The Add/Edit Service Report Form

The Add/Edit Service Report form contains the fields needed to schedule a service report for a listing or closing. The default values for many of the fields on this screen can be changed from the Listing Service Reports Setup tab or the Closing Service Reports Setup tab.

Topics related to this screen
Fields available on this screen

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Calendar	From the View Plan screen, click the Add Service Report link or the name of the report you want to edit.
Listings	From the Service Reports tab, select the Add Service Report link.

TOPICS RELATED TO THIS SCREEN
FEATURE	PROCEDURES
Calendar	Listing & Closing Service Reports Adding a Service Activities Report Editing a Service Report in a Plan Template
Listings	Listing & Closing Service Reports Recording a Service Activity Editing or Deleting Service Activities Service Reports Adding a Service Activities Report Viewing and Editing a Service Report Publishing and Sending a Service Report Applying a Service Report Plan

FIELDS AVAILABLE ON THIS SCREEN
FIELDSET	FIELD	COMMENTS
Service Report Details	Report Name	Give the report a useful name. A name that defines its time period (e.g. "2nd Week Report", "4th Week Report") will likely be the most useful, since the Service Reports Landing screen will allow you to sort service reports by address, and you will be sending publishing the reports for people who only have a single property listed with you.
	Schedule this Report	In the Schedule this report field, define the delay between the listing/closing date and the report generation. The actual date of the generation will be displayed below the field. This is the date upon which the report will appear in the Service Reports Summary screen.
	Assigned to	Team/Broker accounts only.
	Prepared for	Can be prepared for any number of listing or closing parties.
	Type	Select whether you want the report to be periodic (i.e. to only contain the activities performed since the last report) or cumulative (i.e. to contain every activity performed since the creation of the listing/closing).
Service Activities	Include Activities from	The date range you define here can be adjusted in all directions before publishing and sending the report.
Service Report Text	Services Performed Header	This field provides the title for an introductory paragraph that precedes the list of services that you have performed.
	Services Performed Body Text	This field provides the introductory paragraph that precedes the list of services you have performed. You can define any number of paragraphs by clicking the Add link and adding a new title and paragraph in the in-line control. Any changes you make to the paragraph in the text field will automatically be saved as the new content for that particular Body Text entry.
	Summary Remarks Header	This field provides the title for an closing paragraph of the service report.
	Summary Remarks Body Text	This field provides the closing paragraph to your service report. You can define any number of paragraphs by clicking the Add link and adding a new title and paragraph in the in-line control. Any changes you make to the paragraph in the text field will automatically be saved as the new content for that particular Body Text entry.
	Other Comments Header	By default, this field provides the title for the "Questions" section of the service report, which you can use to urge the contact to call you with any questions or concerns.
	Other Comments Body Text	By default, this field provides the text to your "questions" section, which you can use to urge the contact to call you with any questions or concerns.
Report Photo and Content	Include Property Photo	If Yes, the default photo used will be the default front view of the property.
	Photo to Show on Report	All possible views will be available, regardless of whether or not there is actually a photo available for the view.
	Include Showing Agent Name	If Yes, the "Showing Agent" defined in any showings you have performed for the listing will be displayed.
	Include Cash Expenses Total	Refers to the cash expenses defined in the report's service activities, not any expenses defined in your financial functions.
Market Data	Include Marketing Data	Listing Service reports only. If Yes, the Market Data fields will display.
	Market Data Header	Listing Service reports only. This field provides the title for the Marketing Data section of the service report.
	Market Data Body Text	Listing Service reports only. This field provides the introductory paragraph to your Market Data section. The graphs illustrating market conditions immediately follow this paragraph.
	Market Statistics Date Range	Listing Service reports only. By default, the date range for the statistics is the previous report date (or listing date, or acceptance date) to the current date.
	Graph Details	Listing Service reports only. Available fields: Homes for Sale at Start of Period, Homes for Sale at end of Period, Sold Homes, New Listings, Expired Listings. The numbers submitted will be used to build a colorful graph that helps illustrate the current state of the market in your listing's/closing's area.
	Graph Design	Listing Service reports only. Available designs: 3-D Bar, 2-D Bar, 3-D Pie, 2-D Pie.
Service Report Footer		Fields available: Include Agent Name?, Include Agent Designation, Include Company Name, Include Company Website? If Yes, will draw the values from the information defined in the My Info tab.
Agent Contact Info		Fields available: Include Home?, Include Mobile?, Include Business?, Include Pager? Include Fax?, Include Email? Include Website?. If Yes, will draw the values from the information defined in the My Info tab.
Service Report Colors		Fields available: Section Header Color, Divider Color, Primary Font Color, Secondary Font Color. The color palette pop-up will help you choose colors for your reports. Barring that, you can define your colors as hexadecimal values.