Knowledge base

Want to know what times of day you write the most contracts?  What days you write the most contracts?  Run this report: define date begindt=parameter/prompt=”Enter Beginning Date to Report “ define date enddt = parameter/prompt=”Enter Ending Date to Report “ define file crtot = access cr_totls, set cr_transaction=cr_log:cr_transaction, approximate where cr_log:cr_ticket_prev_status=”NEW”    and cr_main:cr_open_date>=begindt   […]

May 21, 2020

Summary of all tickets started by clerk by current ticket status with ticket total dollars: define date begindt=parameter/prompt=”Enter Beginning Date to Report “ define date enddt = parameter/prompt=”Enter Ending Date to Report “ define file crtot = access cr_totls, set cr_transaction=cr_log:cr_transaction, approximate where cr_log:cr_ticket_prev_status=”NEW” and cr_main:cr_open_date>=begindt and cr_open_date<=enddt and cr_log:cr_trans_stat not one of “RB”,”AB” and […]

List of all tickets started by clerk with current ticket status and ticket total dollars: define date begindt=parameter/prompt=”Enter Beginning Date to Report “ define date enddt = parameter/prompt=”Enter Ending Date to Report “ define string inits[3]=parameter/prompt=”Enter Employee Initials to Report “/uppercase define number tckt = if cr_main:cr_trans_type=”C” then cr_contract    else if cr_main:cr_trans_type=”R” then cr_reservation    else cr_transaction […]

To get a list of contracts closed over a period of time in descending order of total contract amount, run the following: define date begindt=parameter/prompt=”Enter the Beginning Date to Report ” default todaysdate – 365 define date enddate=parameter/prompt=”Enter the Ending Date to Report ” default todaysdate – 334 define number tvalue = parameter/prompt=”Enter Minumum Ticket […]

define   date edate1 = parameter prompt “Enter Start Date” ;   date edate2 = parameter prompt “Enter End Date” ;   file csmain = access cs_main, set cs_main:cs_key = cr_main:cs_key; where ( cr_excpt:cr_ex_date >= edate1 and cr_ex_date <= edate2 )   and ( cr_exception_code one of “SLSPRCTYCH”, “RNTLRTTYCH”, “FNLADJSLS”, “FNLADJRNT”, “GLBLTCKDSC” ) list/duplicates/domain=”cr_excpt”/nobanner   […]

Top 100 customers   define      date idate1 = parameter prompt “Enter Starting Date” ;    date idate2 = parameter prompt “Enter Ending Date” ;         where     ( cs_inv:cs_icreate_date >= idate1 and cs_inv:cs_icreate_date <= idate2     )         sum/nobanner/duplicates/domain=”cs_inv”     cs_inv:cs_iamount/heading=”AMOUNT $”                   by     highest 100 cs_inv:cs_key      cs_main:cs_name

where cs_main:cs_contact_method one of “F”, “X”   or cs_main:CS_ap_contact_method one of “F”, “X” list /nobanner .title = “Customers with Contract Method of Fax”   cs_main: cs_key cs_name cs_address_1 cs_address_2 cs_city al_st_code   cs_main:al_zipcode cs_contact_method cs_phone_2 cs_ap_contact_method   cs_main:cs_ap_fax cs_last_cont_date cs_ltd_sales

Report Output Example: ********************************************************************************************************************** /*The following report will list revenue volume (this year and last) for customers by assigned salesperson:*/ define std_date rundt=parameter/prompt=”Enter Effective Date to Report ” define string custy=parameter/prompt=”Enter Customer Type to Report (CA, AR) (#A for All)”/uppercase define string inits[3]=parameter/prompt=”Enter Salesperson ID (#A for All)”/uppercase define number mtd = if month(cs_inv:cs_icreate_date)=month(rundt) and […]

Report Output Example: ********************************************************************************************************** –customers who’s insurance exp date is after today’s date –sorted by date where cs_main:cs_insurance_date > todaysdate list/nobanner/domain=”cs_main”/title=” CUSTOMERS WITH VALID INSURANCE CERTIFICATES” cs_main:cs_key cs_main:cs_name cs_main:cs_address_1/heading=”ADDRESS” cs_main:cs_city cs_main:cs_insurance_date/heading=”INSURANCE-EXPIRE-DATE”/mask=”MM-DD-YYYY” cs_main:cs_dw_required/heading=”DW” cs_main:cs_type_code if cs_phone_1>0 then {cs_phone_1/heading=”PHONE”/mask=”(ZZZ) ZZZ-ZZZZ” }cs_main:cs_contact link(cs_main:cs_email_address, “mailto:”+cs_main:cs_email_address)/heading=”EMAIL-ADDRESS” sorted by cs_insurance_date cs_name

Report Output Example: ****************************************************************************************************************** /* The following report will generate MTD and YTD total revenue by customer business type for this year and last year. */ define std_date rundt=parameter/prompt=”Enter Effective Date to Report ” define string custy=parameter/prompt=”Enter Customer Type to Report (CA, AR) (#A for All)”/uppercase define number mtd = if month(cs_inv:cs_icreate_date)=month(rundt) and year(cs_icreate_date)=year(rundt) then […]