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Question:
How can I make my report receive filters from ExpressMaintenance?
Answer: When a report is run
in ExpressMaintenance, it first clears all filters in the report unless
they are marked as mandatory.
Next, the program checks the filters selected in the report filters
panel (example: Type or Category). For each filter that contains a
value other than "<All>", the program attempts to pass the filter to the
report. If filtering is successful, ExpressMaintenance also
populates the "Params" text field in the report if it exist.
The program can only pass filters to
fields that exist in the tables being used in the Data tab of the report.
The field does not have to be in the query result set but it does have
to be part of the table. In
order for the filter to be applied, the corresponding field name must
exist in the table(s) that are in the query but does not have to be used in the
Layout.
You should make sure
your toolbars are on in the Report Builder. You can do this under
View / Toolbars. We recommend turning everything but Data Tree and
Data Tree. You can also arrange the tool bars by dragging them
around in the window.
To view the available field in a
query, follow these steps:
-
Run the Unit List By Location report to preview on the screen.
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Click on the Data tab of the report builder.
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The Units table will appear as a box in the upper left portion of the
screen.
-
The Units window includes several buttons that make up the Query
Designer.
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Click on the Fields button to open the Query Designer to the Fields tab.
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The upper section reflects the available fields and lower section
reflects selected fields.
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Add the "Unit" (for example) field to the report query by locating the "Unit" field
in the upper section and double click on it. This adds the Unit field to the bottom portion
of the screen.
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Edit the query filter
criteria using the operator and value desired.
-
Check AutoSearch to make the
query dynamic meaning it can be changed each time the report is
executed. Check mandatory to require the filter each time and
prevent it from being cleared when the report is executed.
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You can add multiple
search options. You can also right click in the search criteria
area to insert other elements to the search such as "Or", "Not" and
other SQL expressions.
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Click the Ok button to save the changes in the Query Designer.
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You can view the raw query results by clicking on the Preview button in
the Units window.
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To
learn more about the Query Designer, review the help under Report
Builder.
The Maintenance / Reports Screen passes filters to the following field names:
|
Screen
Prompt |
Table |
Field Name |
|
Completed Date |
WoMaster |
CompletedDate |
|
Scheduled Date |
WoMaster |
ScheduledDate |
|
Performed Date |
Servhist |
Performed |
|
Downtime Date |
Downtime |
DateDown |
|
Unit Name |
Units |
Name |
|
Unit Name |
WoMaster |
UnitName |
|
Unit Number |
Units |
Unit |
|
Site |
Units / WoMaster |
Site |
|
Locations |
Units |
Location |
|
Unit Type |
Units |
Type |
|
Unit Category |
Units |
CategoryID |
|
Part Description |
Parts / WoDetail |
Description |
|
Company |
WoMaster |
Company |
|
Vendor |
Parts |
Vendor |
|
Employee |
WoMaster |
Employee |
|
Range |
WoMaster |
Numbered |
|
Shift |
Units |
Shift |
|
Work Group |
Units |
WorkGroup |
You can apply your own filters after
the report is executed and being viewed. Simply go to the
Data tab and click on the Search button. Double click on the
desired field and edit the search criteria with the desired operator and
value. You can make a filter permanent by selecting the mandatory
option.
You can download original report
definitions for all reports -
click here for list. |
