Create a Service Support Report

If you are coordinating support services for your clients, it can be useful to run a Service Support report.

1.        Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want).

2.       In the Client Funding table, click Open on the Service Contract.

3.       In the Service Support table, click Create Service Report.

The report is generated as a PDF, so you can print it, or download and save it.

           

4.      The report is arranged in two sections. The first is by Service Provider, showing the total amount for each:

5.      The second section is listed alphabetically by Service Type:

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