Work Order Count by Ended Date Chart

This help file applies to an out-of-date version of MainBoss.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 Work Order Count by Ended Date chart provides one or more charts showing how many work orders ended in various periods within a range of dates.

For example, suppose you use the Filters section to specify that you want to see work orders that ended between January 1 and February 28. You can then use the Advanced section to say that you want to divide that range of dates into weeks. The resulting chart will show how many work orders ended each week between the given dates.

If you specify options in the Grouping section of the chart window, MainBoss will create a separate chart for each appropriate group. For example, if you group by work order category, there will be a separate bar chart for each category.

The end dates used in the chart are the actual end dates of each work order, as far as MainBoss can determine them. The actual end date is calculated as follows:

  1. If a work order has ever been closed or voided, the actual end date is taken to be the effective date of the last time the work order was closed or voided.
  2. If the work order has never been closed or voided, the actual end date will be taken as date the job was first opened plus the job's estimated duration. If that date has already passed and the work order still hasn't been closed or voided, the actual end date is taken to be today.

You obtain the chart with Work Orders | Charts | Work Order Count by Ended Date. The resulting window contains the following:

Grouping section: Options controlling what charts actually appear in the report. You must specify at least one grouping option to have any charts appear.

Sorting section: Options controlling how the bars are sorted within bar-chart.

For more on how to use Grouping and Sorting, see Report Sections.

Filters section: Options controlling which work orders will be included in the report. For more information, see Report Filters.

Include Inactive records: If this checkbox is checkmarked, all relevant records will be included in the report, no matter how old they are. If this checkbox is blank, only active records will be included; this means that old "inactive" records will be ignored.

For more about the active filter, see The Active Filter.

Field Selection section: Options controlling which information fields will be included in the report.

Suppress Costs: Omits any money information that might otherwise be displayed in the report.

Advanced section: Miscellaneous options.

Format Report in Columns: If this checkbox is checkmarked, the chart 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.

Summary Format: If this checkbox is checkmarked, the chart is just a summary. You don't see information on individual work orders; instead, you get a summary of all work orders in a particular group, as dictated by the options specified in the Grouping section. For example, if you are grouping by Work Category, you will get a summary for each category.

Report width in pages: Makes it possible to have lines that are wider than a single page. This is particularly useful when you are previewing reports on a monitor screen. For further information, see Report Sections.

Title: The title to be printed at the beginning of the report.

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.

Chart Axis Interval: Specifies how to divide the range of dates into periods. For example, if you specify days, the charts will show you how many work orders ended on each day within the range of dates.

Show Summary charts for each group: If this box is checkmarked, the output will include summaries for each group. For example, if the report is grouped by unit, then there'll be summary information for each unit.

Show Summary charts for the report: If this box is checkmarked, the output will have a summary covering all the information in the report.

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 work orders, see Work Orders. For more on charts in general, see Charts.

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