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FaciliWorks Desktop 7 Report Editor Guide (2.5 MB

1. Note You cannot undo deletion of a report Import Export This utility lets you import and export custom reports FaciliWorks saves encrypted reports in the RPT format To import or export a report select the Import Export tab in the Custom Reports window E Custom Kepors A Fa UlD t Bam 1 17gm Ca e Spa a Tae p F al pl Esd a h Cihan Plans Ter Cerdin T da khan Fim Egri ery Hu Eu bat Eba Four 51 1 zua Plane Par Zug s ta Lin lot lait ra Ha Eu Tisd Fete FaciliWorks Maintenance Management Software Report Editor User s Manual 32 Exporting Reports To export reports select one or more reports from the Current Reports Table listing as shown below then use the file browser on the right hand side of the window to choose where you wish to save the new reports Once you have done this click on the gt button to export the report s Each selected report will be saved as a separate file IAN D aia a Po oe ti ai Cae Sept Tobe p IF ol pl khan bf Ta Eri F A dialog box will appear confirming that your report has been exported K pepo dizi o E wd nr Exporting to an Existing File To export to an existing file select the destination file from the list box on the right before you click on the gt button to export the file You cannot export multiple reports to a single file Importing Report Data To import reports use the file browser on t
2. DataField Checkbox Data Type OLE COLOR BackStyle Sets or returns whether the section has a transparent or normal background Applies To Report Header Footer Page Header Footer Group Header Footer Details Label DataField Checkbox 48 FaciliWorks Maintenance Management Software Report Editor User s Manual 49 Data Type BackStyle Settings Value Mnemonic Description 0 ddBKTransparent Transparent opaque background the objects behind the object show through the object 1 ddBKNormal Normal the object hides all controls behind it Caption Applies To Labels Checkbox e Checkbox and DDTools Sets or returns caption string of the tool command button or checkbox e Labels Sets or returns the text string to be printed Data Type String CaptionPosition Sets Returns caption position on barcode Applies To Barcode Data Type Integer CanGrow CanGrow determines whether the section height will be expanded if any of its contained controls grows beyond its area If this property 1s set to False the section contents will be clipped to the height of the section Applies To Page Header Footer Group Header Footer Detail Subreports dataFields Data Type Boolean CanShrink Applies To Page Header Footer Group Header Footer Detail Subreports dataFields e Fields This property determines whether Report Editor should decrease the height of the control based on the value of the field When set to False the
3. Choose the fields you need for your label from the list of all the fields in the selected table When you are done click Finish to edit your label in the report editor Select report fields Whid Faki da you een in eu ar io e See Petit riete tables Selected Tatibem FT abia Fy el a F bc D Huss H FAL Zen E oe bar FaciliW orks Maintenance Management Software Report Editor User s Manual 29 The Label Editor Wizard automatically generates your data source SQL statement and arranges all the labels and fields on the details section of your canvas Sometime the height of the Detail section 1s greater than the label height set for your label printer Remember that the height value is in twips and 1 inch is equal to 1440 twips Therefore a 6mm label about 14 would be approximately 340 twips E Ens Se G CG on Maa HE EIS DENIA LAA EL ER er LS j a ERR i Eammh Fam 10 rfen gt Sand bho Equip SM LZ On some systems the Detail section height will expand to allow at least most of the fields and labels to be viewed Remember that the wizard automatically puts all available fields and labels on the canvas one set label and field at a time If you think that there may be more fields than can be viewed because the section height is not large enough just adjust the height value to a large enough value to view all of your fields try 7000 to start with FaciliW orks M
