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Accessing the Previous Service Daily Summary

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When the Service End of Day is processed, a copy of the Daily RO Summary is saved in the program. The summary contains all the closed repair order information from that day’s update. You can access the summary by taking the following steps:

Step 1. From the Service Writing main menu, select Daily R/O Update.

Step 2. The Daily R/O Update menu will open. Click Daily Reports/Pre-Writes.

Step 3. On the Miscellaneous Daily Reports menu, select Previous Daily Summaries.

Step 4. A list of previous daily summaries will open. Click on the date in the list to review the summary for that day.

Step 5. A PDF version of the Daily Service Summary for that date will open. If necessary, you can print and save the summary from your PDF viewer.

Note:  If you've updated more than once a day, the list will show each update available for that date. The program holds a maximum of 23 daily summaries. When you save a new daily summary, the oldest of the existing 23 will be replaced. 

 

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