Declined Services Report

The Declined Services Report is a Sales report that shows the declined services for a specified date range. Only labor that was declined and closed within the date range are included.

Available Sales Report Filters

You can apply the following Sales Report filters:

• Date Range
• Profit Center
• Service Writer
• Labor Category

NOTE: You can also run the Declined Services Report in batch mode.

Remaining Sales Report Options

The remaining Sales Report options are as follows:

• Include Charges on Labor Reports is checked by default.
• Group by Tax ID does not apply and is disabled.
• Count Jobs by Category does not apply and is disabled.
• Sales Report Options do not apply.

Running the Declined Services Report

Complete these steps:

1. Open the Reporting module.
2. Click the Sales Reports toolbar button. The Sales Reports window opens displaying the available reports.

3. Scroll down and select Declined Services.

   

4. Select the available filters:
• Date Range
• Profit Center
• Service Writer
• Labor Category
5. Click the Print button. The report data begins compiling.
6. When the report data is ready, the Output Selection window for printing reports opens.
7. Select the print output you want and click OK. The report prints.

NOTE: When printing to the screen, use the print preview tools in the toolbar to navigate the report.

Report Sample

The following image is a sample of the Declined Services Report.

Declined Services Report Information

For each entry:

• The top row is a repair order that contains declined labor within the selected date range.
• Each sub-row is the declined labor in the following format: Labor Category | Labor Operation Number | Labor Description.

  • Declined labor that does not have a valid labor category are listed under “Not Assigned”.

NOTE: Only the labor that was declined on the repair order is included. If other labor was completed on the repair order, the completed labor is not included in the Declined Services Report.

Declined Services Columns

The following columns appear for each repair order:

• Repair Order Date
• Repair Order Number
• Service Writer
• Customer's First Name
• Customer's Last Name
• Customer's Address (street, city, state, and zip code)
• Vehicle (year, make, and model) on the repair order
• Phone1 (phone number marked as Primary)
• Phone2 (phone number in the next phone number field with data)
• Email1 (email with the Send option checked)

Drilling Down on the Declined Labor

On the print preview window, you can drill down to individual labor by clicking on a sub-row.

• Labor Category
• Labor Operation Number
• Labor Description

The drilldown report opens displaying only the labor information. The toolbar shows the repair order number and "Declined Services" in the drilldown tab.

Click the Main Report tab to see the main report again.

Related Topics

• Printing Reports
• Printing to the Screen (Print Preview)
• Print Preview Window
• Drilldown Toolbar
• Exporting Reports