The Service Report Details Tab

The Service Report Details tab allows you to view or edit the information you entered for the Report Details fieldset of the Add Service Report form.

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Listings	From the Service Report screen, select the Service Report Details tab.

TOPICS RELATED TO THIS SCREEN
FEATURE	PROCEDURES
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).