Customer Services ( By Customer and Service Start Date)
Report Section | Customers |
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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 |
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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 |
, multiple selections available,