New Report - Service History by Zip Code
In Version 13.0, we added a new report - Service History by Zip Code.
The idea behind the report is to see where you are actually doing business. The report just has one criteria which is a time frame.
Then, it will display, by zip code, the total activity.
What Information is Displayed
- On the Screen and Excel (they are the same):
- # of Customers
- # of Service Calls
- # Service Agreements
- # of Invoices
- Total Invoices ($)
- # of ESM Proposals
- # of ESM Proposals Won
- # of ESM Proposals Won ($)
How to Activate
No activation necessary. The Report is automatically added to the list of Reports.
By default we have given the permission to this Report to all Dealer Admins. If someone in your company, should not see the Report, please update their permission appropriately.
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