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Block Contracts Balance Report

The Block Contracts Balance report shows contract details, as well as a summary of the selected time period(s), including a drill down into each ticket, hours/money used, remaining, and overage (if applicable).

 

To generate the Block Contracts Balance report:

 

1. From Reports (on the side panel), click on Block Contracts Balance report.

 

Block_Contract_Balance_Report.png

 

The Block Contracts Balance report appears.

 

2. Select a customer, contract, and time period(s) from the dropdown menus.

Note: Only time periods relevant to the selected customer and contract appear.

 

mceclip1.png

 

3. Click Generate. The report appears.



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* To view all the tickets click the mceclip2.pngicon next to Tickets (Selected Periods).

 

Note:

  • Only closed tickets appear in the report (tickets must be closed within the selected time period).
  • The 'Total Balance' refers to the total balance rolled over from when the contract began (only applicable if the rollover balance option on the contract is checked).
  • The 'Summary' is relevant only to the time period(s) selected.

 

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