Service Time Activity Summary

Form ID: (FS654500)

This report displays summary information about all time activities of the staff members, grouped by service order type and reference number. You can select time activities by customer, customer location, staff member, service, service order, and appointment.

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:

  • Start Date: The start date for which you want to view data.
  • End Date: The end date for which you want to view data. By default, the current business date is selected.
  • Customer: The customer for which you want to view data. Leave the box blank to view data 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 data on all customer locations.
  • Staff Member: The staff member for which you want to view data. Leave the box blank to view data on all staff members.
    If the type of the staff member is Vendor, the list of vendors 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 Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true:
    • The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted.
    • A branch or company is specified in the Restrict Visibility To box for the vendor, and your user account is assigned to 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.
  • Service: The service for which you want to view data. Leave the box blank to view data on all services.
  • Target Equipment Details: A check box that indicates (if selected) that the report will display target equipment information.
  • Service Order Type: The service order type for which you want to view data. Leave the box blank to view data on all service order types.
  • Service Order Nbr.: The number of the service order for which you want to view data. Leave the box blank to view data on all service orders.
  • Appointment Nbr.: The number of the appointment for which you want to view data. Leave the box blank to view data on all appointments.