Appointment Details by Customer

Form ID: (FS653000)

This report displays information about all inventory items (services, non-stock items, and stock items) included in each appointment, grouped by customer. You can select appointments by customer, customer location, and inventory item.

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameters

On the Report Parameters tab, you use the following parameters to select the data to be displayed on the report:

  • Report Format: The report format, which in this case indicates the level of detail of data in the report to be generated. The following options are available:
    • Detailed (default): The report shows details on each inventory item.
    • Summary: The report shows summary appointment information for each customer, such as estimated and actual duration of services, quantity of items, and amount.
  • Start Date: The start date for which you want to view information.
  • End Date: The end date for which you want to view information. By default, the current business date is selected.
  • Customer: The customer for which you want to view data. Leave the box blank to view information on all customers.
    The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
    • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
    • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
  • Location: The customer location for which you want to view data. Leave the box blank to view information on all customer locations.
  • Inventory: The service, non-stock item, or stock item for which you want to view data. Leave the box blank to view information on all inventory items.
  • Target Equipment Details: A check box that indicates (if selected) that report will display target equipment information.