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Example - Save A Modified Report

Example - Save A Modified Report

Owned by Julie Doyle-Whitelock (Deactivated)
Mar 14, 2017

The following example details how to find all jobs where:

  1. The building contract has been signed,
  2. The permit application has not been ordered,
  3. The sewer has not been ordered,
  4. The report will be grouped by administrator, and
  5. The report is separated into active and on hold jobs.

This example is based on the following report: 

  • #112: Work Flow: Admin - Permit

Opening The Report

  1. From the File menu, select Reports.
  2. Select the Reports tab.
  3. From the Category drop-down list, select Administration.
  4. From the Reports list, select report #112: Work Flow: Admin - Permit.
  5. Click Print. The Base Criteria tab of the Standard Criteria dialog will be displayed.

Standard Criteria Dialog Example Settings

Base Criteria Tab

  1. In the Major Work Flow Stage group, ensure Administration is ticked.
  2. In the Job Status group, ensure both the Active and On Hold are selected.
  3. Ensure the correct Region/Division is selected.

Field Criteria Tab (Adding Required Criteria)

  1. From the Groups list, expand Job/Build Contract > Job Bld Contract Document. The Fields list will be updated.
  2. From the Fields list, select #4681: J/BCon Doc Signed.
  3. Select the Required Criteria list to highlight. A shadow will appear around the list to indicate it is selected.
  4. Click . The Date tab of the Field Criteria dialog will be displayed.
  5. Ensure the Must not be empty option is selected.
  6. Click OK. The Field Criteria dialog will close and the criteria will appear in the Required Criteria list.

Field Criteria Tab (Adding Optional Criteria By Group)

  1. Select the Optional Criteria By Group list. A shadow will appear around the list to indicate it is selected.
  2. From the Optional Criteria By Group drop-down list, select Optional Criteria Group 1.
  3. From the Groups list, expand Administration > Permit. The Fields list will be updated.
  4. From the Fields list, select #57: Permit Ordered.
  5. Click . The Date tab of the Field Criteria dialog will be displayed.
  6. Ensure the Must be empty option is selected.
  7. Click OK. The Field Criteria dialog will close and the criteria will appear in the Optional Criteria By Group list.
  8. From the Optional Criteria By Group drop-down list, select Optional Criteria Group 2.
  9. From the Groups list, select Administration > Sewer/Water Plan. The Fields list will be updated.
  10. From the Fields list, select #75: Sewer Plan Ordered.
  11. Click . The Date tab of the Field Criteria dialog will be displayed.
  12. Ensure the Must be empty option is selected.
  13. Click OK. The Field Criteria dialog will close and the criteria will appear in the Optional Criteria By Group list.

Groups Tab

  1. Select the Groups tab.
  2. From the Groups list, expand Administration > Administrator. The Fields list will be updated.
  3. From the Fields list, select #127: Admin Administrator Name.
  4. Click . The current report group will be replaced by Admin Administrator Name.

Sort Tab

  1. Select the Sort tab.
  2. From the Groups list, expand Job/Build Contract > Job Bld Contract Document. The Fields list will be updated.
  3. From the Fields list, select #4681: J/BCon Doc Signed.
  4. Click . The Sort Fields list will be updated.

Multi Print Tab

  1. Select the Multi Print tab.
  2. From the Groups list, expand Job > Status/Priority. The Fields list will be updated.
  3. From the Fields list, select #10338: Job Status (select). The Multi-Print Values list will update and display the values available for selection.
  4. On the Multi-Print Values list, use the Print column to select On Hold and Active (ticks will appear in the Print column next to On Hold and Active).

Note: By selecting these items under Multi Print, a separate report will be printed for each value, based on the criteria selected. That is, two reports will be printed:
- One for the active jobs where the building contract is signed but the sewer has not been ordered or the permit has not been ordered, by administrator, in the order of contract signed date. 
- Another will be printed that displays the same information for the jobs that are on hold.

Advanced Tab

  1. Select the Advanced tab.
  2. Edit the report information for the following:
    • Title
    • Description
  3. If saving the report for future use, click Save. The Save Report prompt will appear.
  4. Click Yes to save as a new report.
  5. Click OK to print.