There are many standard Reports in Service Manager.

Crystal Reports was used to create and generate these reports. It is possible to modify existing reports or create new ones to suit your custom requirements using Crystal Reports.

Reports may be printed to Printer, Fax, Screen, Email or Schedule depending on the Print Destination specified in Sage 300.

Document Reports

Document Reports relate to the Documents you have entered and posted and the various support information generated through daily use of the Service Manager System.

Reports include: Documents, Postings, Aged Documents, Outstanding Entries, Item Reconciliation, Work in Progress, Posting Schedules, Agreement Listing, Agreement Summary, Notations, Overhead and Burden, Projects, Payment Summary, Job Summary, Job Analysis and Job Listing.

Employee Reports

Employee Reports include: Time Entry Summary, Time Entry Totals, Employee Commission, Employee Activity, Employee Summary, Billing Variance and Response Tracking Variance.

Equipment Reports

Equipment Reports relate to Model, Equipment, Meter and Maintenance information.

Reports include: Model Listing, Equipment Listing, Equipment Summary, Equipment Billings, Meter Types, Meter Worksheets, Basic Maintenance Results and Item/Model Relationships.

These reports include comprehensive filtering tools to help sort information available in the database.

Fault Reports

Fault Reports display basic Fault, Symptom and Solution setup information.

Forms

Forms are reports that are distributed either internally to Executive staff and Employees, or externally to Customers, Vendors, Manufacturers or other third party entities.

These reports are normally tailored or customized to suit a particular businesses operation.

There is a provision within each form that ships standard with Service Manager to specify the report file to use during printing. Different forms can be selected depending on the nature of the Document or Posting.

Forms include: Customer Confirmation, Employee Work Order/Job Card, Work Order - Phase Card, Equipment Labels, Return Authorizations, Invoices, Consolidated Invoices, Credit Notes, Quotations, Shipping Labels, Picking Slips and Agreement Contracts.

Setup Reports

Setup Reports detail the information you have entered when setting up the Service Manager database.

Transaction Reports

Transaction Reports relate to the "post analysis" of information processed by Service Manager.

Reports include: G/L Posting Journals, G/L Transactions, Sales History, Sales Activity, Warranty Claims, Amortization Schedules and Pricing Adjustment Audit.