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Need help creating a Workorder Labor Summary... Expand / Collapse
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Posted 1/14/2007 3:36:12 PM
AyaNova Sales & Support

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Last Login: Today @ 8:27:06 PM
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Hi again Bob - good to hear that you will customize the existing Sample Schedulable User Billing Hours with Grand Total report template - it already has the scripts in place which would be a lot easier for you to customize to look design-wise the way you want it to be as the actual sums and scripts are already there.

Perhaps you might upload the finished report template as an attachment for other AyaNova users when the suggestions above are completed?

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #2596
Posted 1/15/2007 2:04:33 PM
Supreme Being

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Last Login: 10/1/2007 10:04:58 AM
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Hi Joyce,

I do want to share it but as you can see in it's present state  it's nowhere near ready for prime time.

Even though it is in less than a pristine state, our service supervisor is now running it daily to quickly spot if techs are getting in over their heads.

I appreciate all of your help, guidance... and patience.

Bob

Post #2597
Posted 1/15/2007 3:49:14 PM
AyaNova Sales & Support

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Hi Bob

You are welcome.

I've also uploaded a new sample report template for the Labor grid based on the Sample Schedulable User Billing Hours with Grand Total report template in topic http://forum.ayanova.com/Topic2598-103-1.aspx

This report template is similar to that you were making other than that it doesn't show the workorder category, or Summary field - plus it still shows the actual billing amount in dollars still. This report template can of course be customized further to add those fields or remove the fields not needed as well as change positioning or length of fields, but as the Sample Schedulable User Billing Hours with Grand Total report template already had the scripts, it was very straight forward to edit.

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #2599
Posted 1/21/2007 8:11:42 PM
Supreme Being

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Hi Joyce,

I have completed my Masterpiece...

I did as you suggested, used the Sample Schedulable User Billing Hours with Grand Total report, and started over.  This gave all of the information required.

The only problem I encountered , no matter what I tried, Workorders that had more than a single Workorder Item would repeat for every extisting Workorder Status item.

Using your template as a guideline I was able to have the total number of hours appear at the bottom of each Customer Group.  When I printed the report I could see that having a Grand total next to each work order was now unnecessary.  I then eliminated the details and all scripts except for the Date field.  I left that script in order to remove hours from the date.

Although the template may look a bit unorthodox, it now prints exactly as I want; in Summary fashion, displaying each Workorder once per customer group, and next to each Workorder is displayed the Contact, WO Date (scheduled date), WO Category, WO Summary, total Billable Hours and No Charge Hours per work order.  The total number of Billable and No Charge hours are displayed at the bottom of each customer group, and a Grand Total of all these hours appears at the end of the report.

I have verified all pertinent data within the Workorder is extracted properly by the Report Writer and the hours displayed are correct.

I needed to display a Service date range at the top of the report.  I was able to do this by creating a text label box that can be easily edited on-the-fly to manually enter a date range; open the template, enter the dates, save and print.

There is one minor problem when printing the report.  Although the template layout is set to LetterRotated (Landscape) mode, the template does not send the Landscape codes to the printer, so this needs to be done manually at print time.

I have attached the template and hope others may benefit from using it.  Run the report from the Service Workorders>Labor grid.

If anyone would like to spruce it up please feel free to do so.

Thanks,
Bob


  Post Attachments 
Workorder Labor Hours Summary by customer - 01-20-07.zip (14 views, 17.51 KB)

Post #2640
Posted 1/21/2007 10:45:21 PM
AyaNova Sales & Support

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Last Login: Today @ 8:27:06 PM
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Hi Bob

Great to see AyaNova users posting their own custom reports!

To set a report template to use Landscape, set the Landscape property for the xtraReport1 to True. This will automatically set the page width and length too.

The PaperKind property is for the "kind of paper" used - such as "Letter" for normal North American printers, "A4" for European, etc.  This may be why the printer does not print landscape mode.

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #2642
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