• Only report on workorders that are Service Completed but not Closed
• Display the data in the CSV file as

Client account number – WO number – WO headline – ServiceRate – Billable hours (aggregated) pr ServiceRate

An example of result for this report could be:

100001;1202;”PC-problems”; Technician-Day;2,5
100001;1202;”PC-problems”;Engineer-Day;3
100001;1203;”Installing AV”;Technician-Day;1
100005;1204;”Installing programs”;Technician-Day;2

For the requirement of only reporting on workorders that are Service Completed but not Closed, the AyaNova user would filter on their Service Workorders grid - filter the Service Completed column selecting (True), and filter on the Closed column selecting (False)

For the report itself to obtain the data so that it can be listed in CSV format:

• Created a new detailed report template
• Added the band for WorkorderHeaderWorkorderItem under the WorkorderHeader, and added the band for WorkorderItemWorkorderItemLabor under that as would for any detailed report template (see also tutorial on creating detailed workorder report template if needed http://forum.ayanova.com/Topic3760-103-1.aspx)
• Created a Table with five columns in the WorkorderItemWorkorderItemLabor band and set AnchorVertical to Top and Bottom
• bound each field to its appropriate datafield - i.e. first tablecell to WorkorderServiceDetailed - WorkorderHeader.LT_Client_Label_AccountNumber for the client account number, last table cell to WorkorderServiceDetailed - WorkorderHeader.WorkorderHeaderWorkorderItem.WorkorderItemWorkorderItemLabor.LT_WorkorderItemLabor_Label_ServiceRateQuantity for the Service rate quantity
• Saved

To create the CSV file for workorders that are Service Completed but not Closed:

• Filter Service Completed and Closed columns in the Service Workorders grid
• Select this sample report template and view its Print Preview
• In Print Preview select the menu option Export document....
• Select CSV File
• checkmarked the "Quote strings with separators"
• Saved the file
• Opened the file using NotePad and confirmed data is in the layout needed.

You can download a sample of this report template Sample Simple Report For Exporting, import it and refer to it. I encourage you to refer to this when creating your own.

- Joyce

AyaNova Sales & Technical Support

http://www.ayanova.com