Customer Services ( By Customer and Service Start Date)

Customer Services ( By Customer and Service Start Date)

Report Section

Customers

Brief Description

Provide a customer overview of customers and their services

Description

Have a quick view of cash flow data for any given period broken down into months.

Key Points

Search Date

This is the service Start Date period

Start Date

There must be a valid start date in the service for this to register, if you don’t have a valid start it will display as empty

Contract Terms

This takes the latest service start date contract terms field, if a service is empty it ignores that contract

Service Type

This takes the latest service start date service type