Report Service Problem Activity

(Service Call Analysis Report)

Access

Use this report to analyze products that appear on multiple service lines. The "Number of Calls Considered Excessive" criteria limits the report to products that have as many or a greater number of service lines than indicated in this field. The Detail version of this report includes open and completed service orders. The Summary version includes summarized totals for open service orders.

The output of this report may be affected by Regional Processing restrictions. That is, you can inquire only about customers and locations to which you have access.

The run-time options for this report are:     

Date CodeClick on the Arrow button to view a list of date codes, then select the code that best indicates the time period on which to base your report.  

Start DateIf you select CUS at the Date Code field, you activate this field.  Use this field to specify the start date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.

If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.

End DateIf you select CUS at the Date Code field, you activate this field.  Use this field to specify the end date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.

If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.

Number of Calls Considered ExcessiveIf a number is entered in this field, products with at least this number of service lines will appear on the report.

ProductThis field is used to indicate the product or products to be included in this report. One, multiple, or all products may be selected. To report on a single product, enter the code of the product in this field. If you click on the Search button, you access the Product/Description/Vendor Model Word Search window, from which you can choose a product. To create a specific list of products for this report, use the Multiple Product Selection screen, available from the Action button. To report on all products, leave this field blank.

Brand, Group, CategoryThese fields are used to indicate the Brand, Group, and Category to include on this report. For each field, one, multiple, or all may be selected. To report on a single brand, group, or category, enter the specific brand, group, or category code, or click the Search button to select from the list. To create a specific list of brand, group, or category codes for this report, use the Multiple Brand/Group/Category Selection screen available from the Action button. To report on all brands/groups/categories, leave the field blank.

Service LocationEnter the locations you want to include in this report. If you know the code of the location, enter it directly. If you click on the Arrow, you can choose a location from the list that appears. If you select Multiple Locations from the list, you access the Multiple Locations Selection Window, from which you can choose one or more locations. You can also access the Multiple Locations Selection window if you click on the Action button An outlet to additional routines and functions. Identified by a blue button with a white ellipsis, Action buttons appear next to fields.. If you click on the Search button in the Multiple Locations Selection Window, you access the Multiple Selection Lookup Window. Use this window to select all locations (that is, all locations available to you) by clicking on Select All.

At this and any other Location field, the locations you see (that is, the list of locations available to you) may be affected by Regional Processing restrictions.

TechnicianThis field is used to indicate the technician or technicians to be included in this report. One, multiple, or all technicians may be selected. To report on a single technician, enter the specific staff code of the technician, or click the Search button to select from the list. To create a specific list of technicians for this report, use the Staff Selection screen available from the Action button. To report on all technicians, leave the field blank.

CoordinatorThis field is used to indicate the coordinator or coordinators to be included in this report. One, multiple, or all coordinators may be selected. To report on a single coordinator, enter the specific staff code of the coordinator, or click the Search button to select from the list. To create a specific list of coordinators for this report, use the Staff Selection screen available from the Action button. To report on all coordinators, leave the field blank.

Problem CodeThis field is used to indicate the problem code or problem codes to be included in this report. One, multiple, or all problem codes may be selected. To report on a single problem code, enter the problem code or click the Search button to select from the list. To create a specific list of problem codes for this report, use the Multiple Problem Selection screen available from the Action button. To report on all problem codes, leave the field blank.

Primary SortThis field indicates the item by which the report data will be sorted first. Select the primary sort criteria from the drop-down list at this field.

Secondary SortThis field indicates the item by which the report data will be sorted second. Select the secondary sort criteria from the drop-down list at this field. If no secondary sort is desired, leave the field blank or choose None Selected.

Tertiary SortThis field indicates the item by which the report data will be sorted third. Select the tertiary sort criteria from the drop-down list at this field. If no tertiary sort is desired, leave the field blank or choose None Selected.

Detail or Summary

Primary Break-onThis field indicates the item by which the report data will first break. Select the primary break criteria from the drop-down list at this field.

Secondary Break-on, Tertiary Break-onThese fields are used to indicate the items by which the report data will break second/third. Select the secondary/tertiary break criteria from the drop-down list at this field. If no secondary or tertiary break on is desired, leave the field blank or choose None Selected.

Send Output toThe output destination of the report displays.  To change the output destination, click on the Actions button and select Output Settings.

Export PathIf you select either the Personal Report Viewer (PRV (Personal Report Viewer) A STORIS printer output option that allows you to customize report results, for example to rearrange data columns.), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.

Once the run-time options have been selected, choose Run to produce the report.