We are looking for a report that can track which CSR booked the call
plus the technician that went out on the call, both on the same report.
Does anyone know the best way to go about this?
Hello, I am looking for a way to export my technician service
calls/reports that include the business unit as well as city location
for the customer. Is there a way to be able to export the file as an
excel sheet with that included information?
Hello, I am using the Item Consumption Report for used items trying to
get a quantity per item name/code. I am able to get this by grouping by
the item name field, but it opens the report fully drilled down for
hundreds of items. Is there a way to ge...
Good morning! I'm trying to build a scheduled report for install jobs
with APPOINTMENTS scheduled tomorrow. If I filter by JOB START DATE it
excludes jobs that we are not on the first appointment. If I filter by
JOBS WITH APPOINTMENT DATE it is givin...
I am trying to create a custom report to pull that would mirror all the
fields that show up on the technicians mobile devices in the dashboard
overview reporting. I have managed to get the total and sales fields all
attached to my report, but the tab...
I have several custom reports that I've developed for one of my ST
clients. I think another of my clients could also benefit, so my
question is: is there a way to make this custom report available to my
second client without having to re-create the e...
If the Tech's leave the iPad on when they are in the truck, the system
SHOULD be able to give the total distance driven (miles) in any give
day. If ST were to track miles driven AFTER LAST JOB, then we could see
IF they are using the trucks for perso...
We would really love it if there was a report that we could pull that
would show the average drive time for technician routes. Currently we
are manually tracking this but it would be a huge timesaver if we could
pull a report that would grab this dat...
When downloading the accounts receivable report, and checking off "with
pinned notes", the oldest pinned note is at the beginning of the cell,
does anyone know if it is possible to show the newest note 7/21/22 in
the front of the cell?Example below:5...
