Customer Report

Accessing Customer Reports

To view customer reports:

  1. Click on the Reports module from the top dashboard.
  2. On the left panel, click Customer.
  3. A drop-down menu will appear with two report options:
    • Tag Report
    • Equipment By Customer

Tag Report

This report displays tags assigned to customers.

How to Access the Tag Report

  1. Go to the Reports menu at the top.
  2. Click Customer.
  3. From the drop-down, select Tag Report.

Tag Report Details

The report includes:

  • Tag – Label used for categorization.
  • Number – Tag ID.
  • Company – Associated organization.
  • First / Last – Contact’s first and last name.
  • Location – Customer’s service location.
  • Phone / Mobile – Contact’s phone numbers.
  • Email – Contact’s email address.

Generate Tag Report

  1. Click Select Tag/s.
  2. Choose one or multiple tags.
  3. Click Get Report.
  4. To export, click the Actions button and select:
    • Export to PDF
    • Export to Excel

Additional Actions

  • Configure Report Columns – Enable or disable specific columns. Uncheck columns you don’t need and click SAVE.
  • Add to Favorites – Frequently used reports can be added to Favorites for quick access. These will appear under the Favorites Tab in the top right of the left panel.

Equipment By Customer Report

This report lists a customer’s existing or owned equipment along with details.

How to Access the Equipment By Customer Report

  1. Go to the Reports menu at the top.
  2. Click Customer.
  3. From the drop-down, select Equipment By Customer.

Equipment Report Details

The report includes:

  • Name – Customer’s name.
  • Equipment Location – Where the equipment is located.
  • Manufacturer – Company that produced the equipment.
  • Model – Equipment model.
  • Serial Number – Unique identifier.
  • Description – Brief equipment details.
  • Install Warranty – Warranty period for installation.
  • Manufacturer Warranty – Warranty provided by the manufacturer.
  • Installation Date – When the equipment was installed.
  • Location – Equipment location.
  • Notes – Additional comments.

Generate Equipment By Customer Report

  1. Click Select Customer.
  2. Choose one customer (only one can be selected at a time).
  3. Click Get Report.
  4. To export, click the Actions button and select:
    • Export to PDF
    • Export to Excel

This guide makes it easy to generate, customize, and export customer reports.

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