Services Report

A scheduled report to show details of services in a CSV & PDF format.

To run the report:

• Navigate to the reports menu and select Services report

• Click schedule new Services report

• Enter a name and select the offices you wish to include in the report

• Complete the schedule details by entering a frequency, day(s) of the week and a time

• Choose a run until date

• Select a date range of current, previous or next

• Select Service types. You can choose to select all services or select specific

• Choose your output options. You can select CSV, PDF or both

• Under Report Sections you can select the fields you wan to include on your report. The default will be to select all. Untick the boxes to de select

• Finally select the email(s) of the recipients you would like the report to be emailed to.