Process / Accounts Info Report

This report was designed to help you track the overall performance of your business. This report is most useful when tracking performance within a specific date range.

1. Go to PM Reports -> Job Reports -> Process / Accounts Info

2. When you press on the “Process & Accts Info” button on the “Process Data entry” layout, you initiate a two part script. The first part of this script has been made using multiple find requests and both "local" and "forward" have been entered in the "Type of Work Order" field. (You can override this script by setting other "FIND" parameters here.) 

3. When presented with this "Find" layout (the second part of the script), note that the cursor is blinking in the "Date Served" field. Please do as follows: to see your business activity for a particular time frame, you must enter a date range in this field and whatever “Status” you want to see in the “Status” field (in most cases you will want to see the “Closed” records... click on “Closed”). Press the "Enter" key on your keyboard to complete the "Find" sequence. Press the "Preview button above to see the summaries for each client (use the book on left to go between multiple pages).