Performance Question Report
Utilities Menu -> Counter -> Performance Questions By Document Utility ->
REPORT button -> Performance Question
Report
Key performance indicators can be setup in Performance Questions so that the responses can be
entered by staff when the contract or invoice is entered and
completed.
This Performance Question Report generates a detailed report by
customer and document listing the number of product detail lines on
each document, and the number of detail lines that failed each
performance question with any associated comment.
A summarized report is also provided listing the total number of
documents in the range with the total product detail lines of the
failed documents and the total failed product lines.
A Performance Question breakdown gives the total failed lines per
question and the failure percent.
The prompts are:
-
- FROM DOCUMENT DATE
- Accept the beginning of the current month for the starting date
for the report, or enter a preferred starting date.
TO DOCUMENT DATE
- Accept the today's date for the ending date for the report, or
enter a preferred cut-off date.
CUSTOMER, "ALL" OR "SEL"
- Select one of the following options:
- Type ALL to include all customers in the report.
- To generate the report for a single customer enter the customer
number or select one from the Accounting
Customer Search window.
- Type SEL to select a several specific customers for the report,
as outlined in the Selected Customers
window.
DOCUMENT TYPE
- Select one of the document types:
- Click Contract to print the report for only contracts in
the range of dates and customers.
- Click Invoice to print the report for invoices in the
range from Current, Batch, or History.
- Click All to include both contracts and invoices in the
output.
Note: Performance Questions do not apply to Quotes,
Reservations, Rental Return Invoices, Cycle Billed Invoices, Point
Of Sale Invoices, Work Orders, or Work Orders Invoices.
NEW PAGE PER CUSTOMER
- Check this box to print the information for each customer in
the detailed report on a separate page.
Uncheck this box if the detailed report does not require separate
pages per customer.
PRINT DOCUMENTS WITH NO ISSUES
- Check this box to include all documents in the range in the
detailed report output, even if there are no performance issues.
Uncheck this box if the detailed report should only reflect
documents that failed a performance indicator.
The summary will provide a total count of all documents in the
range.
Finished?
- A printer can be confirmed or re-selected from the Printer
option located on the menu bar at the top of the screen.
Click ACCEPT to begin printing the report, or CANCEL to
abort.
Topic Keyword: RSPQM04 (4008)