Report Generation is a powerful tool capable of narrowing down customer lists based on different criteria associated to your customers.
- Reach out to customers you haven't heard from lately
- Report Generation allows for Exclude filters, enabling a wide array of different report results.
- What customer's do not have Service Agreements
- Customer's you haven't serviced in a particular date range
- How many customer's were added in a particular month
- Customer's with a specific piece of Equipment
- and much more!
See it done
Step by step
1. In ESC, go to Customer Info | Reports | Report Generation.
2. Click on the History tab.
3. Click into the Date Serviced fields and enter a range of dates.
4. Check off the Exclude Customers Matching Criteria check box.
5. Click OK
Please sign in to leave a comment.