Viewing Services Due
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.
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.
Merge to Many allows an email merge of the report for the selected records, each with theor own email destination.
Merge to one allows an email merge but with a single destination for all reports generated
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