Report Extended Warranties About to Expire

(Expiring Extended Warranties Report)

Access

This report shows all extended warranties that are due to expire during a specified date range. Listed on the report are soon-to-expire (or recently expired) extended warranties, along with the Names, Home Phone, and Work Phone of the customers who can then be contacted about renewals. The display can include warranty coverage of Parts or Labor or both. You can select a time period for expiration dates of up to 120 days in the future. Once the run-time options have been selected, choose Run to produce the report.

District

Warehouse LocationIf you are not reporting by District, you must indicate at least one warehouse location to be included on the report. You can enter the code directly in this field, or click the arrow button to select a location from the list. If you click the action button, you access the Multiple Location Selection Window, which you can use to select one, multiple, or all locations to report.   

Report TypeChoose whether you want to include warranties for Parts products only, for Labor products only, or for Both labor and parts products.

Days Before ExpirationWarranties due to expire in the number of days (from today) you enter here, are listed on the report. You can enter a number from 1-120 in this field. For example, if today is 10/10 and you enter 10 in this field, warranties due to expire on or before 10/20 are listed.  

SalespersonYou can limit the report by one or more salespersons or you can leave the field blank to report on all salespeople. Enter the code of a single salesperson directly in this field, or click the search button to select a salesperson from the list. If you click the action button, you access the Multiple Salesperson Selection Window, from which you can select one or more salesperson codes.

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.