| □ | Determine Excessive Services is a major reporting tool designed to help you better manage your Service Contracts. |
| • | Based on the parameters you choose, the Excessive Services report lists those Subscribers who have had an excessive number of Service Requests within a specified time period. |
| • | The Excessive Services report includes the following information: |
| a) | Name of each Subscriber, |
| c) | Date the service was completed, |
| d) | Technician who performed the service, |
| e) | Charges (or Costs) incurred for providing the service. |
| • | Optionally, the description of the Services Performed. may also be included on this Excessive Services report. |
| • | This Excessive Services report provides essential information if contemplating the Sale of a new, or Renewal of an existing Service Contract. |
| • | Knowing when you should (and should not) Sell and/or Renew an extended Warranty or Service Agreement greatly improves your chances for profitability of your Recurring Service Revenues. |
| • | Part of that decision making process is clearly understanding the past service history of the Subscriber in question. |
| • | To open the Excessive Services Report dialog, on the Main Menu Select Reports and Choose the Service Tracking sub-menu, then Click Determine Excessive Services. |
| □ | The Excessive Services Report tabs - There are three tabs on the Excessive Services Report dialog. |
| • | Options - Initially only the Options tab is shown (until you make your Options selections and Select Print). |
Excessive Services Report dialog
| • | Start Date - By default it will be a year preceding the end of the most recently completed month. |
| ▪ | Enter whatever Start Date is appropriate using the Drop-Down Date Selection Box provided. |
| • | End Date - By default it will be the last day of the most recently completed month. |
| ▪ | Enter whatever End Date is appropriate using the Drop-Down Date Selection Box provided. |
| • | Number of Service Calls Considered Excessive - By default, 4. |
| ▪ | Enter the number that would represent excessive service calls performed within the Date Range specified, based on your own business model. |
| • | View Service Performed? - Check this box if you want a Description of the work that was provided for each of the service calls listed on this Excessive Services Report. |
| • | Print - Click the Print button  to Preview and optionally Print (to a File or a Printer) this Excessive Services Report. |
| • | Preview - The Preview tab presents the report which resulted from the Options you've selected. |
| • | Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively. |
| • | Page Up/Page Down - Moves the report to the previous or next page, respectively. |
Excessive Services Report - Preview tab
| • | Home -  - Using either the screen or your Keyboard's Home key, moves the report to the top of the first page. |
| • | End -  - Using either the screen or your Keyboard's End key, moves the report to the bottom of the last page. |
| • | Arrows - The arrows allow you to move back and forth, from page to page. |
| • | Number - Indicates the page number you are viewing. |
| ▪ | You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately. |
| ▪ | If you enter an invalid page number, it will be ignored. |
| • | Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen. |
| • | Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view). |
| • | Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen. |
| • | Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage. |
| ▪ | When you Click the Zoom To Percentage button, the Percentage selector will be displayed. |
| ▪ | You may then Click the Up or Down ‚ arrows to set the exact amount of Zoom you want. |
| • | Print - Click the Print button to Print (to a File or a Printer)  the displayed Excessive Services Report. |
| • | Email - Click the Email  button to send this report to an Email address of your choosing. |
| • | To Exit the Preview tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Preview tab. |
| • | Data View - This view provides a tabular (spreadsheet style) presentation of the selected data. |
Excessive Services Report - Data View tab
| • | Arrows - Click the arrows to move through the record. |
| • | Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons): |
| • | Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format. |
| ▪ | Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format. |
| ▪ | Export To Html - Click the third button after the arrows to export the data to an HTML formatted file. |
| • | To Exit the Data View tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Data View tab. |