4. Poorer p A Ce ercer inv myth eck a OK A Breech ae l orders a gen ysci Ou of MTBF zen de a A batcodes ste m e barcode spare parts auditor Me mtime MIB Fdo crit hedul ent redictive maintenance web nedufe inv qe spare partstoo cri FaciliWorks Enterprise Asset Management sktop version 7 wont order Sista ds pani Ee ses read pe S are Parts pre lictive maintenance dge ul web service requestassessir cnequie uct Eg td Img amp assess EE Sc itor loe Sading servi work orderstoo cril arco entor asset get downtime v ole ule meter reading service contractsservice Ane schedule inventor De EK dida Gs A EPA predi ternet access amerg ency abor sch uling DUC dget procedures meter reading arcodework o tenance avalla Nit SC SE auditor downtime tool crib SEA axed Wor or empero ation s stainabil ty trackin amp assessment corrective action H au ditor ass setavaila A web service re ice contracts red ictive maintenance work ES u smana der s ice Web A contract work sche pare p arts rien e a ser 5 as Ze pest work s edule emer enc EI ctive lockout ta lew crit ue arts o GP rea arts ictive mainte anc T Y e anagement A sej fract too crib pee correctiv actio ency service igition ase rder spa pare edule E abi SSC con W GE me wor jedule Con dition base r ersonnel amp asses ol cri Kate S manag e Seel i ency Soe tor tenance sc SUL wor ord ers personne spare pars AS rkcom u L bility cal ib
5. the Show Grid checkbox is checked Uncheck this box to hide the grid Check the Align Controls to Grid checkbox 1f you want the elements on the designer canvas to snap to the grid Note Sometimes you may want to uncheck this option to position elements closer together than your grid will allow Don t forget to recheck this option afterward Grid settings can be changed to suit your needs Use the Grid columns and Grid rows fields to specify how many dots per ruler unit are desired use the Ruler Units radio buttons to specify inches or centimeters as you prefer Note If you change your grid unit to centimeters you may want to reduce the number of dots per ruler unit to 10 or even 5 to keep your canvas from being overcrowded with grid dots Styles This feature gives you a quick way to style the type in your reports appropriately and uniformly Four basic styles are included for your convenience Normal Heading 1 Heading 2 and Heading 3 Each of these styles has different attributes according to how they might be used in a document for instance the heading styles are all bold for emphasis while the style Normal is plain rather than bold and of a suitable size for body text on a page You might want to style the most important elements in a report Heading 1 less important headings Heading 2 the least important headings Heading 3 and body copy Normal You may use the controls in the right hand pane of the Styles window to modify the font siz
6. Fields Now that you have provided a source for your report you can now start creating your layout To add a data field to your report click on the field name in the Field Toolbox and drag it to the canvas FaciliW orks Maintenance Management Software Report Editor User s Manual 38 After you release the mouse button the field will appear in the canvas with a corresponding label on the left side with the name of the data field as caption This is the default but you can change the label caption by editing the Caption on the Property Toolbox A Mee Fesn oe ee mees 2 TA AA er ee LEMA Ce ee ee CASAN Bette Pee Pee Pe eae em Jesse e AP AAA ee A ne nwan o unnu m o a o Ce o o o oo MNAE A O MA AAA CARTERA AAA mama NE AAA ARA MARTE EA ANA ee AA EE ER A RR EE eh e EE e A A A PORRA RN ll ti Ta AUREA AN KE E AS ELE it e e As mentioned earlier you can drag as many fields into the canvas as you have room for The canvas represents the actual printing area for your report the paper size and margins are set using Printer Settings File Printer Settings After placing all necessary fields in the details area you should resize the height to eliminate unneeded empty space between each record FaciliW orks Maintenance Management Software Report Editor User s Manual 39 In the preceding example the slider for the page footer is dragged upwards to decrease the row height for the d
7. Report Editor User s Manual 9 Setting data sort order To set the order or arrangement of data in your report you now have to specify which table and what field will determine this order You are not limited to one table and one field since you are dealing with multiple tables Set Sort Orders eee lr de ipy vami ea Fi i A Teria Kkigg bakre Tiker Jos Hi You must also set the sort order to Ascending or Descending The following summary screen will show you the actual SQL statement that will be used to open your data source Summary Bakrey ie og curar record arae for KZ WC roads fe my iets a ne ee bare b i ec Auge Egon fa gi D ioed Panoni Ne Iuihorced Persora Hatz Aahe Person Equip 10 Epir Npeke bha Hp Equ p Hera Wal Ho Expo Pisi lsi An E pap Monies PS Dane Egip Masia Description FROG g lteg Pateri MIER 101 Eq Aedes DH dare Paron Epa I Erir H cke Emin Ip ORDER Er auhi Fea uly DI Eqn Main Equo Gjat IN ee pn Direct SQL Query Advanced users can directly enter the SQL statement using this third type of query preparation It is assumed that you know the full syntax for creating SQL statements We have however included the basics for creating SQL statements or statement structure to help you get started Clicking on the Next button will give you a window with a blank input field as shown below Set Report SQL Source Directly Wu can noc ted the acting query Eran fee fect b
