The Service Reports section provides a list of all service reports and their pertaining information, regardless of status. It allows you to see important information at a glance, without the need to launch individual reports.
At the top left of the above screen, there is a strip containing a count of all service reports (not including reports in your trash). In the same area you can easily locate the ‘Delete’, the ‘Export to CSV’, and the ‘Help’ buttons. Deleting a Service Report is not a permanent action. The report will be sent to the Deleted Service Reports section, or the trash, located on the bottom left of the Main Panel . However, this action may be reversed by going to the trash and proceeding with the ‘Restore Report’ button found on the upper left of the screen.
Below the top strip you can view relevant filters allowing you to narrow down the information on display. You can then combine filters to give you more specific results.
By right clicking the far left column of the data grid shown above, you can clear or give a particular report a type of priority. A red ! will appear in the cell. This can also be done from within the In-House Service Report.
If for any reason you wish to color code a report, you can do so by right clicking the ‘Serial No’ cell and setting a color from the list. You can view their descriptions for reference by clicking on ‘Color Codes’ within the Control Panel to the right.
To launch a Service Report, you simply double click on the ‘Serial No’ cell of the desired Service Report found in the data grid of the Service Report screen. Depending on whether you choose to launch an In-House Report or a Call/Visit Report from the same data grid, RSRS will behave differently. If you launch a report with the ‘Client Type’ as Call/Visit, it will immediately open the report. However, if you launch a report with the ‘Client Type’ as In-House, the below screen will pop up.
From here you can choose which report type to open. Note: Date OUT Service Report is grayed out in the image above because the report has a pending status.