This topic has a number of different Unit History report templates useful to view service history for units selected for service in workorder items.
To display all workorder items for a specific unit
- View the the Items grid in the Service navigation pane:
- filter by the client ABC Accounting which first gave me a list of workorder items for this client
- filter by the unit (Serial Number column) which gives me a list of workorder items where this unit was selected
Now only workorder items where this unit was selected display
Than select a report which will obtain data based on what is displaying in the grid.
Also refer to AyaNova v3 Manual sections:
“Use of Grids and SubGrids”
The “Service Navigation Pane” section which includes the tutorials “Filtering and Sorting a Grid” and “Printing a Report for All Service Workorders Displayed in a Filtered Grid”
In the “Administration Navigation Pane” section, the “Report Templates” section which includes importing a report template
The “Printing” section which inclues preparing displayed data in a grid for printing a report
In the “Technical” section “Creating Custom Reports”
Some basic Unit History report templates to download and import:
Unit History Report- Used the Detailed Report Templatein the Items grid of the Service navigation pane to create this custom report template (unit, workorder #, workorder header Service Date, Service Start Date & Time, User that performed the service, Service Details) (note: report requires that you filter to show only one Unit - otherwise all workorder items listed will appear on the report as if for the for the first unit in the grid)
Unit History Report Summary - Used the Summary Report Template in the Items grid of the Service navigation pane to createthis custom report template (workorder #, workorder header Service Date , Unit Service Type, Item Summary)