Service Report Customization

Service Report Customization

Permission RequiredService Report Customization

Customize Service Report

The template of the service report can be customized as per your requirements. To customize the service report template, do the following:
  1. Navigate to Setup > Customization > Service Report.
  2. From the Choose Appointment to preview dropdown, choose a service appointment. The template will be populated with the details of the selected service appointment.

  3. Customize the layout.
  4. Click Save.

Service Report Layouts

The service report template has three layouts.
  1. Header Layout
    The header will contain the title, company name, and the organization location information. The company logo will be present if one is included in the Organization Profile. You can choose from one of the three header layouts.

  2. Page Layout
    Using this you can customize the body of the service report. Within the page layout, you can choose to rearrange the sections, and hide or display a section.

    Reorder sections: You can drag and drop a section to the desired position in the layout.

    Remove sections: You can exclude a section from the layout. To exclude a section from the layout, uncheck the section. If you include a section and there is no data available, then No records found will be displayed.

  3. Footer Layout
    The footer will contain the name of the field agent and the customer signature (if present). You can choose from one of the three footer layouts.

You can use Reset to revert to the previous settings of the layout.

Show Pricing

From the Service & Parts section of the Page layout, you can remove the pricing details. To remove the pricing details, unselect the checkbox Show Pricing in the Service & Parts section.

Once the checkbox is unselected, the pricing details will be hidden in the Service & Parts section of the service report.

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