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Unit Summary Report |
This help file applies to an out-of-date version of MainBoss.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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The Unit Summary report provides a quick summary of information about your units. By default, the report has a line for each unit, showing the most important information about each one. Options in the Advanced section let you add more information to the report.
To print a unit summary, use Units | Reports | Summary. This opens a window that contains the following:
Grouping section: Options controlling how the report is organized.
Group by list: These options determine how the report is broken into sections. Each section will start with a heading, and may have a footer as well. If you select a Group by option, one or more Then group by lists may appear to let you break sections into subsections.
Sort Direction: Determines whether grouping 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.
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 units will be included in the report. The window lets you select units in several ways:
Show deleted records: If this box is checkmarked, the report will include deleted records. Otherwise, deleted records are omitted from the report.
Unit Filters: Make selections based on properties of the unit. For example, if you filter by Unit Location, you can restrict the print-out to units on units at a particular location (e.g. all units for work in a specific building).
Unit Value Filters: Make selections based on properties of the unit involved in the unit. For example, if you filter by Purchase Vendor, you can restrict the print-out to units 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.
Bar Code Symbology: Specifies a format to be used for printing bar codes in this report. If you choose None, no bar codes will be printed; otherwise, a bar code containing the unit Code will be printed for every unit in the report. For more information, see Bar Code Support.
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 units, see Units. For more on reports in general, see Reports.
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