CM> Reports> Issue Detail

Issue Detail Report

Summary

The issue detail report displays the steps of an issue and the scheduled and completed times of those steps. You can also run this report from the Issue Search window (CM> Issues> Issue Search).

Related Links

Click here for information on the Issue Search window.

Click here for information on the CM Setup window.

Click here for information on the Issue Step Search window.

Step by Step

1     Open the Issue Detail Report window (CM> Reports> Issue Detail).

2     Configure the report.  

 

• Select the Issue Types to include in the report. Press CTRL+A and SPACE to highlight and select all the Issue Types displayed.
  • Issue Types are set up on the Issue Type Maintenance window (CM> Maintenance> Issue Types) and attached to issues when they are created. Click here for information on Issue Type Maintenance.

• Select an Issue Status to include in the report. Press CTRL+A and SPACE to highlight and select all the Issue Statuses displayed.
  • Issue statuses are set up on the Issue Status Maintenance window (CM> Maintenance> Issue Status) and attached to issues when they are created. Click here for information on Issue Status Maintenance.

• Select an Issue Resolution to include in the report. Press CTRL+A and SPACE to highlight and select all the Issue Resolutions displayed.
  • Issue resolutions are set up on the Issue Resolution Maintenance window (CM> Maintenance> Resolution Type) and attached to issues when they are completed. Click here for information on Issue Resolution Maintenance.

• Enter an issue number in the From Issue Number and To Issue Number fields to filter the report by a range of issue numbers.
  • The issue number is a sequential number assigned to the issue as it is created.
  • You can leave the To Issue Number field blank to include all issues with an issue number greater than the issue number entered in the From Issue Number field.
• Enter a Citation number in the From Citation Number and To Citation Number fields to filter the report by a range of citation numbers.
  • You can leave the To Citation Number field blank to include all issues with a citation number greater than the citation number entered in the From Citation Number field.
  • You may get more than one issue per citation number if you have not set up your Contact Management module to force unique citation numbers by checking the Enforce Unique Citation Numbers toggle (CM> Utilities> Setup). Click here for information on the CM Setup window.
  • The report will display all issues with the citation numbers included in the range, including those that have more than one issue per citation number.
  • The Citation Number fields may display different labels if you have edited the labels on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels). Click here for information on Miscellaneous Field Label Maintenance.
• Enter a date in the From Issue Date and To Issue Date fields to filter the report by an issue date range.
  • If you leave the To Issue Date field blank, the report will include all issues with an issue date after the date entered in the From Issue Date field.
  • The issue date defaults to the date the issue is created on the Issue Maintenance window (CM> Issues> Issues Search> Create icon). This date cannot be modified when the issue is being created.
• Enter a Source Customer Number or click the field label and select one from a list to filter the issues that display in the report by source customer.
  • The Source customer is the customer that initiated the issue, and is attached to an issue on the Issue Maintenance window (CM> Issues> Issue Search> Create icon> Source Customer Number field). Click here for information on the Issue Search window.
• Enter a Target Customer Number or click the field label and select one from a list to filter the issues that display in the report by issue customer.
  • The Issue customer is the customer that the issue concerns and is the customer that will be charged for an AR invoice or billable UB service request. Some issues may not have a customer attached to them.
• Enter a Target Lot Number or click the field label and select one from a list to filter the issues that display in the report by issue lot.
  • The target lot number is the lot attached to the issue. Some issues may not have a lot attached to them.
• The Issue Detail report will display the issue number, citation number, issue date, issue type attached to the issue, issue status, and the resolution if the issue has been completed. The report will also display the step number and description, scheduled date, and completion date if the step is complete.

3     Print the report.  

 

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). Click here for information on the Jobs Viewer window.
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report). Click here for information on the View Reports window.

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