Customer Health Check Report

Added in Version 0.38

Overview

• In this article, we’ll describe how run the customer Health Check report.

Generate the Health Check Data

1. Open the Customer List.
2. Click Generate Health Check and input a Start Date and End Date. This will generate health check data based on successful PV Quotes where the Installation Date is between the Start Date and End Date.
3. The Customer List will be filtered down to the customers with Health Check data and the Health Check fields will be visible.
4. Modify the Health Check data as needed.

Print/Email the Health Check Report

1. Select the Customers to print/email.
2. Click Print/Email Health Checks. This will generate a report based on the customer Health Check data.
3. Click Print to print the report. Each customer will be on a new page.
4. Click the Send Email/s button to email the report. Select an Email Template to use for the email. NOTE: The email template must have a data source of Customer.
5. Click OK to send the emails. NOTE: Emails will only be sent to customers with an email address specified.