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Astea 15.4: extracting multiple service reports?


bskallerud
Sidekick (Customer)
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Hi all - is there a way to extract the service reports for multiple service orders at once? A customer is asking for copies of all service report for 2 years...

Best answer by Phil Seifert

Hi Bjørn,

You should have a module called Service Order Report.  Here you can define filters for the selection of service orders including dates, request types, etc.  Plus you can define the output as PDF.

 

What should happen is a PDF is displayed in your browser after it completes containing ALL the service order reports matching the criteria.  The reports will be multiple pages inside a single PDF as shown below (identifiers redacted).

Perhaps this will help you achieve what you are seeking.

 

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4 replies

Phil Seifert
Ultimate Hero (Employee)
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  • Ultimate Hero (Employee)
  • 1317 replies
  • Answer
  • January 7, 2025

Hi Bjørn,

You should have a module called Service Order Report.  Here you can define filters for the selection of service orders including dates, request types, etc.  Plus you can define the output as PDF.

 

What should happen is a PDF is displayed in your browser after it completes containing ALL the service order reports matching the criteria.  The reports will be multiple pages inside a single PDF as shown below (identifiers redacted).

Perhaps this will help you achieve what you are seeking.

 


bskallerud
Sidekick (Customer)
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  • Author
  • Sidekick (Customer)
  • 206 replies
  • January 7, 2025

Excellent. Thanks, Phil!


bskallerud
Sidekick (Customer)
Forum|alt.badge.img+11
  • Author
  • Sidekick (Customer)
  • 206 replies
  • January 7, 2025

Quick update - Service Order History Report for invoiced service orders :-)


Phil Seifert
Ultimate Hero (Employee)
Forum|alt.badge.img+24
  • Ultimate Hero (Employee)
  • 1317 replies
  • January 7, 2025

Sorry, forgot to mention that detail as you were looking for reports of old service orders which probably were invoiced.


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