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Printing Chargeback Information |
This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
For the latest version of this help file can be found here.
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You can print chargeback information by clicking the Print button in Work Orders | Chargebacks. This opens a window that contains the following:
Sorting section: Options controlling how the contents of groups are sorted.
Sort by list: These options determine how records are sorted within each group. If you select a Sort by option, one or more Then sort by lists may appear to let you refine the sorting process.
Sort Direction: Determines whether sorting will go from lowest to highest (Ascending) or highest to lowest (Descending). Sort Direction options only appear if you pick an option where sort direction is relevant.
Filtering section: Options controlling what kind of chargeback information will be included in the report. The window lets you select work orders in several ways:
Show only active records: If this checkbox is checkmarked, the Active filter will automatically be applied when preparing the report; this means that information from old requests will not be included in the report. If this checkbox is blank, the Active filter is ignored; MainBoss uses information from all requests, no matter how old. For more about the active filter, see The Active Filter.
Chargeback Filters: Make selections based on properties of the chargeback. For example, if you filter by Billable Requestor, you can restrict the print-out to chargebacks charged to a particular set of requestors.
Work Order Filters: Make selections based on properties of the work order. For example, if you filter by Requestor, you can restrict the print-out to chargeback information from a particular set of work orders.
Unit Filters: Make selections based on the unit involved in the work order. For example, if you filter by Unit Location, you can restrict the print-out to chargeback information on units at a particular location (e.g. all work orders in a specific building).
Unit Value Filters: Make selections based on properties of the unit involved in the work order. For example, if you filter by Purchase Vendor, you can restrict the print-out to chargeback information on units purchased from a particular vendor.
Advanced section: Miscellaneous options.
Suppress Costs: Omits any money information that might otherwise be displayed in the report.
Format Report in Columns: If this checkbox is checkmarked, the report will have information formatted in columns; this has the advantage of compressing a lot of information into a small amount of space, but may be difficult to read, especially if you ask for many pieces of information to be displayed. If the checkbox is blank, information will be laid out in a less rigid format.
Title: The title to be printed at the beginning of the report.
Font Size: The font size to be used for all standard characters in the print-out (i.e. anything that isn't a heading).
Main Font: The font that will be used for most of the characters in the report. This should be a font that is supported by both your Windows system and your printer.
Fixed-width Font: The font that will be used for information that is printed with fixed-width characters (mostly unit specifications). This should be a font that is supported by both your Windows system and your printer.
Show checkboxes: A list of checkboxes that let you determine what information is displayed in the report. If a box is checkmarked, that type of information will be displayed; if a box is blank, that type of information will not be displayed.
Preview section: Displays a visual preview of the report. If you click the Preview button, you automatically go to this section.
The Preview section contains buttons for looking through the report preview and for actually printing the information. For more on using the Preview section, see Report Buttons.
Preview: Clicking this button generates a preview of the report, displayed in the Preview section of the window.
Print: Immediately prints the report.
Export Data: Exports the report's data in XML format.
Cancel: Cancels the preparation and printing of a report. This button is enabled only when MainBoss is preparing a report, i.e. gathering the data and formatting it. For more information, see Report Buttons.
Close: Closes the window.
For more on chargebacks, see Chargebacks. For more on reports in general, see Reports.
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