8. now start creating your layout Note that the Fields frame is no longer empty It now contains a list of fields that you can drag and drop onto your report canvas 27 He dr DT dE CH EK Beie EEEE E e i cae Be Beer eee wa Design pravim eet ae E crow Ne i T i A A ath 10 EH aan A Ber Selected Desk action You can drag as many fields as you can put into your canvasYour canvas is the actual printing area of your report the margins and paper size are set by changing the printer settings For more information on printer settings see page 14 The basic report format has three sections Page Header Details and Page Footer The Header and Footer page is repeated all throughout the report while Details contains the body of the report Grouping Your Data Some reports require grouping of data common record information is printed on one row and rows below include other varying details of the records For example in creating a report on tasks performed on equipment a group header would contain the ID number of the equipment and the rows beneath would contain the type of tasks performed on the particular piece of equipment To create a group right click anywhere in the designer canvas and select Insert Group Header Footer from the pop up menu a Ki ado AA Sai dl Mii ti gek H eS She FaciliW orks Maintenance Management Software Report Editor User s Manual 12 Yo
9. of the object currently selected in the Explorer frame The properties displayed vary depending on the object selected TAE EsportHesader F ih ES Eaporttiardn See the Appendix beginning on page 48 for detailed discussion of the different properties of controls and objects in the report designer Opening a Data Source When you create a report you must first connect to a data source The fields for your report will come from this data source On the toolbar select the button labeled Set or Build SQL Source for the Report as shown e Rupert Drmmr Hor perl Hs Hr Ven fest Pma ons CoA SACA DA E A EE Bot se o EE Design previa 4 FaciliW orks Maintenance Management Software Report Editor User s Manual The Report SQL Entry Main window will appear as shown with New SQL Source selected This is the only way you can make a connection to a data source so you must click OK to proceed The SQL Builder dialog box appears giving you three types of queries to choose from Select Query Type E a AA o akd e S imple Query Tipiy Sek Nore single Lale nihe Delta jiener roe Singha Table Papers Advanced Query Doky ra rap Fisk dorr mines gra ir os Calabas iair LzrrfebedL zbanigdrnrtaer ized for Prepara wih ratips Biste L ar parna pee C Carect SOL Query Aysa you to manus enter the Reports SOL Report Sorge direrty Chor Adrad Weare Deg Hews The first two options use a query wizard to guide y
10. space between the left edge of the physical page and the left edge of the control object Applies To Subreports Label Datafield Checkbox Data Type Single FaciliWorks Maintenance Management Software Report Editor User s Manual 51 Default Value 1440 twips 1 inch Maxpages Sets or returns the maximum number of pages to be processed by Report Editor Report Editor will stop once the number of pages reaches this value You can use this value to limit the number of output pages when running reports and distributing the results over a slow connection Applies To ActiveReport Data Type Long MultiLine Determines whether the RichEdit prints multiple lines or single line When set to False the control 1s limited to single lines Applies To Label DataField Data Type Boolean NewColumn NewColumn determines whether Report Editor should insert a column break before and or after printing the section Applies To Group Header Footer Detail Data Type NewPageConstants Settings Value Mnemonic Description 0 ddNPNone No page break before the section 1 ddNPBefore Start printing the section on a new page 2 ddNPAfter Start a new page after printing the section 3 ddNPBeforeAfter Start printing the section on a new page and start a new page after printing it NewPage This determines whether Report Editor should insert a page break before and or after printing the section Applies To Group Header Footer
