Adjusting Route Sheets Report Options

The Route Sheets report is a summary of all service jobs within a given date range. You can customize this report to suit your company's needs.

Tip:
The settings below control what appears on the default Route Sheet report.
To make major changes to the report itself, you need to use Crystal Reports. For more details, read the Editing Crystal Reports topic.

Select Tools > Options or press CTRL+O. The Options dialog box appears.
Click Reporting from the Categories bar. The Reporting Options dialog box appears.

Click Route Sheets. The Route Sheets - Settings dialog box appears.

Select the phone number you want to display on the Classic style route sheet from the drop-down list.
Select the Show notes check box to display the job's notes on the Classic and CLIP^™ style route sheets.
Select the Show address check box to display customer addresses on the Classic and CLIP style route sheets.
Select the Show total charge amount check box to display the total amount charged to the customer for the job on the Classic and CLIP style route sheets.
Select the Show unmarked alarm code field check box to display the alarm code on the Classic and CLIP style route sheets.

Note:
The alarm code appears without a label on the report so that your customer's sensitive information is not compromised if the report is lost or stolen in the field.

Click OK. The Route Sheets - Settings dialog box closes.

Back to Defining Reporting Options