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Posted 3/2/2009 11:40:56 AM
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we want to be able to get a list of the models we worked on last year. We don't want a list of every machine in the database, we are more interested in getting a list of the machines we have worked on at a certain time frame. Any thoughts?
Post #4557
Posted 3/2/2009 12:00:42 PM
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jredmon (3/2/2009)
we want to be able to get a list of the models we worked on last year. We don't want a list of every machine in the database, we are more interested in getting a list of the machines we have worked on at a certain time frame. Any thoughts?

Hi

Yes, a suggestion would be the following:

  • Follow along with the tutorial How do I customize a filter? in the AyaNova 4 Help file http://www.ayanova.com/AyaNova4webHelp/create_a_custom_filter.htm for an overview of creating a custom filter using dates
  • once you have reviewed, view the Items grid in the Service navigation pane
  • drop down the filter image on the Serial Number column
  • select [NonBlanks] so that workorder item records only show where a specific unit was selected in the workorder item.
  • drop down the filter image on the Service Date column
  • select the [Custom] filter
  • create a custom filter similar to that in the How do I...? for the time range you want to display workorder records
  • workorder item records will now only display for the time range you set in your custom filter
  • select a report template that you have made that lists all units. Your custom report template might display the Service Date, workorder number, unit or whatever data from the workorder you want.

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #4558
Posted 3/3/2009 6:50:08 AM
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So, filtering a grid will filter a report as well?
Post #4559
Posted 3/3/2009 8:21:58 AM
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jredmon (3/3/2009)
So, filtering a grid will filter a report as well?

Yes - as a report can only use data from the records that are showing in the grid.

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #4560
Posted 3/3/2009 8:41:41 AM
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makes sense. Thanks.

One more question, I got a report together that list over 10 pages of model numbers for whole year of 2008. I am now trying to just have it list the model numbers once with a count. I created a group header, inside that a detail section, and a group footer. What do I do to make this work?

JOE

Post #4561
Posted 3/3/2009 9:28:53 AM
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Hi Joe

Using as an example the forum topic http://forum.ayanova.com/Topic3028-103-1.aspx?Highlight=count I've made a quick example report template for the Items grid.

Take a look at my example, and then try different things as you want - but this should point you in the direction.

1. I filtered the Items grid to only show records where a unit was selected for a specific time range

2. Created a new summary report template from the Items grid

3.  used the Wizard to create a report template grouped by the Serial Number showing the workorder number and Service Date

4. I added a GroupFooter (right-clicked on the detailBand1 -> Insert band -> GroupFooter), and dragged over the Serial Number datafield into the GroupFooter band, and then edited its Summary property so that it counted for that group (and brought over that label that has the text "Number of services performed for this unit"

5. Print Preview shows the report listing each serial number once, and then under it the workorder and its service date (so some serial numbers of units had 1 workorder, and some had mulitple)

6. Back to the design panel - I clicked on the detailBand1 to select it, and then edited its Visible property to False.

7. Print Preview again, now the report only shows the unit once (from the GroupHeader), and the count of that serial for each record showing in the grid (GroupFooter)

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com


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