Run Service Reports for a Single Site, Place, or Assignment

Tip of the Week April 24, 2023

When you run Service Summary or Service Details reports, there may be times when you want to limit the service information included on the report to one particular Assignment, or to just the Assignments that fall under a particular Site or Place in your account. You can learn more about how Sites, Places and Assignments are used in help topic 2099.

To limit a report’s service data to a particular Site, Place, or Assignment, use the settings on the Include page to “Only include service in…” that particular record. The completed report will only include service information for service entries that are associated with the selected Site, Place, or Assignment. Please note that this will limit service data only.

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