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Workshop module

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Service Job Card Detail

Overview:
The "Service Job Card Detail" report provides a detailed analysis of service job cards, allowing users to view the number of bills and total amount for each customer or service item within a specified date range.

Report Name:
Service Job Card Detail

Report Type:
Script Report

Columns:

  1. Customer

    • Fieldtype: Data
    • Label: Customer
  2. Service Item (Only visible if "Customer View" is unchecked)

    • Fieldtype: Data
    • Label: Service Item
  3. No. of Bills

    • Fieldtype: Int
    • Label: No. of Bills
  4. Total Amount

    • Fieldtype: Currency
    • Label: Total Amount

Filters:

  1. From Date

    • Fieldtype: Date
    • Required: Yes
  2. To Date

    • Fieldtype: Date
    • Required: Yes
  3. Customer View

    • Fieldtype: Check
  • Label: Customer View

Description:

  • The "Service Job Card Detail" report provides a comprehensive breakdown of service job card details based on specified criteria.
  • Users can input the "From Date" and "To Date" to filter the report data within the selected date range.
  • If "Customer View" is unchecked, the report displays details grouped by service item, including the customer, service item name, number of bills, and total amount.
  • If "Customer View" is checked, the report displays details grouped by customer, including the customer, number of bills, and total amount.

Usage:

  1. Navigate to the "Service Job Card Detail" report.
  2. Input the "From Date" and "To Date" to specify the date range.
  3. Optionally, check "Customer View" to group the data by customer.
  4. Click "Run" to generate the report.
  5. View the detailed breakdown of service job card information, including the customer/service item, number of bills, and total amount.

Note:

  • This report helps in analyzing service job card data for better insights into customer transactions or service item usage.
  • Users with the "System Manager" role have access to this report.
  • Ensure to input valid date ranges to retrieve accurate data.
  • Use the "Customer View" checkbox to toggle between customer and service item grouping in the report.
Last updated 4 days ago
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