11. type You will be able to use the fields from different tables you select the tables are connected by links you create or specify It is very important that you know the structure of your tables and the types of the fields in these tables You cannot create links using two different kinds of fields e g a text field displaying the equiupment ID number cannot be linked to a date field showing the maintenance date These linked fields should be common to both tables If you are not sure about this ask your database administrator about the properties of your tables In the Select Query Type window select the Advance Query button and click on Next Select Query Type Ad ae wad yu tie bo belo n Simple Query Dipsy behi ora sarge balde ire Deedee Rir ror Dal inal tee Je Advanced Query Dopik re re Te Bro rta de Disk E Eu DAD tire LisrCalirad table eeialicrch pa ed for Pieparto wath mudipis peace lie Bre Seay le Derecg SOL Query Ar yo bomani ardor he Reports Bd haput ge dresi Cie Ache Ll Conos G Selecting tables and fields Go through step 2 just as you did with Simple Query to select your table name and field names Once you have selecting fields from one table you can choose another table and add fields from that table to your Selected Fields list In the field listing the string of characters before the period indicates the table name after the field name Take note here Select repon fields e
12. vertically in landscape it is oriented horizontally When you change these settings the page preview icon will change to give you a visual representation of the result Collate Select Collate when you are printing several copies of a multi page report to print each report sequentially When Don t Collate is selected all copies of page 1 will be printed then all copies of page 2 and so on Duplex If your printer offers duplex printing you can choose this option to print automatically on both sides of the paper Not all documents need to be printed in this way so we have included this setting to be activated only when printing reports FaciliW orks Maintenance Management Software Report Editor User s Manual 15 Field Name Description Paper Bin If your printer has more than one paper bin you can use this option to select whatever available paper bin you prefer You might use this option to print on paper of a different size than the printer s default or to print on letterhead as opposed to blank paper Grid Settings The tiny dots you see evenly distributed over the designer canvas are the grid which is intended to give you guidance in the design and layout of your report The dots will not appear on your printed report The spacing of the dots in rows and columns is defined under Grid Settings By default there are 16 dots to the inch both horizontally and vertically 16 dotsvinch dots nch By default
13. with the Bar Code button in the details area or any area in the report canvas where you wish to put your bar code and then associating it to a data field in this case the Equip ID field ince Label Took Help CABE baaa o E alte m Le Repor Diesiqner Mew 1 lech Labe Edo Edit wow paat Farmet Tools Hal peganes EE MER AE by de abl E Ga DA 5 ot Shs ms wen pe e ee eee a The barcode is associated Wt ne data eld Scape JO FaciliW orks Maintenance Management Software Report Editor User s Manual 25 Finally there are two other important settings to consider in using the barcode Barwidth and EnableChecksum properties ek e Berck F H Iesel Bso Alar 2 EI OC eder Eechen CT ETT Cention Cention tion 0 dicen Data Dreti Font hid Foral oa TL d LAS kt 15 da 3 dikta A7 aj Enable kien d Seran F ehhe ia vest adem barcode loreradarad The resolution of some barcode printers is not fine enough to provide adequate space between the bars of the barcode This causes some barcode readers to misread or not read the barcode at all Setting Barwidth to 2 expands the distances between bars and gives a clearer distinction between bars especially for smaller barcodes EnableCheckSum field should be set to False to eliminate display and printing problems on some systems and printers that result if the field is set to True Creating Labels In Report Editor Automatically creat
