To view the list of services - those overdue, for next month, the current month or a a custom from and to period, the simplest way is to use the Quick Filter in the Installation View
Use the Quick Filter which filters on the Next Check column.
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You can of course filter manually on that column should you wish by using the filter row at the head of that column ( Next Check).
To output all filtered onto an Excel List or to Print them onto a Tracker Pro Report complete one of he following two options :
A: To output all records filtered ( so in the example below 790 records) press Export all data to Excel Icon (Item 2 in the diagram)
B: To output to a Tracker Pro formattd report ( select the records you want included in the output using the tickbox to the left (Item 3 in the diagram) . In the example below there are 10 recordds selected then click on the Print Icon (Item 4 in the diagram).
- Once you have pressed the Print Icon you will then be prompted with a Report List - Select Single Report in the selector box then select your preferred report - for a Service Listing - Schedule.rpx wouild be a good output then email that report to yourself by prssing the email icon.
In this example Single Report is selected as all records require to be output to one report.
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Merge to Many allows an email merge of the report for the selected records, each with theor own email destination.
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Merge to one allows an email merge but with a single destination for all reports generated