Using the assignment report, you can pull a list of service requests by applying criteria on service and assignee. This report provides you with both ongoing and closed or canceled service requests.
Assignment reports can only be viewed on the browser page of Boombirds. It cannot be downloaded.
Go to, Reports > Assignment Report > Define
Provide the criteria to generate the report. The report can be for all employees or a specific (use ‘Team’ option) or a specific employee (use ‘Assignee’ option). The report can be for all the service requests or for a specific service. Choose the type of service from the dropdown box.
In the case of the report listed by the team, choose the team from the list. In the case of the report listed by the assignee chose the team member from the list given below. And provide a date range and select ‘view report’ to generate the assignment report.
On the Active tab, you can find the entire ongoing service request satisfied the criteria specified and on the Reports tab, you can find the entire closed and canceled service request.
You can expand a service request to find its details by selecting the service name. By selecting the unique serial number, the browser page will take you to the action tab of that service request.
You can modify the criteria of the report using the modify option.
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