--- title: SERVICE MANAGER - Reports description: Accessing and generating Service Manager reports for Print / Preview / Email --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Spire User Manual - Service Manager - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. [User Manual](https://cs.geminilogic.com/en/migrated/manual) 2. Spire User Manual - Service Manager - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # 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)  - establish [User Settings](https://cs.geminilogic.com/en/manual/user-settings-modular-access-preferences#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 | [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - [![linkedin_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/linkedin_circle_color.png)](https://www.linkedin.com/company/2460588) - [![youtube_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/youtube_circle_color.png)](https://www.youtube.com/user/GeminiLogicInc/featured) - [![twitter_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/twitter_circle_color.png)](https://twitter.com/gemini_logic) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)