Customer Report

To access Customer Report, click on the Reports Module from the top dashboard> on the left panel, and click Customer.

A drop-down option will show its subcategories for the reports you want to see:

• Tag Report
• Equipment By Customer

Tag Report

In this Report, you will be able to generate each Tag that was assigned to customers.

To view the Tag Report, go to Reports Menu on the top> Click Customer> on the drop-down click  Tag Report.

• Tag – A label that is used to categorize information.
• Number – Tag ID
• Company – the name of the organization that is associated with the data being analyzed.
• First – the contact’s first name.
• Last – the contact’s last name.
• Location- customer service location
• Phone – the contact phone number.
• Mobile -the contact mobile number.
• Email – the contact email address.

Generate Tag Report

You can filter the report by the following: 

1. Tag/s –
   • Click on Select Tag/s
   • You have the option to either select one tag or multiple tags or all tags.
2. After you selected the tag/s, click on Get Report.  

After we click on Get Report, we can now export the Tag Report into Excel or PDF format by clicking on the Actions Button.

Actions Button

• Export to PDF
• Export to Excel
• Configure Report Columns
• Schedule Report
• Add to Favorites

Export Report

• Click on export to Excel or export to PDF to download the report to your computer. Either way, you can completely see the details in the report. 

Configure Report Columns

Enable or disable the columns on this report if you want to see them or not. When disabling the column/s, once you generate this report that specific column will be removed.

Uncheck columns you don’t want to see in the Report. Click SAVE after configuring.

Schedule Report

You can also Automatically schedule a report on a specified frequency. Refer to Schedule Report Module.

Add to Favorites

If you are frequently using this Report, you can select and Add it to your Favorites.

After you added a Report to Favorites, a Favorite Tab will be added at the top right of the left panel. All reports that are added to Favorite will be listed in the Top panel for easy access.

Equipment By Customer Report

In this report, you will be able to generate each of the customer’s existing equipment or customer-owned equipment and their details:

• Name – the name of the customer.
• Equipment Location – Indicates the specific location where the equipment associated with a particular customer is located.
• Manufacturer – Refers to the company that produced the equipment.
• Model – the model of equipment produced.
• Serial Number- the specific number provided to the equipment.
• Description – brief explanation about the following equipment.
• Install Warranty – Indicates the warranty period related to the installation of the specific equipment for a specific customer.
• Manufacturer Warranty – Refers to the warranty provided by the manufacturer of the equipment to the customer.
• Installation Date – the installation date when was specific equipment installed.
• Location – the location of specific equipment.
• Notes – the notes about the equipment.

To view the Equipment By Customer Report, go to Reports Menu on the top> Click Customer> on the drop-down click Equipment By Customer Report.

Generate Equipment By Customer Report

You can filter the report by the following: 

1. Customer
   • Click on Select Customer
   • You can only select one customer at a time.
2. After you selected the customer, click on Get Report.

After we click on Get Report, we can now export the Equipment By Customer Report into Excel or PDF format by clicking on the Actions Button and selecting Export to PDF or Export to Excel.