Adding a Service Activities Report

Service Activity Reports can be added to Service Report Plans or directly to listings or closings.

Two varieties of Service Reports are available: cumulative and periodic. Cumulative reports include every activity performed for the listing based on its listing date, and for the closing based on its acceptance date. Periodic reports include every activity performed for the listing/closing since the last report was generated or can be created based on a date range.

Note: The most common workflow for setting up a Service Activity Report is to define the report's settings in your Listings & Closings settings and schedule a report plan within the listing or closing record. This approach is recommended as each service report in the plan has text specific to the sequence of reports.

Open the Services Reports tab. How?
1. From the Main Menu bar, go to Listings & Closings > [Listings/Closings Summary].
2. Click the [listing/closing]'s row to open the record.
3. Click the Activities tab.
4. Click the Service Reports sub-tab.
Click the Add Service Report action link.

The Add Service Report form appears.
In the Service Report Details section, do the following:
1. Enter a meaningful Report Name, since it needs to be distinguishable when you view it in the Service Reports summary screen.
2. In the Schedule this report field, define the period when you want the report scheduled for (with respect to the listing or acceptance Date).
  
  Note: One-time service reports will immediately appear in your Service Reports summary screen. For service reports applied through a plan, the previous Service Report must be marked done before the next one appears in the Service Reports summary screen.
3. 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).
The Service Report Text is defined by your Service Report settings. To modify default text or add new text:

Note: Changes you make to the Services Performed text will affect all Service Reports. Adding or updating text in the Summary Remarks or Other Comments sections will only be reflected in the current service report. You can add new text that will be applied to all Service Reports in your Service Report settings.
1. Click the Select comments link.
2. Modify existing default text by selecting the text from the Body Text drop-down list. Click the Edit link to modify the text and then click Save.
3. Add new text by clicking the Add link. Enter the body text and indicate whether you want the new text to become the default used in all Service Reports moving forward. Click Save.
The Report Photo and Content section lets you indicate what photo and content you want to appear in your service reports.
If you are adding a Listing Service Report, you can modify the Market Data that can be included in the report. As with the Service Report Text, any changes you make here will not be reflected in your default settings.
The Service Report Footer information and Agent Contact Info draw from your My Account to display in the Service Report.
The defaults for the Service Report Colors are defined in your Service Report settings. Once again, changing the values here will not alter the default values.

For a complete listing of the fields and functions available, see the "Add Service Report" reference topic.
To preview the service report prior to saving it, click the Preview button.
To add the service report, click the Add Service Report button. Or, to save the service report and to update more of its details, click the Add & View Service Report button.

Only the Service Report Details and a portion of the Service Report Text in your Service Report Plan can be modified. The rest of the settings are defined in your Service Report settings. You can modify these global settings or make specific changes after the plan has been applied to the listing or closing. Note that global settings affect all of your Service Reports.

Open the Plans Manager. How?
- From the Main Menu bar, go to Calendar > Plans Manager.
Click the tab that contains the plan you want to work with.
From the Show drop-down list, select Service Report Plans.
Click anywhere on the plan's row to open the plan.

Note: You can only add a Service Report to a personal plan (i.e. a plan that you've created yourself or a default plan that you've made a copy of).
Click the Add Report action link.
In the Report Details section, do the following:
1. Enter a meaningful Report Name, since it needs to be distinguishable when you view it after it has been applied to the listing/closing.
2. In the Schedule this Report field, define when you want the report scheduled for – after the scheduled date (for a listing, this is the listing date; for a closing, this is the acceptance date) or after the previous report.
  
  Note: If scheduled after a previous report, you must mark done the Service Report from the Service Reports summary screen before the next report appears.
3. 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).
The Service Report Text is defined by your Service Report default settings. To modify default text or add new text:

Note: Changes you make to default text will affect all Service Reports.
1. Click the Select comments link.
2. Modify existing default text by selecting the text from the Body Text drop-down list. Click the Edit link to modify the text, and then click Save.
3. Add new text by clicking the Add link. Enter the body text and indicate whether you want the new text to become the default used in all Service Reports moving forward. Then click Save.
Once finished, click the Add Report button to add the Service Report to the plan.