Service Request Details Report
The Service Request Detail Report provides a detailed description of one or more service requests.
For each service request, the report includes:
- The description
- The assigned user
- Who it’s for
- The status, priority, and severity
- Notes
- Optional: activities associated with it
To generate the Service Request Detail report:
-
Go to the Service Requests workspace
-
Use the filters or saved lists to find the service requests you want to run the report on.
To run the report for only a single request, ensure that request is selected.
-
Click the Reports button
and select Service Request Detail Report.
Specify the parameters you want the report to use.
Choose one of these two:
- Current Service Request – Choose this to run the report on only the indicated service request.
- Current Contact List – Choose this to run the report on the whole list you have chosen.
Choose any of these:
- Page Break After Each Service Request – Check this box if you don’t want two service requests to be on the same page as each other.
- Show Activities – Check this box if you want the report to include activities.
- Show the Full Note for Each Activity – This will only be available if you checked Show Activities. Check this box to ensure that the complete text of each activity’s Note will be on the report. If you do not it will only include the first line of the note.
- Activity Filter Options - This will only be available if you checked Show Activities. Set these filters to the criteria of the activities you want to see on the report, rather than all activities.
- Show Contacts – Check this box to show each extra contact added to the service request in addition to who it is for.
Choose one of these two:
- PDF – Choose this option to generate the report as a PDF.
- RTF – Choose this option to generate the report as a text file.
Related Articles
Viewing service request record details
Click on a service request record link in the data table to open the detail page for the record. The detail page displays the service request banner at the top of the page. The banner contains information about the request, such as whom the request ...Viewing existing reports
To view a report, hover over the report in the Reports data table, click the More Actions button and then click the View Report button , or double-click the report in the Reports data table. The data in the Details tab of a report automatically ...Sharing reports
You can share a report in two ways: Share the report's URL to enable other Gorilla 5 users to easily access the report Email the report to other users. To share a report's URL You will need to make the report public by selecting the Public radio ...Editing service requests
After adding a service request, you can modify it from the service requests data table or from the service request's banner on its detail page. You can edit details such as the severity and priority of a service request. To edit a service request in ...Task Reports
Task reports base their results on the filters you have applied. There are two types of task reports, depending on the type of filter you are using: User Task Report – Details the tasks assigned to a single user. My Delegated Task Reports – Details ...