this on demand report will show you active equipment that is on a specified contract type that has not had any service calls in a specified number of days.
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Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts |
Overview
Overview
This report provides a list of active equipment that is on a contract that has not had a service call in a specified number of days and can be narrowed down by specific contract type. The report has an advanced filter option which allows you to filter further on things such as customer name, city, install date, item description, model, serial number, etc. This report can be used by your team to identify equipment in the field that may be in need of a service call to avoid a more epensive call later on. We will install it inside your Custom Reports folder, in e-automate's Reports Console.
Note that this report will only consider equipment in your system that is marked as host equipment on the model record.
Run Schedule: On Demand
Type of Output: Custom Report
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Sample
Sample
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Variables
Variables
This report has no variables.
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Alert Functionality
Alert Functionality
1. Click Reports from your top toolbar in e-Automate.
2. Click on Custom Reports from the side bar options and you'll see the report for this ID222.
3. Double click to open the report filters and complete them as desired (see OnDemand Report Filters Section below for details).
4. Click OK on the filters box to run the report
5. The report can be exported by clicking the Export Report button on the upper-left hand side of the report window
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OnDemand Report Filters
OnDemand Report Filters
Enter number of days since last service call that you want the report to consider.
Select to include all equipment or use the advanced filter button to create a layered custom filter such as the example below. See screen shots of all filter options below as well. To save the advanced filter click OK and it will enter into the report filters.
Select to include all contract codes or use the advanced filter button to create a layered custom filter such as the example above in the equipment section.
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Best Practices & Tips
Best Practices & Tips
This report will only report on models assigned as host in e-Auto via the model record. To determine if a model is considered a host, see steps below:
1. In e-automate go to Inventory from the top toolbar and select models
2. double click on the model you'd like to verify to open it up. On the details tab look for the host check box. If it is check marked, then it is a host model.
3. you can also view which models are host by viewing the models list itself and you can export that as well.
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Related Alerts
Related Alerts
ID482 - Service Calls Invoiced Against ContractType(S) Listed in Variable, Overview and Sample
ID176 - Call Opened/Closed Alert on New Equipment Within X Days of Install - Overview & Sample
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