--- title: SERVICE MANAGER - Reports description: Accessing and generating Service Manager reports for Print / Preview / Email --- [Skip to content](https://cs.geminilogic.com/en/manual/service-manager-reports#main-content) English Show submenu for translations [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new?hsLang=en) [Customer portal](https://cs.geminilogic.com/tickets-view?hsLang=en) ![Gemini-Logic-Logo (1).png\]](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=40&name=Gemini-Logic-Logo%20(1).png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new) - [Customer portal](https://cs.geminilogic.com/tickets-view) - [Go to Gemini Logic](https://www.geminilogic.com/) [Go to Gemini Logic](https://www.geminilogic.com/) Search the User Manual - There are no suggestions because the search field is empty. 1. 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[Spire User Manual - Service Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-service-manager?hsLang=en) # SERVICE MANAGER - Reports ## Accessing and generating Service Manager reports for Print / Preview / Email ### ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-16-53-83-PM.png) - **Access** (see reports locations list below) - **Sales Order Details** - click on ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-24-14-83-PM.png) **Print** for the reports / forms list![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-24-19-31-PM.png) - **Sales Order List** - select the Order(s) from the filtered or un-filtered list - choose ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-24-29-79-PM.png) **Print Selected** or **Print All**for the reports list![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-24-38-81-PM.png) - **Equipment List** - select the Equipment items from the filtered or un-filtered list - choose ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-24-29-79-PM.png) **Print Selected** or **Print All**for the reports list ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-01-48-49-0562-AM.png)![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-01-48-54-1340-AM.png) - **Generating Reports / Forms** - from the Spire Reports list, ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) select the report(s) you wish to run               ![ServiceManagerReportsList](https://cs.geminilogic.com/hs-fs/hubfs/ServiceManagerReportsList.png?width=465&height=310&name=ServiceManagerReportsList.png) - - select the run method - **Print** - send directly to selected printer - accept or change the system default **Printer** - accept or change the **Paper Source** - printer format permitted, select from **Duplex** options - accept or change the number of **Copies** - option to **Save Defaults** so same settings (ie: Printer, number of copies, etc) will be used next time this report is selected for printing - **Email** - - - - **Setup** - establish [Company Settings](https://cs.geminilogic.com/en/manual/company-settings-email?hsLang=en) - establish [User Settings](https://cs.geminilogic.com/en/manual/user-settings-modular-access-preferences?hsLang=en#UserSettingsEmail) - select from **Email** drop-down                              ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-01-51-32-4901-AM.png?width=177&height=103&name=image-png-Dec-17-2022-01-51-32-4901-AM.png) - - - - - **Email Batch** – if the email is for multiple Sales Orders and Saved but not Sent, Spire will create a Batch with all messages contained, accessed in the ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-01-51-28-2047-AM.png?width=30&height=21&name=image-png-Dec-17-2022-01-51-28-2047-AM.png) **Email** module \> **Batches** tab \> Messages tab                                       ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-06-10-25-9973-PM.png?width=532&height=227&name=image-png-Jun-04-2023-06-10-25-9973-PM.png) - - - - - - open the Batch to view the list of emails with the option to edit / send each message individually or send them all at once - access them as individual email in the **Messages** tab of the Batch                                               ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-06-11-15-2789-PM.png?width=378&height=227&name=image-png-Jun-04-2023-06-11-15-2789-PM.png) - - - - - **Email Message** – if the email(s) are Saved but not sent, access them in the ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-01-51-21-2997-AM.png?width=30&height=21&name=image-png-Dec-17-2022-01-51-21-2997-AM.png) **Email** module \> **Messages** tab![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-01-52-07-3192-AM.png) - \*\*Note – Emails can be re-sent - - - - **Recipients**                             ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-06-18-50-5089-PM.png?width=480&height=440&name=image-png-Jun-04-2023-06-18-50-5089-PM.png) - - - - - click into the **To** box to select one or more from a list of detected email addresses - if you select ‘Customer – Accounting’, this report will be emailed to each selected Customer with a Contact assigned the ‘Accounting’ **Type** (manage **Types** in Edit \> Company Settings \> Company \> Contact Types tab) - alternatively, just type email address(es) in the **To** box (separate additional email addresses with ‘;’) - accept or change the **CC** and **BCC** recipient default as set in User / Company settings - **Attachments** box displays all reports being sent - select from available email addresses for the **From** and **Reply-To** fields - enter the message in the bottom box - - - - option to ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-01-55-10-4623-AM.png) **Select Template** or setup a new one: - Edit \> **Email templates**                                    **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-06-35-32-4689-PM.png?width=182&height=301&name=image-png-Jun-04-2023-06-35-32-4689-PM.png)** - - - - - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-01-55-14-4395-AM.png) New** template                                    ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-06-35-53-7599-PM.png?width=365&height=468&name=image-png-Jun-04-2023-06-35-53-7599-PM.png) - - - - - - enter **Template Name** - enter **Subject** for the email - enter the email message in the **Body** section, in the **Rich Text** tab if you want to use formatting (bullets, etc) or the **Raw HTML** tab if you want to add special formatting or insert an image, or the **Plain Text** tab if you want to avoid any formatting - option to ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-01-55-29-4979-AM.png) **Insert Param** merge field(s) into the subject or message body - option to make this a ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-06-37-52-8240-PM.png) **Shared Template** (other Users can use it) or ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-06-37-56-1770-PM.png) **Personal Template** - if not using a template, then manually enter the **Subject** and **Message**, selecting either **Rich Text**, **Raw HTML**, or **Plain Text** tab - accept or change the **From** email address - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-01-55-47-4025-AM.png) Attached File** of any type - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-01-55-51-6203-AM.png?width=35&height=20&name=image-png-Dec-17-2022-01-55-51-6203-AM.png) Insert Param** merge field( s) available for the records selected![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-01-55-55-8453-AM.png) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-06-38-46-2740-PM.png?width=30&height=26&name=image-png-Jun-04-2023-06-38-46-2740-PM.png) Open Related** to open the record (Customer-if only one was selected) this email was generated from - **![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-06-38-55-8767-PM.png) Send** the email or ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-01-56-12-8656-AM.png?width=25&height=25&name=image-png-Dec-17-2022-01-56-12-8656-AM.png) **Save / ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-01-56-16-6425-AM.png?width=25&height=25&name=image-png-Dec-17-2022-01-56-16-6425-AM.png) Save Close** and Edit / Send later from the ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-01-56-22-0625-AM.png)**Email** module or Sales Order **Communications** tab - - **Preview** - see report(s) on screen with additional options (if multiple reports were selected, each report will populate a separate tab) with additional options:  ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-01-58-38-3771-AM.png) - use Ctrl + scroll to zoom in or out - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-28-02-29-PM.png) Print** the report currently in the viewer window - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-28-04-14-PM.png) Print All** - if multiple reports were chosen (shown by multiple tabs) - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-28-27-78-PM.png) Export![ReportsExport](https://cs.geminilogic.com/hs-fs/hubfs/ReportsExport.png?width=478&height=281&name=ReportsExport.png)**  - select from the listed **Formats** - select from the listed **Destinations** - **Application** will open the program on your computer that is associated with the **Format** you chose - **Disk file** will prompt you to save the Report in the **Format** you chose - **Exchange Folder** allows the Report to be accessed through a Microsoft Exchange client such as Microsoft Outlook - click **OK** - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-01-59-11-8301-AM.png) Find** to search text of the document / report - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-01-59-23-4024-AM.png?width=352&height=23&name=image-png-Dec-17-2022-01-59-23-4024-AM.png)**   navigate pages of the displayed report alternatively to scrolling down   - **Security** on Reports / Forms can be established at Company Level, User Level or Server Level - **Company Level** - Edit \> Company Settings \> Reports \> Security tab![CompanySettingsReportsSecurity-1](https://cs.geminilogic.com/hs-fs/hubfs/CompanySettingsReportsSecurity-1.png?width=622&height=262&name=CompanySettingsReportsSecurity-1.png) - **Disable Security** gives full access to all users for all reports to **Preview** / **Print** / **Export** / **Email** unless Security is Enabled in User Settings (described below) - **Enable Security** gives ability to select which reports can be accessed for all Users to Preview / Print / Export / Email - **User Level** - Edit \> User Settings \> Reports![UserSettingsReportReportSecurity](https://cs.geminilogic.com/hs-fs/hubfs/UserSettingsReportReportSecurity.png?width=622&height=261&name=UserSettingsReportReportSecurity.png) - **Company Default** uses settings established in Edit \> Company Settings \> Reports - **Disable Security** gives access to all reports within the modules this User has access to - **Enable Security** opens up the checkmarks below **Preview** / **Print** / **Export** / **Email** to remove access - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-29-20-81-PM.png) User Defaults** establishes settings same as Company settings, with the ability to make changes - **Server Level** - Tools \> Server Administration - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-29-30-89-PM.png)** select a report in the list - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-29-26-30-PM.png)** delete or ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-29-37-00-PM.png) disable ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-29-42-25-PM.png) - **Customizations** to Forms - most customizations will need to be done by your Spire Partner, but you can perform the following customizations: - **Logo** - access in Tools \> Server Administration \> Companies![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-30-16-35-PM.png)![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-30-25-04-PM.png) - ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-29-56-93-PM.png) select the relevant Company - ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-30-05-19-PM.png) click on **Settings** - click on **Select Logo** then load a maximum 4cm x 4cm image file to print on top left corner of all forms![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-02-00-22-8225-AM.png) - **Save** - Enter **Messages** to print on a selected form - access in Company Settings \> Reports \> Messages tab![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-02-00-43-6899-AM.png) - select the **Report Type** - type the message in the **Header** and/or **Footer** text boxes![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-02-00-53-0072-AM.png) - **Available Service Order Reports** | ***Report Name*** | ***Location*** | | --- | --- | | *Communication* | Equipment Details \> Communication Tab | | *Equipment Information* | Customer Text Menu \> Equipment List / Customer Details \> Equipment Tab / Equipment Details | | *Equipment Service History* | Sales order | - 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