Work Orders by Assignee 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This help file applies to an out-of-date version of MainBoss.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.

< Previous section  |  Table of Contents  |  Index  |  Next section >

The Work Order by Assignee report prints full work orders grouped by assignee. For example, suppose you have workers named A, B and C who are all assignees to work orders. The report would print out all of A's work orders, then all of B's, then all of C's. This makes it easy to print off your workers' assigned work orders in batches, so that each worker gets a copy of his or her work orders.

If a work order has more than one assignee, the work order will be printed multiple times, once for each corresponding assignee.

To print a Work Order by Assignee report, use Work Orders | Reports | Work Orders by Assignee. This opens a window that contains the following:

Grouping section: Options controlling how the report is broken into sections and sub-sections.

Sorting section: Options controlling how records are sorted within each section and sub-section.

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

Filters section: Options controlling what kind of 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.

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.

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 work order number will be printed for every work order in the report. For more information, see Bar Code Support.

Additional blank lines: May be filled in with a number. If so, MainBoss will add that number of blank lines in the labor/material section of the work order. Workers can write in this blank area to record labor and/or materials not included in the original work report (e.g. materials you didn't expect to need).

Additional information: Extra information to be printed in the work orders. For example, you can use this area to specify that work orders should contain a signature line where customers can sign off once the job is finished.

You can set the default text for this additional information by using the Work Orders table viewer. Go to the Defaults for Work Orders section and then to Printed Form.

Preview section: Displays a visual preview of the report. If you click the 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.

: Clicking this button generates a preview of the report, displayed in the Preview section of the window.

: 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 printing work orders, see Printing Work Orders. For more on reports in general, see Reports.

< Previous section  |  Table of Contents  |  Index  |  Next section >