CM> Reports> Print Issue

Print an Issue

Summary

The Print Issue report will create a printed version of each issue. You can run this report from the Issue Search window (CM> Issues> Issue Search) and from the Print Issue window (CM> Reports> Print Issue).

Related Links

Click here for information on the Issue Search window.

Click here for information on the CM Setup window.

Step by Step

1     Open the Print Issue window (CM> Reports> Print Issue or CM> Issues> Issue Search> Print icon ).

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. Click the field labels to open an issue number selection window.
  • 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 in 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 in CM> Issues> Issues Step Search. 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 Step Search window (CM> Issues> Issue Step Search> Source section> Customer Number field). Click here for information on the Issue Step 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 will print on more than one page if there are many different issue steps or extensive notes in the Detail Notes field on the Steps tab.
• The Issue will display all of the fields from the General tab and the information on each step of the issue.
  • The address fields in the issue Target section is the address of the lot. If there is no lot attached to the issue the address field will be empty.
  • The User Name field displays the Springbrook user who was attached to the step.
  • The Scheduled Date and Scheduled time fields will display the date and time that the steps of an issue were initially scheduled to begin.
  • The Description field will display the contents of the Description field on each individual step.
  • The Notes field in the Issue Step section is pulled from the Step Notes section of the Issue Maintenance Steps tab.
  • The Queue and Role fields will display the Queue and Role attached to the step.
  • The Completed Date and Completed Time fields will display the date and time the steps of an issue are completed.
    • If there is an action in the issue step, the date and time fields will populate when you click the Generate icon .
    • If there is no action in the issue step, you can manually enter a completion time and date to complete the issue step.
  • The Action field is the module that the step is affecting with the action it is performing. If there is no module name in the field there is no action being performed by the step.
  • The Action Description field displays the process that will be performed by the step.
    • If the step is creating an Accounts Receivable invoice, the Interface Description field will display the AR fee code and fixed amount of the fee.
      • AR fee codes are set up in AR> Maintenance> Maintain Fees.
    • If the step is creating a Utility Billing service request the service request code will display in the Interface Description field.
      • Service request codes are set up in UB> Maintenance> Service Request Code.
  • The Action Status field displays the status of the action being performed by the step. If the action has been performed the service request number or invoice number created by the issue step will display in the field.

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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