14. 00 776 3090 USA Phone 480 295 3465 Fax 480 922 7400 Technical support is available by telephone during normal business hours Mountain Central time Email and Internet Support Electronic support is also available 24 hours a day to all registered users contact Technical Support at Email support cybermetrics com Internet www cybermetrics com NOTE TECHNICAL SUPPORT CANNOT BE PROVIDED UNLESS THE USER HAS FULLY COMPLETED AND MAILED IN THE ACCOMPANYING REGISTRATION CARD TRADEMARK ACKNOWLEDGMENTS All CyberMetrics Corporation products are trademarks or registered trademarks of CyberMetrics Corporation All other brand and product names are trademarks or registered trademarks of their respective holders SINGLE USER SOFTWARE LICENSE AGREEMENT This is a legal agreement between you the end user and CyberMetrics Corporation CyberMetrics BY USING THIS SOFTWARE YOU ARE AGREEING TO BE BOUND BY THE TERMS OF THIS AGREEMENT IF YOU DO NOT AGREE TO THE TERMS OF THE AGREEMENT PROMPTLY RETURN THE DISKS AND THE ACCOMPANYING ITEMS including written materials and binders or other containers TO THE PLACE FROM WHICH YOU OBTAINED THEM FOR A FULL REFUND SOFTWARE LICENSE 1 GRANT OF LICENSE CyberMetrics grants to you the right to use one copy of the enclosed software program the SOFTWARE on a single computer If you wish to put the SOFTWARE on a network server you must purchase the same number of copies as computers attached
15. Bee e ce s bless bial Wei Click on Next to continue There must be some kind of order in the way your data will be reflected in your report for example it can be sorted by ascending Equip_ID number so your data will be printed in order by Equip_ID number from smallest to largest You may have more than one order field depending on your preference Select the order field just as you did with the data fields Sy AL Fakin Set Sort Orders hich fado do pou werent o oot Wi can glipte maiinis Fed ha fraile iii ifik brii Before finishing the selection of your data source you will be given a summary of the SQL statement automatically generated by Report Editor If you know the syntax for the SQL statement you can modify it in the text box It should not be necessary to modify the generated statement unless you want to change some of its parameters HERL Ec Finish e ie os EL Eaa SH edd Hol US Gel From Equ Hata DADER Er Equ Mads E quepa DlAGC FaciliW orks Maintenance Management Software Report Editor User s Manual 37 If you wish to go back to the previous windows and change parameters you ve set click on the Back button When all is satisfactory click on the Finish button to close SQL builder window and return to the blank report editor canvas The Field Toolbox will now contain the fields you have selected in the query Step 3 Creating Your Layout Adding
16. Definitions cooonccccnnnniccccncccncnnnccncnnnnnannnnenanans 48 Chapter 1 Customizing Reports FaciliWorks offers the ability to manipulate your reports You can create new reports or edit existing ones import reports from other compatible databases or export them Reports that are no longer in use can be deleted from your list The report editor design environment describes how to add and modify controls in your report It includes detailed descriptions of report editor user interface elements including menus and toolbar items and preference settings In addition you will learn about some basic operations while using the report editor such as selecting and moving formatting and aligning controls in your report Using Custom Reports Custom Reports 1s a new utility in the Setup section of FaciliWorks To start click on the Custom Reports button the window below will appear Re zom Foc po rts reste T ona IT Par IT spe eee ae ES GIN CC cual dEr Uber Ste Were Lo Ela Fon nh a Ent IA UT Ela Fan Su Zu MAS O nay Ela Fon rA E Iler l sage d e l pen sl Eh Ha Zus ER zl e Saal Create Edit Report The Create Edit Report tab displays a list of all available reports From this tab you can open the report editor in one of two ways you can select the title of a report in the listing and click the Edit Selected Report button to open the selected report for editing or you can click Crea
