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.