Service management reports in Business Central
This article describes the most used reports for service management.
Reports
The following table describes some of the key reports in service management.
| To... | Open in Business Central (CTRL+select) | Learn more | ID |
|---|---|---|---|
| Generate a service order document that you can send to your customer. | Service Order | About Service Orders | 5900 |
| Get an overview of service items that are included in service orders. | Service Item Line Labels | About Service Item Line Labels | 5901 |
| Generate a service quote that you can send to your customer. | Service Quote | About Service Quotes | 5902 |
| Get an overview of service tasks. | Service Tasks | About Service Tasks | 5904 |
| Analyze response times for service orders that are shipped. | Service Order - Response Time | About Service Order - Response Time | 5908 |
| Get an overview on profit for responsibility centers. | Service Profit (Resp. Centers) | About Service Profit (Resp. Centers) | 5909 |
| Get an overview of profit for service orders. | Service Profit (Serv. Orders) | About Service Profit (Serv. Orders) | 5910 |
| Generate a service invoice that you can send to your customer. | Service - Invoice | About Service - Invoice | 5911 |
| Generate a service credit memo that you can send to your customer. | Service - Credit Memo | About Service - Credit Memo | 5912 |
| Generate a service shipment document that you can send to your customer. | Service - Shipment | About Service - Shipment | 5913 |
| Verify whether service orders, invoices, or credit memos are correct before you post them. | Service Document - Test | About Service Document - Test | 5915 |
| Get an overview of registered service items, grouped by customer. | Service Items | About Service Items | 5935 |
| Get an overview of what's needed to complete a service repair task. | Service Item Worksheet | About Service Item Worksheet | 5936 |
| Get an overview of service items that are out of warranty. | Service Items Out of Warranty | About Service Items Out of Warranty | 5937 |
| Get an overview of profit for service items. | Service Profit (Service Items) | About Service Profit (Service Items) | 5938 |
| Analyze resource usage of service items. | Service Item - Resource Usage | About Service Item - Resource Usage | 5939 |
| Get an overview of your dispatch board. | Dispatch Board | About Dispatch Board | 5955 |
| Get an overview of the service load on your resources. | Service Load Level | About Service Load Level | 5956 |
| Get an overview of all your service contracts. | Service Contract | About Service Contract | 5970 |
| Get an overview of your service contracts. | Service Contract-Detail | About Service Contract-Detail | 5971 |
| Generate a service contract quote that you can send to your customer. | Service Contract Quote | About Service Contract Quote | 5972 |
| Get an overview of all your service contract quotes. | Service Contract Quote-Detail | About Service Contract Quote-Detail | 5973 |
| Get an overview of contract quotes that you need to sign. Optionally, add a forecast of contract quotes to sign in the future. | Contract Quotes to Be Signed | About Contract Quotes to Be Signed | 5974 |
| Get an overview of profit for service contracts. | Service Profit (Contracts) | About Service Profit (Contracts) | 5976 |
| Get an overview of service contracts for each customer in a selected time period. | Service Contract - Customer | About Service Contract - Customer | 5977 |
| Get an overview of service contracts for each salesperson for a selected period. For example, the overview can help you calculate and document commissions. | Serv. Contract - Salesperson | About Serv. Contract - Salesperson | 5978 |
| Generate a report that shows all your scheduled maintenance visits. | Maintenance Visit - Planning | About Maintenance Visit - Planning | 5980 |
| Analyze gains and losses made on contracts attached to responsibility centers. | Contr. Gain/Loss - Resp. Ctr. | About Contr. Gain/Loss - Resp. Ctr. | 5981 |
| Analyze maintenance performance for responsibility centers. | Maintenance Performance | About Maintenance Performance | 5982 |
| Get an overview of service contract entries for gains and losses. | Contract Gain/Loss Entries | About Contract Gain/Loss Entries | 5983 |
| Find service contracts that are due for invoicing up to a date that you specify. | Contract Invoicing - Test | About Contract Invoicing - Test | 5984 |
| Get an overview of service contracts that need price updates up to a date that you specify. | Contract Price Update - Test | About Contract Price Update - Test | 5985 |
| Find contract lines that are expired up to a date that you specify. Then remove them from the service contracts. | Expired Contract Lines - Test | About Expired Contract Lines - Test | 5987 |
| Find service contracts that include service items that are due for service within a period you specify. | Contr. Serv. Orders - Test | About Contr. Serv. Orders - Test | 5988 |
| Analyze profits from your service pricing. | Serv. Pricing Profitability | About Serv. Pricing Profitability | 6080 |
| Get an overview of the transfer of prepaid service contract ledger entry amounts from prepaid accounts to income accounts. | Prepaid Contr. Entries | About Prepaid Contr. Entries | 6086 |