The Tune-up Report in CertainPath is a valuable tool for managing and tracking tune-up schedules for customers under specific club memberships. This knowledge base article provides step-by-step instructions on how to run the Tune-up Report to efficiently manage tune-up schedules.
Step-by-Step Guide to Running a Tune-up Report:
Navigate to the Reports Tab:
Once on the reports bas scroll down to the Customer section.
Click on the Tune-up Report.
Set Parameters for the Report:
After clicking the "Run Report" button, you will be directed to a page where you can set parameters for the report.
Specify the desired filters such as:
Date range: Enter specific dates within which you want the report to run.
Membership: Select the club membership for which you want to generate the tune-up report.
Tune-up type: Choose the specific type of tune-up you want to include in the report.
Generate the Report:
Once you have set the desired filters for the report, click on the "Generate" button.
The system will process your selections and generate the Tune-up Report based on the specified parameters.
Review the Report:
Upon generating the report, you will see a list of customers who are due for a tune-up under the selected club membership.
The report will display customer information along with their last scheduled tune-up date. If the date column is blank they have not had a tune-up completed.
Access Customer Information:
To obtain more detailed information about a specific customer, you can click on the blue hyperlinked customer number located to the left of the customer's information.
This will redirect you to the customer's page where you can view additional details and history related to tune-ups and other services.
If the address displayed is not the correct address this is because the membership is assigned to the billing location rather than the service location.
Conclusion: Running a Tune-up Report in CertainPath allows businesses to effectively manage and track tune-up schedules for customers under specific club memberships. By following the outlined steps, users can efficiently generate comprehensive reports detailing customers due for tune-ups within a specified date range and membership. This helps businesses stay organized and ensure timely maintenance for their customers' equipment or services.