Report Generation: Discover Infrequently Serviced Customers

Report Generation is a powerful tool capable of narrowing down customer lists based on different criteria associated to your customers.

Details

• 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