17. Details Data Type NewPageConstants Settings Value Mnemonic Description 0 ddNPNone No page break before the section 1 ddNPBefore Start printing the section on a new page 2 ddNPAfter Start a new page after printing the section 3 ddNPBeforeAfter Start printing the section on a new page and start a new page after printing it OutputFormat Report editor provides an easy to use Number Format dialog box You can use this dialog to set the OutputFormat property of field controls to a valid formatting mask Crowe ateos Sapi Deag IATE H umia fa Diecined placer 2 We d bererdanmg IpGukes rima To access this dialog click on the ellipse button of the OutputFormat property in Visual Basic s property window Applies To DataField PrintAtBottom Sets Returns if groupfooter section is moved to bottom of page Applies To Group Footer Data Type Boolean PrintWidth Sets or returns the width of the report page in twips 1440 twips 1 inch Applies To ActiveReport Data Type Single FaciliWorks Maintenance Management Software Report Editor User s Manual 52 Default Value 1440 twips 1 inch ReportName Sets or returns the name of the linked report object Applies To Subreports Data Type String Style Sets Returns style for object Applies To DataFields Checkbox Data Type string SummaryDistinctField This property sets or returns the name of the field used in a distinc
18. EE ASE e Slick an thir Buti ou ii CA A E et A a SCO Core HERE EE YR nr A died mmm d yashma a AP El Comte SIRES t By drag and ares in your came fee ERR fave LiB Field Button Use this button to insert a field into your report This field represents the changing date for your report and each detail row will correspond to one record You can add as many fields you would need on a row Click on the Field button and drag and area in the canvas as you do with Labels shown above In the case of fields two editable regions will appear one for the field label and one for the field itself The Property Toolbox window will indicate if you selected a field or a label H Manfsport E Patent 19400 mee d yy yy terns AE E Cou 5 Fida E CS FaciliW orks Maintenance Management Software Report Editor User s Manual 19 Default location of Date Time Field and Page Numbers Pe ER Yem eet reegt Tola Hap De ARR SOPs 2 em ODS bse Ep O Shee Oe me roe Gt St SB l Deum Presi i F E EEE AA Ara SEH mg d H PanAapor I PageHewder pd gy dede regen d ng DREI DREI Gctkebenoet kb Pan Fidi ai Fidi n EE Selected Ach vaReportiM an Report TE Subreports A subreport is a report within a report each subreport pertains to a record in the main report Subreports are very handy when you want to include details into your report but cannot include additiona
19. FaciliW orks Maintenance Management Software Report Editor User s Manual By default the editor window 1s divided into four parts Explorer or Objects Report Fields Properties and the designer canvas Frame Title Explorer and Canvas Description This Explorer wndow shows you a tree diagram of the different parts of your report designer canvas Click on any item to display its properties in the Property Toolbox The canvas can be divided in different parts The example below shows a report header page header details section page footer and report footer AAA ut H A la ul E ak ET kk Equeiment Listing Ay Garren Location Coren Lass Egi ki Erap Se Epir Borer pilar i JE Coal rada feed beer bag Bi Expo H Dezem E l d Cua jb ASA Below is a brief description of each section Report Header This section appears only once in a report on the first page This section is normally used for company header and report title The Illustration above includes a company logo company name division name and report title Page Header The section appears on every page of your report The usual contents of this section would include the heading for each field of your report It is a good idea to include the report date and perhaps a page number in this section to make it easier to group your pages properly and keep them in order Group Header optional If the data can be organized based on a common fi
20. REALASERJER SB EAL ER HE Bu POF ey goe HF Deepal et DCI CR 84 i n a RB d SR i Cancel Heia 2 Select Label Size Select from a scrollable list of available paper sizes supported by your printer FaciliW orks Maintenance Management Software Report Editor User s Manual 28 This list is automatically taken from your printer information file Clicking on a size from the Paper Size list displays the size of the label in inches in the Width and Height fields below this list In the design stage you have to consider margins for your printable page For custom label sizes you must enter the dimensions of your label in inches in the Width and Height fields Once you ve done this go on to the next step by clicking Next Label Size Papar ca dVHEC oe Ld Lcdo Curt ys BaT Cae Mir DEL Bock Mir Dei Sech Lg kpa Erral es Nee for Gu Pana Aire ere r ich E Bech as deg Deen o Select Report Tables Now choose from all available tables in your database by highlighting the table name and clicking the gt button You can select multiple tables but since the links will not be established you must make sure that both tables have records in them that match or have at least one common field Only matching records will be shown We recommend that you select only one table in making your labels Select report tables Ah Take odo sna ara in vor rr Bekded Taik Select Report Fields
