Performance Report by Customer or Server

Performance Report by Customer or Server

Summary: Run side-by-side performance analysis with breakdowns by job type, manner of service, averages, and percentages.

Quick answer

Use the **Performance Report** to measure turnaround and outcomes by Customer or Server; filter parameters and generate a PDF.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open **Reports ▸ Performance Report**.
    media/report-performance-by-customer-or-server-01.png

    [Insert screenshot for Step 1]

  2. Choose **By Customer** or **By Server** and set date ranges and filters.
    media/report-performance-by-customer-or-server-02.png

    [Insert screenshot for Step 2]

  3. Click **Run Report** to generate the PDF with job type, manner of service, averages, and percentages.
    media/report-performance-by-customer-or-server-03.png

    [Insert screenshot for Step 3]

Confirm it worked

The PDF shows the requested view, grouped by the selection with calculated averages and percentages.

Troubleshooting

If data looks incomplete, expand the date range and verify job types included; ensure billed vs in-progress filters match the scenario.

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