You may select a range of subscriber types to limit the report to service requests with a subscriber type within that range. Select the ending subscriber type of the range. (These menus originate from program #1534.)

Exclude

No

You may exclude a range of subscriber types from the report by selecting the range 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 Running and Viewing a Report in the reference document Common Functions in SBN.

Report Example

The following graphic shows an example of the of the output of the Service Request Count by Installer / Technician and Subscriber Type report.

Column Descriptions

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

Column

Description

Period

Identifies the period covered in the report.

SubTp

Displays the code for the subscriber type.

Description

Text description of the subscriber type.

Count

The number of service requests of the selected subscriber type for the selected resource during the specified period.

Technician / Installer

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

Technician / Installer Total

Displays the total count for the selected technician or installer.

Grand Total

Displays the total count of all 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

1160

Open fields for recurring/template reports.

Exit

Esc

1160

Exit without saving.

Save

Enter

1160

Save existing record.

Modifications and Updates to Service Request Count by Installer Technician and Subscriber

The following table lists modifications and updates to the Service Request Count by Installer Technician and Subscriber document.

Mod Number

Date

Description

n/a

7/29/14

Images updated.



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