Customer Services

The Customer Services report returns a listing of customers and the services (also known as Monitoring Types) linked to their records.  

Report Parameters

  • Customer ID - Filters which customer, or range of customers to include in the report results.  Please note, that the report server searches the database numerically if you are searching for a range.  
  • Customer Name - Filters the report results based on the name, or range of names of a customer.  This is rarely used alone and will load with the customer name values after selecting the Customer ID.
  • Dealer ID - Filters results based on which dealer, or range of dealers, to include.
  • Branch ID - Filters results based on which branch, or range of branches, to include.
  • Group Code - Filters the report results based on which Group code, or range of codes, applied to accounts, to include.  
  • Class Code - Filters the report results based on which Class code, or range of codes, applied to the accounts, to include.
  • Date - When selected, filters the report results based on the date(s)/time(s) selected.  

  • Include chargeable services only - Filters the results for only the services noted with the Charge checkbox enabled.
  • Group by - Determines how the report result are grouped.
  • Order by - Determines the order customer records show within the results.  
  • Summary totals - Determines how the groups show their totals.  

Options

The options allow for additional filtering of the report results based on the Monitoring Status.

Advanced

The advanced selection allows the filtering by address or User Defined fields.