Customer Reports

Report: Recurring/Non-Recurring Customers

What This Report Does:
Generates a list of customers that have recurring or non recurring jobs scheduled.

Upon opening this report, you’ll have the option to filter your search results by either recurring or non recurring customers. Once finished with your selections, click Run Report to continue.

Once generated, you will be able to view the following information within the report:

  • Customer – Displays the customer’s name
  • Account# – Displays the customer’s associated account number
  • Phone# – Displays the customer’s phone number
  • Email – Displays the customer’s associated email address
  • Address – Displays the customer’s billing address

At the end of each customer, you’ll see a Show Jobs link. Clicking this will bring up a list of jobs with columns denoting the Ticket#, Assignment Date, Job Status, Job Type, and Recurrence Pattern

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