Enrich EMMS Online Help

Customer repair history report  

1. At the EMMS main menu, select Administration | Reports | Maintenance | Work Order | Customer Repair History OR Administration | Reports | Customer | Customer Repair History.
   • The Customer Repair History Report enter screen appears.
2. Fill in the fieldsfields as required.

   All Account Customers - if selected, the report will include all account customers. You cannot select "all" in combination with entering a customer number.

   All Retail Customers - if selected, the report will include all retail customers. You cannot select "all" in combination with entering a customer number.

   Billing Type to Include identifies whether to include billable only, non-billable only, or all billing types on the report.

   Customer is a specific customer to report on. Leave blank for all. It must be left blank if you select All Account Customers or All Retail Customers. You can click on the Prompt button to select the customer from a list. Enter either a Customer or Unit Number, but not both.

   Customer or Sales Rep Rpt identifies whether to generate a customer report or a sales rep report.

   Detail or Summary identifies whether the report should be detailed or a summary report.

   Download flags whether the report results should be placed into a file that can be downloaded to a PC.

   Equipment Type is a specific equipment type to report on. Leave blank for all. You can click on the Prompt button to select the equipment type from a list.

   Include Cost identifies whether or not costs should be included on the report.

   Repair Facility is a specific repair facility to report on. Leave blank for all. You can click on the Prompt button to select the facility from a list.

   Sales Rep Number is a specific sales rep to report on. Leave blank for all. You can click on the Prompt button to select the sales rep from a list.

   Unit Number is a specific equipment unit to report on. Leave blank for all. You can click on the Prompt button to select the unit from a list. Enter either a Customer or a Unit Number, but not both.

   WO Closed Date From is the earliest work order close date to report on.

   WO Closed Date To is the latest work order close date to report on.

3. To report on a specific retail customer:
   • Click Retail Customer .
     • The Select Customer screen appears. It will initially show shop miscellaneous customers; you will have to toggle to see all types of miscellaneous customers.
4. To limit the report to specific customer branches:
   1. Click Select Customer Suffixes .
      • The Select Customer Suffixes screen appears.
   2. Type in a Sequence number for a suffix to be included.
   3. Right-click on the suffix and select Select.
   4. When all suffixes have been selected, click Exit to return to the Customer Repair History Report enter screen.
5. Click Enter .
   • The Customer Repair History report (F4GFPFK) will print on your default printer.

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