CA Practice Management Software | CA office management Software

Easy Compliance Help - Service Reports

Service Reports give information on the statuses of services, related activities, pending activities, and services due, services requested, unassigned activities and employee-service-work status.

Service Report

In the Service Report, you can see the various services, activities and their statuses.

To view Service Report, in Reports, click Service Report.

Service Report menu

In the page that opens, select Month,Client Name, Service andService Status and click List.

Service Report

Activity Report

In the Activity Report, you can see the various services, activities and their statuses for different users.

To view Activity Report, in Reports, click Activity Report.

Activity Report menu

In the page that opens, select Month,Client Name, Service,Service Status and User Name and click List.

Service Detailed Report

Pending Client Activity Report

In the Pending Activity Report, you can see the various services, activities and to whom it is assigned.

To view Service Report, in Reports, click Pending Client Activity Report.

Pending Client Activity Report menu

In the page that opens, select Month, Client Name, Service and click List.

Pending Client Activity Report

Service Request Report

In the Service Request Report, you can see the details of the various services requested by the selected clients.

To view Service Request Report, in Reports, click Service Request Report.

Service Request Report menu

In the page that opens, select ClientName, Requested Date,Source and Status and click List.

Service Request Report

Unassigned Activity Report

In the Unassigned Activity Report, you can see the details of the various client activities that are not yet assigned to employees.

To view Unassigned Activity Report, in Reports, click Unassigned Activity Report.

Unassigned Activity Report menu

In the page that opens, select ClientName and Month and click List.

Unassigned Activity Report

Employee Report

In the Employee Report, you can see the details of the selected employees.

To view Employee Report, in Reports, click Employee Report.

Employee Report menu

In the page that opens, Employee Name or any other criteria related to the employee in Anywhere, and click List.

Employee Report

You can export the reports to an editable excel file by clicking the Export button.

Employee Report - Export button