21. Toolbox Now the group header needs a data field name to group to in this case let us select Tool_ID from the drop down list of DataField names D Herei E nod desl G Dad iGo ca BEE es ee e e FaciliW orks Maintenance Management Software Report Editor User s Manual 43 Drag the Tool_ID field from the Fields toolbox into the GroupHeader1 section Meteo E Pahaa P GpH hal ES D D Grap cal Pi Select and delete the field label in this case the property name is set to LabelNN where NN is an automatic chronological number assigned to 1t by default You do not need to repeat the field label on every field value however if you want to you can keep it just format it properly This section will now only contain the value of your group field Tool ID a i prn orga eg gt Gunesi AA If you wish to transfer labels or data fields from one section to another you can cut and paste them To do this select the object you want to move and choose Edit Cut from the menu bar at the top of the Report Designer window The object will disappear Then click within the section you want the object to appear in and choose Edit Paste the object will appear in that section and you can position it as desired FaciliW orks Maintenance Management Software Report Editor User s Manual 44 To finish the report we can now add the details and column headings as shown below Sel
22. aintenance Management Software Report Editor User s Manual 30 Once all the labels and fields are visible you can drag them anywhere on the canvas you wish Click the Preview tab to view your label to make sure all your data fits within the label area Be sure to change the height of the label back to the value it had before you extended the height of the label IB Semis e zo eet Bl manapa ai a betel F d Dstecontroll TAN me ID oe Typed me Type me Code ms Ende geg Ewa ma dere Design Preview A na ee Le Al EH CHE Has Hongi LB et FARE Sp Sa e ABRA A PORO AAA Aaa Egui D01 Truck Sanha TPTCR SU eo Papa 1 af m Deleting Reports FaciliWorks Maintenance Management Software Report Editor User s Manual 31 To delete a report from your database click on the Custom Reports button in Setup then click on the Delete Report tab A window similar to the one below will appear Select the report you wish to delete then click on the Delete Report button A confirmation message will appear Click Yes to confirm that you want to delete the report and the report will be deleted from your FaciliWorks database E Custom Hieporis O ma Eat TA A EE TT De dar ld ve ade aa Dwe dia A a ne Taki k bad Led Usch me Tod E uk chu Dowd ey Krea Toles a a I gt A LKI zi Gw ug dk Fel os 5 ann m mba l vm Fa F a Lierne Eria ime Saas TAR YW
23. appears in the print spooler to identify the printing report Applies To ActiveReport Data Type String EnableCheckSum Sets returns if checksum is used when barcode is rendered Applies To Barcode Font To format the text of a label or a field control click on the Ellipse button of the Font property in Visual Basic s property window You can set the typeface name size and other font settings from the standard Font dialog In addition you can use the Format toolbar button and combo boxes to set those properties for any selected control or controls Apples To Label DataField Checkbox Data Type StdFont ForeColor Sets or returns the foreground color used by the canvas drawing methods Apples To Label DataField Checkbox Data Type OLE_ COLOR Height Sets or returns the height of the section in twips Applies To Page Header Footer Group Header Footer Details Subreport Label Datafield Checkbox Data Type Single HyperLink Identified the hyperlink text of the clicked field Applies To Label DataField Data Type string KeepTogether KeepTogether property determines whether a section should print in its entirety on the same page When you set this property to True the section will print on the same page without any page breaks A False setting allows the section to be split across two or more pages Applies To Group Header Footer Detail Data Type Boolean Left Sets or returns the
