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- Choose Reports > Service Management > Service > Customer Reports > Calls by Problem.
- Enter a Start Date and an End Date.
- Choose the All or Individual radio button. If you choose Individual, use the lookup windows in the Type of Problem, Customer Name, Location Name, or Contract Number fields to limit the data in the report.
- Select Print.
Cost and Revenue Maintenance Work (ATD) Report
The Cost and Revenue Maintenance Work (ATD) (actual total to date) report lists the annual value, year-to-date billing, year-to-date revenue recognized, year-to-date total costs, and the cost/billing ratio for a maintenance contract. The report also lists the plan and actual billing amounts for each cost category. The report is based on the current system date.
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- Choose Reports > Service Management > Service > Customer Reports > C&B Noncontract.
- Enter a Start Date and an End Date.
- The Customer Cost and Billing radio button should be selected. Choose to print the report for All customers or an Individual customer. If you choose the Individual radio button, use the lookup buttons to choose a customer and location.
- Choose Print.
Customer Call History Report
The Customer Call History report lists all service calls by customer location.
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