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Service Request Item Count Report

Service Request Item Count Report

Service Request Item Count Report

1158
1534
1535
1543
1811
1864

Service Request Item Count Report

Report #:   1158

Module:    Account Management

Overview

Use the Service Request Item Count report to view counts for items by installer and resolution during a specified period. User’s branch restrictions apply. This report produces at least 2 sections of results. The first section of the output displays results alphabetically by resource ID and also displays items with the resolution used. The second section of the output displays item counts by resolution

To access this report, select Service Request Item Count (report #1158) from the main menu of SBN.

The Service Request Item Count 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 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.

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.

Item

No

You must either select a specific item code to limit the report to service requests that contain that item code or use the % wildcard to include all item codes. (This menu originates from program #1535.)

Exclude

No

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

Resolution

Yes

You must either select a specific resolution code to limit the report to service requests that contain that resolution code or use the % wildcard to include all resolution codes. (This menu originates from program #1523.)

Exclude

No

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

Tech

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. (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.

Subscriber Type Range

Sub Type - From (No label)

No

You may select a range of subscriber types to limit the report to service requests associated with subscriber types within that range. Select the beginning subscriber type of the range. (This menu originates from program #1534.)

Sub Type - To
(No label)

No

You may select a range of subscriber types to limit the report to service requests associated with subscriber types within that range. Select the ending subscriber type of the range. (This menu originates 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 1

The following graphic shows an example of the first section of the output of the Service Request Item Count report and displays resources with items and resolutions.

Column Descriptions 1

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

Column

Description

Tech / Inst

Depending on the grouping category selected, this column displays either the technician or the installer associated with the following items and resolutions.

Item

Code that identifies the item.

Description

Text description of the item.

Resl

Code the identifies the resolution used with the selected item.

Resolution

Text description of the resolution.

Count

The number of times the selected resource used the selected item / resolution combination during the specified period.

Tech / Installer Total

Depending on the grouping category selected, this column displays the total of item / resolution combinations that the selected resource used during the specified period.

Grand Total

Displays the total count of item / resolution combinations used by all resources during the specified period.

Report Example 2

The following graphic shows an example of the second section of the output of the Service Request Item Count report and displays item counts by resolution.

Column Descriptions 2

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

Column

Description

Item

Displays the item code and the text description of the item.

Resl

Code that identifies the resolution.

Resolution

Text description of the selected resolution.

Count

Displays the number of times the selected item / resolution combination was used during the specified period.

Grand Total

Displays the total count for all items 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

1158

Open fields for recurring/template reports.

Exit

Esc

1158

Exit without saving.

Save

Enter

1158

Save existing record.

Modifications and Updates to Service Request Item Count Report

The following table lists modifications and updates to the Service Request Item Count Report document.

Mod Number

Date

Description

n/a

7/29/14

Images updated.



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