| □ | Running a Service Department involves the management of the People - specifically your Technicians - and the related expenses they incur and Inventory they use, to provide the service and installations requested by your Subscribers. |
| 1. | How much of a Technician's Time can you actually account for? |
| 2. | How much Revenue does a Technician generate for your Company? |
| • | Having the answers to these two questions - which are provided by the Technician Performance Report - greatly improves the chance that your Service Department's operations are successful and profitable. |
| • | To print the Technician Performance Report, on the Main Menu Select Reports, Choose the Service Tracking sub-menu, then Click on Technician Performance Report. |
| □ | The Technician Performance Report - There are three tabs on the Technician Performance Report dialog. |
| • | Options - Initially only the Options tab is shown (until you make your Options selections and Select Print). |
Technician Performance Report - options tab
| • | Start Date / End Date - By default, they will be set for the starting and ending dates of the most recently completed month. |
| ▪ | Use the Drop-Down Date Selection Boxes to re-set these Dates, if needed. |
| • | Sort By Technician? - Check this box if you want the report sorted by Technician. |
| • | Show Service Information?- Check this box to have the Services Performed entries printed for each Work Order listed. |
| • | Print - Click the Print button  to Preview and optionally Print (to a File or a Printer) this Technician Performance 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. |
Technician Performance 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 Technician Performance 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. |
Technician Performance 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. |
