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SummitAI Service Management Help

 Service Request Management

Report Description

Search Service Request report displays the report of SRs based on your search criteria. You can view details such as SR ID, Request Type,  Log Time, Status, Caller, and so on.

SEARCH SERVICE REQUEST REPORT
Figure: SEARCH SERVICE REQUEST REPORT

Click  to refresh the report.

On the table, click the SR ID hyperlink to view the SR details. For information about viewing reports, see Viewing Reports.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the SEARCH SERVICE REQUEST page.

Filters

Click Filters icon on the ACTIONS panel to specify the filter criteria to display records in the SEARCH SERVICE REQUESTS REPORT.


Figure: SEARCH SERVICE REQUESTS REPORT : FILTERS pop-up window

PUSH REPORT

Click PUSH REPORT to configure the reports to be sent to the configured users at set intervals. 

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export and download the table data to a Microsoft Excel sheet. 

EXPORT ALL

Click EXPORT ALL to export all the records to a Microsoft Excel sheet.





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