Services Report

The Services report lists product service dates scheduled during the specified time period. The service date is scheduled during or after a sale for products defined as requiring service. Results are sorted in descending order by date. See below to run the report and view report results. You can also export the report and print it.

Running the Services Report

To run the Services report:

1. On the PAYD Administration main screen, click Reports.

2. On the Reports menu, click Tracking & Reminders, then click Services.

The Services report screen appears.

3. Specify the time period by entering a Month, Day and Year in the Starting date and Ending date textboxes.

NOTE: The default time period is Today.

4. Click the View button.

Results appear below.

To narrow results by customer:

1. Click the Show Options button on the top of the screen.

2. In the Customer Search textbox, enter the customer name, customer ID, email or phone.

3. Click the View button.

To narrow results by store (multi-store environment only):

1. Click the Stores button.

2. On the Select Store(s) popup, select the checkboxes for the stores you want to include in the report and then click OK (all your stores are selected by default).

3. Click the View button.

To narrow results to a time of day:

1. Click the Start of day drop-down menu and select a starting time for the report results.

2. Click the End of day drop-down menu and select an end time for the report results.

3. Click the View button.

NOTE: The default setting for this report is the entire day (within the date range selected). To run the report for the entire day, leave the defaults set to Start of day and End of day. It is also possible to see results for specific times of the day. For example, if you wanted to see results between 9am and noon, you would enter a start time of 09:00 and an end time of 12:00. Then if you wanted to see results from 2pm to 5pm you would repeat steps 1-3 selecting a start time of 14:00 and an end time of 17:00. The time frame works on a 24-hour clock.  

To change the time period of the report:

• Click the Period drop-down menu and select the appropriate time period from the list e.g. Last Month.

To print report results:

• Click the Print button above the results.

• Refer to Printing Reports for more information.

To export the report:

• Refer to Exporting Reports for more information.

Viewing Services Report Results

The report lists the matching scheduled service records as follows, sorted in descending order by Date:

• Customer ID - ID used by PAYD Pro PlusTM to identify the customer who transacted the sale (click to view details).

• Customer Name - Customer's first and last name.

• Phone - Customer's primary phone number.

• Order ID - PAYD Pro Plus ID for the sale (click to view details).

• Product ID - Product ID for which data is shown (click to view details).

• Product Name - Parent Product Name of Product ID.

• Attributes - Attributes of Product ID that make it a unique product variation.

• Service Required Date - Date that the product requires service (default sort). If a service date has not been set, the message To be determined appears.

To change a report's sort order:

• Click the heading of the column you want to sort on (highlighted on mouseover).

• Click again on a heading to toggle between descending and ascending order.

To page through report results:

• Use the navigation bar below the report results. The current page is highlighted.

Related Topics

The Reports Menu

Running Reports

Entering Additional Product Information

Viewing Product Details

Viewing Order Details