This screen is used to view or print a summary of all selected agreements for the entire calendar year. The report can list all agreements or be filtered to only show specific agreements. The report shows all of the tasks scheduled for the year, broken down by month and Agreement Type. This report is designed to help you determine when your busiest months for agreements will be, and help plan new schedules for customers just coming on board with a maintenance agreement. The report will total the amount of Tasks scheduled for each month (NOT the total number of agreements, as one agreement may have several Tasks throughout the year) and show you the breakdown, sorted by Type.
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