Create report by selecting date to date.

AyaNova 7 (legacy version) Reporting & Development AyaNova Printing & Report Templates
1

Hi, I need the ability to create a report based on a from and to date. (10-01-2010 to 31-01-2010).

Inside my Service Workorders, I have to find all repairs between the two dates given. I also need to see if it is a warranty repair.

Ihave tried to modify an existing template, but I can’t figure out how to give myself the ability to select the 2 dates.

Can you please help me?

Thanks in advance.

Best regards

Thomas

2

Hi Thomas

Use the filters on the grid itself to filter to only show the records that meet your criteria.

Review the AyaNova Help documentation http://www.ayanova.com/AyaNova6webHelp/filtering_a_grid.htmabout filtering.

For example, if you determine if warranty repair based on a Workorder Category called Warranty Repair that you have selected in workorders, than filter on the Workorder Category column selecting that specific category so only workorders that have this selected will show.

And for a date range, follow along with the tutorial example How do I create a custom filter? http://www.ayanova.com/AyaNova6webHelp/create_a_custom_filter.htmso that you get an overview of how to create a custom filter selecting a date range that you can than use similar steps to for the grid you want to filter on.

  • Joyce
3

Hi Joyce,

Thanks for your reply. I know how to create the filter, but how can I create a report(attachable to an email) based on that filter?

/Thomas

4

Hi again Thomas

Once you have created the filter, than only the records you want to report off will show in the grid.

So now all you have to do is select the report template from the Print menu drop down which will open the report in the Print Preview window.

See also the Help section on Printing from a grid http://www.ayanova.com/AyaNova6webHelp/printing_from_a_grid.htm

From there you can either print the report or send it as an attachment via the Send Via Email menu option. Do see the Help section http://www.ayanova.com/AyaNova6webHelp/sending_a_report_via_email.htmfor screenshots too.

  • Joyce
5

Uhhh thats nice. Now I got the idea :slight_smile:

In the gridIchoose a “from”(repair_start_date) and “to”(repair_end_date) date.Every time I use this report, the dates are different, because they depends on which period I need the report for.

Is it possible somehow to create a popup or something like that, where I can insert these dates, or is there a better/smarter way. The way it is now, I have to change the dates in the grid every time(as I see it).

Regards

Thomas

6

Hi Thomas, date columns do have the pre-set filter options such as Month - Current, Month - Next, Window - 14 Days, etc

Otherwise, yes, you would need to select the specific dates for everydifferent range you want.

  • Joyce
7

Hi Joyce,

Thank you for your help :slight_smile:

Have a nice day.

Best regards

Thomas