- Log in to Shockey Monkey portal by entering your email address and password.
- Hover your cursor over the blue Reports tab in the top row navigation panel, then click on General, Accounting, or Activities reports.
- Click the title of the report you wish to customize.
- For Executive Report, Open Support Request Summary, Support Request Detail, and Billable Time Summary:
- Click the orange down arrows next to Report Options to expand the section.
- Click on the Company field and type in client Company name. Allow the system to find the client.
- Click the Start Date and End Date fields to select dates.
- Check the boxes to Include Full Ticket Summaries, Include Billable Time, Include Expenses, and/or Include Internal Notes in the report that will be generated if desired.
- Click Generate Report
- For Employee Timesheet Summary:
- Click the orange down arrows next to Report Options to expand the section.
- Click on the Employee drop down box and select the employee’s name.
- Click the Start Date and End Date fields to select dates.
- Click Generate Report
- Click the Active Client Summary report to display a complete list of all Company records marked Active in the system.
- For Client Surveys:
- Click the orange down arrows next to Report Options to expand the section.
- Click the Start Date and End Date fields to select dates.
- Click Generate Report
- Click the Expiring Inventory/Warranty report to display a complete list of all Asset items with related Warranty information, color coded for prioritization based on the expiration dates entered in the Asset Management system.
- Click the Printer icon on the upper right hand corner of the Reports display to print the report.
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