SMP Standard Reports List

SMP Standard Reports


Customer Reports Customers by Name Customers by Salesperson Customers by Last Activity Customers by Specific Salesperson Customers by Installation Date Range Customer Labels, Site Address Customer Labels, Billing Address Customer Contact Report Customer Equipment List Customer Trunk List Warranty Expirations by Date Range Maintenance Exp. by Date Range Billable Customers Module Reports and Forms Customer Snapshot Customer Equipment and Trunk Reports Open or Closed Service Report Service History Report Statements and Past Due Notices Order and Contract Invoices Site Directions Report General Customer & Site Notes Subcontractor and Sales Notes Service Calls Reports Open Service Calls Open by Request Date Open by Due Date Open by Technician Open by Service Code Open by Billing Status Closed Service Calls Closed by Date Closed Closed by Technician Closed by Service Code Closed, Billing Summary Closed by Billing Status Module Reports and Forms Service Ticket (Basic, Standard, Invoice, Dot Matrix Styles & Print Friendly Versions) Closed Service Call Invoice (Print & Email) Service History & Service Detail Reports Materials Request & Material List Reports Customer Equipment and Trunk Reports General Customer & Sales Notes Site Directions Report Parts Rolodex All Items on File Parts by Manufacturer Parts by Item Name Parts by Part Number Parts by System Parts, Item Cost Parts, Item Sell Price Inventory Reports Open Inventory Items Inventory by System Type Inventory by Location Part Number Report Inventory by Item Name Open Purchase Orders Purchase Orders by Vendor Open Vendors Items at Minimum Levels Vehicle Snapshot Vehicle List Vehicle Fuel Receipts Vehicle Tags Due Vehicle Inspection Due Vehicle Maintenance Schedule Vehicle Maintenance History Module Reports and Forms RMA Authorization Ticket Purchase Order Bar Code Product Labels		Installation Orders Reports Open Installation Orders Open by Request Date Open by Due Date Open by Technician Open by Service Code Open by Billing Status Closed Installation Orders Closed by Date Closed Closed by Technician Closed by Service Code Closed, Billing Information Closed by Billing Status Module Reports and Forms Install Ticket (Basic, Standard, Invoice, Dot Matrix Styles & Print Friendly Versions) Closed Service Call Invoice (Print & Email) Service History & Service Detail Reports Materials Request & Material List Reports Customer Equipment and Trunk Reports General Customer & Sales Notes Site Directions Report System Reports Contacts Rolodex User Activity Log Receivables Reports Open Invoices Aging by Billing Name Aging by Site Payments Credits Recurring Billing Billing History Billing Summary, No Sales Tax Sales Tax, Accrual-Based Sales Tax, Cash-Based Customer Statement Past Due Notice Sales by Current Month Sales by Current Week Sales by Current Day Sales by Date Range Module Reports and Forms Invoices (Print & Email Capability) Payment, Credit & Deposit Receipts Service History & Service Detail Reports Materials Request & Material List Reports General Customer, Sales & Invoice Notes Site Directions Report Sales Leads Reports Open Sales Leads Module Reports and Forms Sales Lead Snapshot Proposal (Print & Email Capability) Report Designer Customize any of the following forms with the Report Designer feature in the Utilities Module. Service Call Tickets Basic Style Standard Style Invoice Style Dot Matrix Style Installation Order Tickets Basic Style Standard Style Invoice Style Dot Matrix Style Installation Order Tickets Basic Style Standard Style Invoice Style Dot Matrix Style