Customer Service Inquiry Report
Use the Customer Service Inquiry Report report to generate detail information related to the customer service functionality.
By default, generic filters are available to generate this report. You can use Advanced Filters to customize or expand your filter criteria.
This report does not includeAdvanced Filters feature.
To generate customer service inquiry report
-
Open the Customer Service Inquiry Report (RPINQ) page.
Navigate Sales Management > Sales Reports > Customer Service Inquiry Report.
Or
Search for RPINQ in the Navigation box and then select Customer Service Inquiry Report.
The Customer Service Inquiry Report (RPINQ) page appears.
-
In the Selection dropdown list, select the information you want to view.
-
In the Sort Order dropdown list, select how to sort the report.
The Sort Order list is populated based on the type of report selected in the Selection list.
-
In the Layout dropdown list, select the layout in which you want to view the report.
The Layout list is populated based on the type of report selected in the Selection list.
-
In the Date Range area, type or select the date range for the report to be generated. You can select the date from the From and To fields only if the Custom option is selected in the Fill Dates list.
The Date On field is populated based on the type of report selected in the Selection list.
To include the entire time frame, leave the date fields blank.
In the Fill Dates list, you can select from the predefined date ranges. They are:
-
Custom : Select this option to enable the From and To fields in the Date Range area.
-
Calendar Year : Select this option to display the Calendar Year list. You can select any of the predefined calendar year formats from the list.
-
GL Periods : Select this option to display the GL Periods list. You can select any of the predefined GL period formats from the list.
-
-
In the Sort Range dropdown list, you can sort the information.
The Sort On field is populated based on the type of report selected in the Selection list.
The available sort ranges are:
-
Single : Select this option to include only one item. Selecting this option enables the From field. Do one of the following:
-
Type the item reference in the From field.
-
Click the lookup reference and select the sort item from the Lookup for From. Highlight the required sort item and click Select.
-
-
Range : Select this option to include a range of items to sort from. Selecting this option enables the From and To fields. Do one of the following:
-
Type the first and last values of the range in the From and To fields.
-
Click the lookup reference (if available) and select the sort item from the Lookup. Highlight the required sort item and click Select.
-
-
All : Select this to include all available items.
-
-
On the Toolbar, click Run Report.
Select Open now to open the report in a new tab or select Notify when Complete to get notification. You can open the downloaded report from My Reports page.