Generate service request report

Article • 4/27/2026 • 2 min read

Use the Service Request (FSRSR) page to generate Service Request Document which lists the Service Order detail and provides areas for the actual field service person to record their findings and the actions that they took during the course of completing the service call.

By default, generic filters are available to generate this report. You can use Advanced Filters to customize or expand your filter criteria. For more information on Advanced Filters, click here.

To generate service request report

  1. Open the Service Request (FSRSR) page.

    1. Select Customer Relationship Management > CRM Reports > Service Request.

    Or

    1. Search for FSRSR in the Navigation box and then select Service Request.

    Service Request (FSRSR) page appears.

  2. In the Selection box, select the information you want to view.

  3. In the Sort Order area, select how to sort the report.

    The Sort Order field is populated based on the type of report selected in the Selection field.

  4. In the Layout dropdown, select the layout in which you want to view the report.

    The Layout field is populated based on the type of report selected in the Selection field.

  5. In the Sort Range area, you can sort the information.

    The Sort On field is populated based on the type of report selected in the Selection field.

    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:

      1. In the From field, enter the item reference.

      2. Click the lookup reference and select the sort item from the Lookup For window. Select the required sort of 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:

      1. Type the first and last values of the range in the From and To fields.

      2. Click the lookup reference (if available) and select the sort item from the Lookup For window. Select the required sort of item and click Select.

    • All: Select this to include all available items.

  6. 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.

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