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The Customer report lists information on your service customers.

1. Choose Reports > Service Management > General > Customer Report.
2. Select a sorting method from the drop-down list.
3. Choose to print all customers or a range of customers. Enter the customer range, if applicable.
4. Choose to print a summary report, a detail report, or labels.
5. Choose a sorting method from the drop-down list. The last two choices in the drop-down list are user-defined fields.
6. Choose Print.

Note: If you don't have information in a field you are sorting by, the record is skipped.
Summary
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Detail
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Since some service customers may have multiple locations, you can print the Customer Locations report to list each location's information. The Customer Locations report is compiled from the service call database. It lists the customer's address information, salesperson, labor group name, pricing matrix name, and user-defined field information for each location.

1. Choose Reports > Service Management > General > Customer Locations.
2. Select a customer using the lookup button in any field. When searching by customer ID, customer name, or address 1, you must make a partial entry and then choose the lookup button to begin the search. When searching by location phone, enter a phone number and then choose the phone button to begin the search. If a match is found, the customer record will be retrieved.
3. Choose Print.

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You can print notes that have been added to Service Management records using the notepad button and are marked printable.

1. Choose Reports > Service Management > General > Printable Notes.
2. Select a sorting method from the drop-down list.
3. To restrict the records that are printed, enter a Range. You can enter a range of customer IDs, authors, or reminder dates.
4. Click Insert>> to insert the restriction in the scrolling window. You can only enter one restriction per restriction type.
5. Choose Print to print the notes that fall within the restrictions you've entered.

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The Equipment at Location report lists the equipment information at a customer location. The report compiles information from the equipment database.

1. Choose Reports > Service Management > General > Equipment at Location.
2. Select a customer using the lookup button in any field. When searching by Customer ID, Customer Name, Location Name, or Address 1, you must make a partial entry in the field and then choose the lookup button to begin the search. When searching by location phone, enter a phone number and then choose the phone button to begin the search. If a match is found, the customer record will be retrieved.
3. You can limit the data in the lookup windows by selecting a branch name from the drop-down list at the top of the window.
4. Choose Print.

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You can assign contacts to locations and maintenance contracts. The Contact ID report lists the contact ID, contact name, address, and contact organization.

1. Choose Reports > Service Management > General > Contacts.
2. Select a sorting method from the drop-down list.
3. Choose whether to include all contacts or a range. Enter the range, if applicable.
4. Choose whether to print a summary report, detail report, or labels.

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The Invalid Labor Rate Groups report lists locations that have invalid labor rates assigned. A location record may have an invalid labor rate group if the user has changed from using Service labor rates to using overhead amounts from Job Cost to determine labor rates. The report also prints after marking or unmarking the setup option to use overhead amounts from Job Cost.
Choose Reports > Service Management > General > Invalid Labor Rates.
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Most windows in Service Management have fields with attached lookup windows. The lookup window contents can be printed in report format. You can choose to print each report individually or print all reports at once. It can be helpful to have a copy of the lookup window entries for your records or to note any duplications in the lists.

Customer window lookups report

The Customer Window Lookups report lists the lookup window items in the User-Defined 1 and User-Defined 2 lookup windows.
Choose Reports > Service Management > General > Lookups > Customer.
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Equipment window lookups report

The Equipment Window Lookups report lists the contents of the Type of Equipment, Extended Warranty Type, Installed By, and Manufacturer lookup windows.
Choose Reports > Service Management > General > Lookups > Equipment.
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Service call window lookups report

There are two Service Call Window Lookups reports. The first report lists the contents of the Technician, Division, Status, and Type of Problem lookup windows. When this window is closed, the second Service Call Window Lookups report opens, listing the contents of the Type of Call and User-Defined 1 lookup windows.
Choose Reports > Service Management > General > Lookups > Service Call.
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Maintenance contract types list

Choose Reports > Service Management > General > Lookups > Contract Types.
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Maintenance task codes report

Choose Reports > Service Management > General > Lookups >Task Codes.
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Maintenance tasks by equipment type report

Choose Reports > Service Management > General > Lookups > Task Codes by Equipment.
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All lookup reports

All lookup reports print at once. When one report window is closed, the next report opens.
Choose Reports > Service Management > General > Lookups > All.
Note: Each report can be printed to a printer by choosing the Print button in the screen output window.