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General Task - Reports

Topics Discussed Below

Reports - VIDEO

Generating a Report

Exporting Your Report

Creating a Search Parameter

Reports

Reports

There are four reports that you can generate for your work order and/or trouble tickets. The following report types are available:

·         All Orders and Troubles – displays a list of all the work order/troubles within your system, this includes open, completed and cancelled.

·         All Orders and Troubles By Directory Number – displays a list of the work orders/troubles within your system based on telephone number, this report includes open, completed and cancelled work orders.

·         All Orders and Troubles By Circuit - displays a list of the work orders/troubles within your system based on circuit name, this report includes open, completed and cancelled work orders.

·         All Portal Requests – displays a list of work orders/troubles with your system that were submitted via the Subscriber Portal, this includes open, completed and cancelled work orders.

·         Equipment and Service By Category – displays a list of the equipment and services associated to the work orders based on equipment category. This report includes a One-time Cost Total.

! In order for the Equipment and Service By Category report to work properly, you need to define a report category for each equipment type and/or each piece of equipment. To learn more about this please see, Equipment and Services - Manage Report Category.

When you click on any of the menu options the report generates to you screen. Once the report displays, you can export the information into a PDF, Excel, or text file.

For each of the reports you can create a search parameter to display only the information that you want to see. When you click the double drop-down arrow in the upper right-hand corner, the Advanced Search Options become available. These search options allow you to limit the amount of information generated within the report.

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Generating a Report

1.       Click Orders/Troubles.

2.       Within the Navigation pane, click Reports.

3.       From the four report types, click on the report that you want to generate. 

4.       The report displays within the right hand pane. 

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Exporting your Report

1.       Click Orders/Troubles.

2.       Within the Navigation pane, click Reports.

3.       From the four report types, click on the report that you want to generate. 

4.       Once your report appears within the right hand pane you can export the report.

5.       Within the toolbar at the top of the screen, click the dropdown arrow next to Export.  There are seven options to choose from:

·         Excel (All Levels) – exports the report to an Excel spreadsheet.

·         Excel (Top Level Only) – not applicable 

·         Excel (Expanded Levels Only) – not applicable   

·         Excel (Multiple Files) – exports each order into a separate file.  When you select this option, the Browse For Folder popup opens allowing you select where to save the files.  Within the popup select the folder, and click on the OK button, the files appear within Windows Explorer in the designated location. 

·         PDF (All Levels) – exports the report to a PDF file. 

·         PDF (Top Level Only) – not applicable 

·         PDF (Expanded Levels Only) – not applicable   

6.       Once exported, the file opens allowing you to save or modify the file in the appropriate program. 

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Creating a Search Parameter

1.       Click Orders/Troubles.

2.       Within the Navigation pane, click Reports.

3.       Click the double drop down arrow next to the magnifying glass.

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4.       The Advanced Search field opens displaying search fields corresponding to the selected Band. 

5.       Next to each search field is a search criteria descriptor such as Contains, Equal to, Contains etc.  This descriptor tells the system how to look for the information within the fields.  A different descriptor can be selected by clicking the field’s descriptor button.   

6.       Choose the new descriptor and type the search criteria into the field.  Press enter.  Results matching your search criteria display.

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