Service Management Dexterity Reports
Service Management is shipped with a set of Dexterity reports that can be customized with Report Writer, which ships with Microsoft Dynamics GP System Manager module. Some reports provide helpful information about your customers and their locations. Others track your service call information and monitor equipment information for each customer location. Other reports show salesperson commissions and maintenance contract profitability. Some standard reports can be used as marketing tools to offer maintenance contracts to repeat service call customers. They can also be helpful for maintaining your customer file information or if you want to print company information.
Reports print to the screen in full screen mode. Use the full screen button, which is located next to the Mail button in the upper left corner of all report windows, to toggle to partial screen view.
If you're using global filtering, you can use global filters when printing some reports. Use the drop-down list in the report setup window to choose a branch. The report prints only the records belonging to the selected branch. If you choose User Profile from the drop-down list, the global filter defaults based on your user profile setup. You can choose the Branch indicator at any time to see the global filters you've chosen.
The reports are grouped into three areas: General, Service, and Maintenance. In most cases, you have the option of printing a report to the screen, to a printer, or to a file.
If SQL reporting has been set up, some of the standard Dexterity reports may have been replaced by SQL reports. Additional SQL reports are available to print from Report Manager or the Custom Reports list.