Customer Appointment Review

Purpose

This provides detailed information regarding the appointment requested by the customer.

Provides

Customer Appointment Review including:

When to Run

As needed.

Running the Report

Steps to view a report
  1. Click the Reports tab.

The Standard window opens.

  1. In the Maintenance section, click Customer Appointment Review.

  2. In the new window, select or enter the appropriate parameters.

Required parameters are indicated by an *.

  1. Click on the View Report button.
  2. Page through the document using the controls in the upper left.
  3. Search by a keyword using the Find/Next box at the top of the screen.
  4. To update the information on the page, click the Refresh button at the top right of the screen.

Printing the Report

Steps to print a report

Exporting the Report

Steps to export a report to another program
  1. Click the Export button.
  2. Select the appropriate format.

This will generate a File dialogue box specific to your computer.

Related Topics