Services Performed

□	The Services Performed Report provides a summary of all Completed Work Orders within the specified Date Range.

•	Data is listed by Service Type, and includes the W.O. #, servicing Technician, Hours used, Charges Invoiced, Subscriber Name and CSID.

•	Optionally, a brief explanation of the work performed on each may be included.

•	Sub-Totals include Hours, Charges and Trips.

•	Grand Totals include Hours and Charges.

•	To Print Services Performed, from the Main Menu Select Reports and Choose the Service Tracking sub-menu, then Click Services Performed.

•	The screen illustration below shows all of the default settings for the Services Performed dialog.

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Services Performed Report - Options tab

□	Services Performed Report - There are three tabs on the Services Performed Report dialog.

•	Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

•	Start Date / End Date - By default, the starting and ending dates will be for the most recently completed month.

▪	Use the Drop-Down Date Selection Box es provided to re-set these dates, if appropriate.

•	Print Description Of Services Performed? - Check this box if you want a brief explanation of the work performed on each Work Order included in this report.

•	Print Hours Detail? - Check this box to include the Labor Hours detail entered on each Work Order included in this report.

•	Print Inventory\Material Detail? - Check this box to include the Inventory & Materials detail entered on each Work Order included in this report.

•	Technician Group(s) - Check each of the Technician Group(s) whose Subscribers are to be included:

HelpFilesRecurringServicePreviewCheckTechnicianGroups

Those selected will be inserted into the Technician Group(s) field

▪	About the Use of Technician Groups:

o	Employees (who are Technicians) may be assigned as Members of one or more Technician Groups (sometimes also referred to a Service Groups), based on their Skills, Location, Language, Company Division - or any combination of these.

o	Subscribers may be assigned to only one Technician Group in the Service Information tab of the Subscriber Form (shown as the Tech Group field).

o	Therefore, Selecting Technician Groups will limit the Subscribers listed to those in the selected Technician Group who have had Services Performed within the Date Range entered above.

▪	Check one or more Technician Groups that have Subscriber Members in those Selected Technician Group(s) and also have had Services Performed based on the other criteria defined above.

•	Print - Click the Print button to Preview and optionally Print (to a File or a Printer) this Services Performed Report.

▪	The Services Performed report is sorted by Service Type, and within each Service Type, by the actual Serviced On Date entered when Completing those Service Requests.

•	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.

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Services Performed Report - Preview tab

•	Home - - Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

•	End - - Using either the screen Icon 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 Services Performed 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.

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Services Performed 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.