Service Resolution Report
Service Resolution Report
Service Resolution Report
Report #: 2102
Module: Account Management
Overview
Use Service Resolution Report to view data on service resolutions within a specified period from service requests that have a status that requires a service visit. User’s branch restrictions apply. This report sorts results by branch. You may create both detailed and summary versions of this report.
To access this report, select Service Resolution Report (report #2102) from the main menu of SBN.
The Service Resolution 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.
Field |
Description |
Period |
|
Date - From (No label) |
You must select a range of dates to limit the report to service requests that were outdated within that range.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. |
Time - From (No label) |
You may select a range of time to limit the report to service requests that were outdated within that range.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. |
Date
- To |
You must select a range of dates to limit the report to service requests that were outdated within that range.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. |
Time
- To |
You may select a range of time to limit the report to service requests that were outdated within that range.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. |
CID Range |
|
CID - From (No label) |
You may type a range of CIDs to limit the report to service requests for CIDs within the range. Type the beginning CID of the range. O If you leave these fields blank, the report includes all CIDs. |
CID
- To |
You may type a range of CIDs to limit the report to service requests for CIDs within the range. Type the ending CID of the range. O If you leave these fields blank, the report includes all CIDs. |
Installation Date Range |
|
Date - From (No label) |
You may select a range of installation dates to limit the report to installations that occurred within that range. Select the beginning date of the range. O If you leave these fields blank, the report includes all installation dates. |
Date
- To |
You may select a range of installation dates to limit the report to installations that occurred within that range. Select the ending date of the range. O If you leave these fields blank, the report includes all installation dates. |
Branch Range |
|
Branch - From (No label) |
You may select a range of branches to limit the report to service requests associated with branches within the range. Select the beginning branch of the range. (These menus originate from program #1530.) O If you leave these fields blank, the report includes all branches in your user profile. |
Branch - To (No label) |
You may select a range of branches to limit the report to service requests associated with branches within the range. Select the ending branch of the range. (These menus originate from program #1530.) O If you leave these fields blank, the report includes all branches in your user profile. |
Resolution Code Range |
|
Resolution Code - From (No label) |
You may select a range of resolution codes to limit the report to service requests with resolution codes within the range. Select the beginning resolution code of the range. (These menus originate from program #1837.) O If you leave these fields blank, the report includes all resolution codes. |
Resolution
Code - To |
You may select a range of resolution codes to limit the report to service requests with resolution codes within the range. Select the ending resolution code of the range. (These menus originate from program #1837.) O If you leave these fields blank, the report includes all resolution codes. |
Service Call Range |
|
Service
Call- From |
You must type a number of service calls to limit the report to CIDs with that number of service calls. You may type a range of service calls. This field defaults to . O If you type a in this field, the report includes all CIDs that had no service requests within the range. |
Service
Call- To |
You may type a range of service calls to limit the report to CIDs with a number of service calls within the range. Type the ending number of the range. |
Include Details |
Enter a check mark in this box to generate a detailed version of this report. O The detailed version of this report includes the work order number attached to each outdated service request. |
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 detail version of the output of the Service Resolution Report.
Column Descriptions
The following table describes the columns used in the detail version of the output of the report.
Column |
Description |
Branch |
Identifies the branch associated with the following service requests. |
CID |
Customer Identification Number. |
Name |
Last or business name of the installation. |
Out Date |
Date on which the service request was outdated. |
Time |
Time at which the service request was outdated. |
Resl |
Identifies the resolution code from the service request. |
Work Order |
If you entered a check mark in the Include Details field, this column displays the work number attached to the service request. |
Amount |
The one-time fees for the work order items attached to the service request. |
Subtotals |
|
Branch |
Identifies the branch to which the subtotals refer. |
SubTotal |
The number of service calls that match the report parameters for the selected branch. |
Work Order Items |
The subtotal of one-time fees, plus tax, for the selected branch. |
Totals |
|
Total |
The total of service calls for all branches included in the report. |
Work Order Items |
The total of one-time fees, plus tax, for all branches included in the report. |
Button Functions
The following table displays the buttons, describes the shortcut keys, actions, and functionality.
Button |
Name |
Shortcut Key |
Action |
Description |
|
Recurring |
Alt+F1 |
2102 |
Open fields for recurring/template reports. |
|
Exit |
Esc |
2102 |
Exit without saving. |
|
Save |
Enter |
2102 |
Save existing record. |
Modifications and Updates to Service Resolution Report
The following table lists modifications and updates to the Service Resolution Report document.
Mod Number |
Date |
Description |
n/a |
7/29/14 |
Images updated. |