5. Reports

Reports for the module are stored here.

5.1.  Order Activity by Project

To view Order activity by Project, select the "Order Activity by Project" option. The following screen will appear:

Order Activity by Project

When displaying Order activity by Project, you are presented with the following options:

Project #

Select a Project Number whose Order activity you want to display.

Show Types

Specify which Order type information you want to include in the display:

Sales Orders

Select to include details for any Sales Orders linked to the Project.

Work Orders

Select to include details for any Work Orders linked to the Project.

Purchase Orders

Select to include details for any Purchase Orders linked to the Project.

Tip

Some Projects may not allow all Order types to be assigned to them. If that is the case, you will not see information displayed for all Order types.

Orders

Display lists Orders associated with the selected Project, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

PRINT

Runs the report associated with this screen.

5.2. Incidents by CRM Account

To view Incidents by CRM Account, select the "Incidents by CRM Account" option. The following screen will appear:

Incidents by CRM Account

When displaying Incidents by CRM Account, you are presented with the following options:

All CRM Accounts

Select to include Incidents for all CRM Accounts in the display.

Selected

Select the CRM Account whose Incidents you want to display.

Incident Created

Enter a range of Incident created dates:

Start Date

Incidents created on or after this date will be included in the display.

End Date

Incidents created on or before this date will be included in the display.

Show Accounts with No Incidents

Select to include CRM Accounts which have no Incidents associated with them in the display.

Show Closed Incidents

Select in include closed Incidents in the display.

Incidents

Display lists Incidents by CRM Account, using the specified parameters. This display is a nested list, with a plus ("+") sign located to the far left of the display next to each CRM Account or Incident that may be expanded to lower levels. By clicking your mouse on a plus sign, you reveal lower levels of information related to the group.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

QUERY

Select to generate the display, using the specified parameters.

PRINT

Runs the report associated with this screen.

5.3. To-Do List Items by User and Incident

To view To-Do List items by user and Incident, select the "To-Do List Items by User and Incident" option. The following screen will appear:

To-Do List Items by User and Incident

When displaying To-Do List items by user and Incident, you are presented with the following options:

All Users

Select to display To-Do List items for all users.

Selected User

Select user whose To-Do List items you want to display.

Pattern

Enter a user pattern to select a range of users.

All Incidents

Select to include all Incidents for the specified user(s) in the display.

Selected

Select the Incident you want to display information about.

Date Started

Enter a range of To-Do List item start dates:

Start Date

To-Do List items started on or after this date will be included in the display.

End Date

To-Do List items started on or before this date will be included in the display.

Date Due

Enter a range of To-Do List item due dates:

Start Date

To-Do List items due on or after this date will be included in the display.

End Date

To-Do List items due on or before this date will be included in the display.

Show Completed Items

Select to include completed To-Do List items in the display.

Show Inactive Items

Select in include inactive To-Do List items in the display.

To-Do List Items

Display lists To-Do List items, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

QUERY

Select to generate the display, using the specified parameters.

PRINT

Runs the report associated with this screen.