Report Generation 
Use
You use this procedure to generate a service report to analyze the service activities carried out.
The Mobile Service system provides a standard template for the service report. Contact your system administrator to define customer specific templates with appropriate data links.
Prerequisites
You have completed the service activities based on the details of a service order record. You have uploaded this information to CRM Enterprise.
Features
You can generate the required reports using any of the function listed in the table.
|
Function |
On the navigation bar choose |
Comments |
|
Service Note |
® Service Order ® Details ® Service Order Header tile ® Report pushbutton Choose the checkbox Service Note in the Report Selection dialog box and select the Generate Report pushbutton. |
This report provides details on the service order only. |
|
Service Report for a service order record along with information on the related service confirmation records |
® Service Orders ® Details ® Service Order Header tile ® Report pushbutton Choose the checkbox Service Report with all Confirmations in the Report Selection dialog box and select the Generate Report pushbutton. |
This report provides details on the service order record, along with details of the associated service confirmation records. |
|
Service Report specific to the selected service confirmation record |
® Service Confirmation ® Details ® Service Confirmation Header tile ® Report pushbutton |
This report includes information such as the service recipient name and address, confirmation items, quantity, unit and so on. |
The report is generated in a Microsoft Word document. It contains information about the service activity that has already been carried out. This describes when the service activity is performed and by who performed the service activity. It also contains the details like order reference, components used and time spent by the service employee to carry out the service activity.