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This article will guide you on how to access and use the Corrective Actions per Account report.
To access the report, simply follow the steps below:
- Click on ‘Reports’ on the menu on the left part of the screen.
- Click on ‘Corrective Actions per Account’.
How to use the report
To use the report, simply follow the steps below:
- Select the date range that you want from the ‘Date Range’ box.
- For custom dates select ‘Custom Range’ on the ‘Date Range’ box and select your dates.
- Click on the ‘Search’ button.
Available data
The following data are displayed in this report:
- Corrective Actions per Account
- Account
The account for which the corrective actions have been recorded.
- Account Manager
The full name of the key account manager of the account.
- Corrective Actions
The number of corrective actions recorded for each account.
- Corrective Actions per Service (go to this view by clicking on the arrow icon on the left of each record in the ‘Corrective Actions per Account’ view)
- Service
The service linked to the corrective action.
- Supervisor
The full name of the supervisor linked to the service.
- Subcontractor
The full name of the subcontractor linked to the service.
- Account Manager
The full name of the key account manager of the account.
- Corrective Actions
The number of corrective actions recorded for each service.
- Corrective action information (go to this view by clicking on the eye icon on the right of each record in the ‘Corrective Actions per Account’ or ‘Corrective Actions per Service’ views)
- Title
The title of the corrective action.
- Assignor
The full name of the person who assigned the corrective action.
- Service
The service linked to the corrective action.
- Supervisor
The full name of the supervisor linked to the service.
- Subcontractor
The full name of the subcontractor linked to the service.
- Owner
The full name of the owner of the corrective action.
- Account Manager
The full name of the key account manager of the account.
- Status
The status of the corrective action.
- Creation Date
The date when the corrective action was created.
- Eye icon: by clicking on the eye icon on the right side of each record, you are redirected to the respective corrective action.
Related articles
Read this article to see how you can filter, sort and export the data of this screen.