Service management analytics

Path: Business functionality > Service management > Service management analytics · tier official · system service · narrative reviewed (checked by Opus)

Overview

This area is about measuring and reviewing service management work. The own page, Service statistics, explains how to analyze service documents and judge performance across contracts, items, quotes, orders, invoices, and credit memos. It uses trendscapes and gain/loss analysis, and it also mentions sustainability metrics.

The Service management reports subtopic is the reference part. It has 37 pages, one for each analytic, test, and document report. They cover service contracts, contract quotes, service orders, service items, resources, and profitability.

Start with Service statistics for an on-screen view of how service operations are doing. Go to the reports subtopic when you need a printable or document-style output, or when you need to know what a specific report contains and which options it has.

Key points

• Service statistics lets you analyze service documents and evaluate service management performance.
• Statistics cover contracts, items, quotes, orders, invoices, and credit memos.
• Trendscape analysis and gain/loss tracking are available, along with contract analysis.
• Service item statistics are part of the statistics features.
• Sustainability metrics are listed among the service statistics features.
• The Service management reports subtopic has 37 reference pages.
• Reports are grouped as analytic, test, and document reports.
• Report topics include service contracts, contract quotes, service orders, service items, resources, and profitability.

Subtopics

• Service management reports (37 pages)

More Learn pages

• Service statistics: Get a quick overview of the contents and statistics of service documents such as orders, quotes, invoices, credit memos, service lines, and more.

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Report 5900 “Service Order” · via Service management reports
• Report 5901 “Service Item Line Labels” · via Service management reports
• Report 5902 “Service Quote” · via Service management reports
• Report 5904 “Service Tasks” · via Service management reports
• Report 5908 “Service Order - Response Time” · via Service management reports
• Report 5909 “Service Profit (Resp. Centers)” · via Service management reports
• Report 5910 “Service Profit (Serv. Orders)” · via Service management reports
• Report 5911 “Service - Invoice” · via Service management reports
• Report 5912 “Service - Credit Memo” · via Service management reports
• Report 5913 “Service - Shipment” · via Service management reports
• Report 5915 “Service Document - Test” · via Service management reports
• Report 5935 “Service Items” · via Service management reports
• Report 5936 “Service Item Worksheet” · via Service management reports
• Report 5937 “Service Items Out of Warranty” · via Service management reports
• Report 5938 “Service Profit (Service Items)” · via Service management reports
• Report 5939 “Service Item - Resource Usage” · via Service management reports
• Report 5955 “Dispatch Board” · via Service management reports
• Report 5956 “Service Load Level” · via Service management reports
• Report 5970 “Service Contract” · via Service management reports
• Report 5971 “Service Contract-Detail” · via Service management reports
• Report 5972 “Service Contract Quote” · via Service management reports
• Report 5973 “Service Contract Quote-Detail” · via Service management reports
• Report 5974 “Contract Quotes to Be Signed” · via Service management reports
• Report 5976 “Service Profit (Contracts)” · via Service management reports
• Report 5977 “Service Contract - Customer” · via Service management reports
• Report 5978 “Serv. Contract - Salesperson” · via Service management reports
• Report 5980 “Maintenance Visit - Planning” · via Service management reports
• Report 5981 “Contr. Gain/Loss - Resp. Ctr.” · via Service management reports
• Report 5982 “Maintenance Performance” · via Service management reports
• Report 5983 “Contract Gain/Loss Entries” · via Service management reports
• Report 5984 “Contract Invoicing” · captioned “Contract Invoicing - Test” · via Service management reports
• Report 5985 “Contract Price Update - Test” · via Service management reports
• Report 5987 “Expired Contract Lines - Test” · via Service management reports
• Report 5988 “Contr. Serv. Orders - Test” · via Service management reports
• Report 6080 “Serv. Pricing Profitability” · captioned “Service Pricing Profitability” · via Service management reports

Learn also names 1 object with no object page: report/6086.

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.