How to Use the Configured Services Report to Find Customer Accounts Linked to Specific Services
The Configured Services Report in Hauler Hero's Business Configuration section is a powerful tool for analyzing customer accounts linked to specific services and for reviewing associated pricing. Below is a step-by-step guide to help you navigate and utilize this report effectively.
What Is the Configured Services Report?
The Configured Services Report allows you to:
Find how many customer accounts are linked to a particular services
View the pricing associated with the services selected
Identify customers with custom pricing configurations
Steps to Access and Use the Configured Services Report
Navigate to the Reporting Section: - Go to Reporting > Business Configuration > Configured Services Report.
Search for a Specific Configured Service: - In the Service Name field, enter the name or keyword of the service you are looking for. For example, if the service name is not exact, try common variations or keywords to broaden your search results.
Filter and Select the Configured Service: - Review the list of matching services that appear in the selection list. Choose the service you are looking to analyze.
Review the Report Results: - The results will show you the list of customer accounts that have the selected service. - For each customer linked to the service, you can view details such as the service price and additional attributes if applicable.
Handle Exceptions: - If some customers have custom pricing for the service, you will need to manually review their individual profiles for more details.
Tips for Effective Use
Use precise service names or keywords for accurate results. If you are unsure, try common spelling variations or related terms.
Periodically review reports to ensure you have the most up-to-date insights into customer accounts and their associated services.
With these steps, you can efficiently use the Configured Services Report to find customer accounts linked to any service and gain clarity on pricing details. This functionality ensures smooth management and oversight of services within Hauler Hero.