Work Order Summary 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This help file applies to an out-of-date version of MainBoss.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.

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The Work Order Summary by Assignee report provides a quick summary of your work orders, organized by assignee. The report is divided into sections, one for each assignee; there is also a section for work orders that have no assignees. In each section, you'll see a single line for each corresponding work order, summarizing information about the work order. At the end of each section are summary lines, giving averages and totals for the listed work orders. For example, if you have asked to see work order duration and downtime, you'll see a summary line giving the average duration and downtime for the work orders in the section, plus another summary line giving the total duration and downtime.

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

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

Show summary footer for the overall report: If this box is checkmarked, the report will include a final line summarizing information from the entire report. If the box is blank, no such line will be included.

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.

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.

Summary Format: If this checkbox is checkmarked, the report is essentially a summary of the 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 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.

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.

: 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.

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

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

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