Any service reports assigned to a Top Producer 7i user to print or email will appear in Today’s business. This section tells you how to work with service reports from Today’s business.
From the main menu, highlight Schedule,
Today’s business, and then
click Service reports. The Service reports assigned to [user name on
date] page is displayed.
To only see service reports:
created on a
certain date or within a date range, set the two date fields. Either type
the date(s) or click the calendar icon(s).
assigned to
a specific user, select the user from the drop-down list box.
Click Start search. All of the service reports assigned to the selected user on the specified date or within the specified date range will appear in the list box.
Highlight one or more service report(s) from the list and use the action menu items to manage the reports.
Action menu items: