The Maintenance Issues report returns the Maintenance Issue records based on the parameters selected.
Report Parameters
- Customer ID - Which customer, or customers, to include in the report. Please note, that the report server searches the database numerically if you are searching for a range.
- Customer Name - Which Customer Name, or Names, to locate. This is rarely used alone and will load with the customer name values after selecting the Customer ID.
- Dealer ID - Which dealer, or dealers, to include.
- Branch ID - Which branch, or branches, to include.
- Group Code - Which Group code, or codes, applied to accounts, to include.
- Class Code - Which Class code, or codes, applied to the accounts, to include.
- Log Date - Range of dates based on the date the Maintenance Issue was logged.
- Last Action Date - Range of dates based on the date the Maintenance Issue had its last action.
- Resolved Date - Range of dates based on the date the Maintenance Issue was resolved.
- Appointment Date - The range of dates based on the Appointment date on the Maintenance Issue notes.
- Include Maintenance Log - Includes the details of the Maintenance Issue and logged comments.
- Types to Include - Which records to include in the report results: Company, Customer, Dealer, Branch, etc.
- Resolution - Determines which type(s) of Maintenance Issues to include in the results.
- User ID - Select the User ID(s) to include in the results.
- On Site - Determines which issues to include based on the on-site status of the issue.
- Priority - Determines which priority issues to include in the report results.
- Service Type - Determines the service types to include in the report results..
Options
- Monitoring Status -Filters the report results based on the customer's monitoring Status.
- Order By - Determines how the report returns the results either alphabetically by Contact ID or Contact Name
Advanced
The advanced selection allows the filtering by address or Customer User Defined fields.
