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How to Pull a Remote Service Technology Report

Renee McNeese avatar
Written by Renee McNeese
Updated over 3 weeks ago

Training Video: CLICK HERE

  1. You will click on the 360 Manager tab. This will give you a list of all Remote Service Technology.

  2. You want to make sure to filter by "Stage" so you're only seeing items that are in the processing pipeline. Therefor you would REMOVE Draft, Validation, Get Signature and Review Signature" All other items should be selected.

  3. If you are looking for just CFM orders you can choose Remote Service Technology Type as CFM.

  4. If you are only looking for items where 360 install is incomplete you would choose "360 Complete" as No.

  5. Once you have all your filters set you can click "Export"

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