Pathway: Reports > Standard Reports > Accounts > Service History
The Service History Report provides a comprehensive overview of the service history for the sites associated with an account, within a specified time frame.
Permissions
| Permission ID | Permission Name |
| 155 | Standard Account / Report |
Report Parameters
| Parameter | Value |
| Account ID | Filters the report to the account matching the Account ID entered. |
| Start Date | Filters the report to only pull service history on or after the date entered. |
| End Date | Filters the report to only pull service history before or on the date entered. |
| Charge Code | Option to filter the service history to a specific charge code. |
Run A Report
- Enter the Account ID the report is for.
- Enter a Start Date and End Date to define a time frame for the report to collect service history data from.
- Select a Charge Code to restrict the report's data collection to the selected charge code's service history.
- Select 'Run Report' or 'Run as Excel.'
- Run Report: results of the generated report will display in a new window tab.
- Run as Excel: results will be exported to Excel for the user to open and view.
Understand The Report
| Column | Description |
| Scheduled Date | Displays the scheduled date from the work order. |
| WO# | Displays the Work Order Number the service history data is associated with. |
| Type | Displays the type of service rendered for the workflow. |
| Workflow | Displays the work type that was performed for the service on the date listed. |
| WO Charges | Identifies the charge(s) that the service included. |
| QTY | Indicates the quantity used for/by the service. |
| Rate | Identifies the rate that is associated with the QTY. |
| Amount | Displays the amount received for the service. This is calculated as QTY x Rate. |
| Grand Total | Calculates the total for each of the QTY, Rate and Amount columns. |