Documentation Index

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Report | Service Set Changes

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Report has two sections with columns.

  • Left Side: New Service Sets --

  • Right Side: Lost Service Sets

Columns on both sides of the report include the following columns: First Name, Last Name, Home Name, Service Set Type, Frequency, and Bill Rate.

Click the Settings tab. Adjust the Date Range/Service Set Type/ and Service Set Frequency. Report can be exported to Excel and also offers Column Visibility options.