24. bsborehgas oF inks Debrecen Sepp tenes EquipID and Equip_ID The table and linked fields have drop down lists limited to your selected table and the fields of the table A relationship selection window is also provided to guide you Jas Proprrtias e 4 hia ALL Record ion ular bad Faroa sei andy eae orde in Er Mode ee be k ted ici ad dpi DOI bas ALL Ets net Ess Micro rd eb thea bs from Led Persone seers jr Table link fields Field Name Description Table 1 Name of the table in which all its records are to be reflected in the report All records may mean all records subjected to filter if any Links may also act as filters This field has a drop down list Table 1 Linked Field This is a field common in type and contents between the two linked tables The names and field sizes may vary but it will only link with exactly the same record This field has a drop down list Table 2 Name of the table linked with Table 1 Not all its records even if subjected to filter will be included in the report Table 2 Linked Field Same description as Table 7 Linked Field Relationship There are three types of relationship as described in the illustration It is a good practice to use the convensions described for Table 1 and Table 2 above but these two tables can actually be interchanged as described in selection 2 and 3 of the joined properties option 8 FaciliW orks Maintenance Management Software
25. card click Cancel Now that we are done with our report select File Save from the menu and provided the appropriate name for our report You can preview the report by selecting the Preview tab Appendix Object Contro Properties Definitions Name Name of control Applies to Report Header Footer Page Header Footer Group Header Footers Subreports Labels and DataFields Alignment Applies to DataFields Labels and Checkboxes e Labels Fields and Checkbox Alignment property determines where the caption should be printed relative to the left center and right edges of the label area Left Right Center Data Type TextAlignment Settings Value Mnemonic Description 0 ddTXLeft Aligns the text to the left edge of the object area 1 ddTXRight Aligns the text to the right edge of the object area 2 ddTXCenter Center the text horizontally within the object area AllowSplitters Sets returns whether to allow splitting of data across pages Applies To Active Report Data Type Boolean Angle Angle property sets or returns the angle slope of the printed value 1 1 10 degree Applies To Label 0 Degrees e e a 3 F ll v E s hs i Fo s3913 081 Data Type Integer BackColor Sets or returns the background color of a section The setting will be reflected when the BackStyle property 1s set to ddBKNormal Applies To Report Header Footer Page Header Footer Group Header Footer Details Label
26. cting the source you will be able to view the SQL statement that opens the data source of the report You must now create the link filter to connect the subreport to the main report To do so follow these steps 1 Select a field from the subreport to link to If more than one table in the data source contains this field you must specify the table name Select the operator to use in comparing the fields Indicate the value you wish to filter to You have 3 choices for this A specified fixed value Link to the current field value of the master report An external criterion is indicated by the contents of a field in the subreport Add the criteria to the list If you need more than one criterion repeat the first five steps using a statement connector the default is AND If you wish to use OR click on the OR button before creating another criterion Anna apR WN 7 When you are done click OK To discard click Cancel The fields of the Subreport Custom Properties window are described in the following table Field Name Description Report Source This is a drop down list of all available reports Select the subreport you will use from the list SQL The SQL statement used in opening the data source of your subreport This is anon editable field and is provided here so you can immediately see the tables and fields that are used in your subreport This is particularly helpful in finding out if the field you nee
27. d to use for the link is contained only in one table or more than one Refresh button Refreshes the SQL screen Table optional If your link field is contained in more than one table in your source you must specify the table to use for your field If only one source table uses this field you may leave the Table field blank Subreport Fields The name of the link field from your subreport Operator The operator for comparing the link field to a value Value You have three choices for filter value e Fixed value your report will be limited to only the value e Pied ue drop down list is taken from all the available fields of your master report e External FaciliW orks Maintenance Management Software Report Editor User s Manual 24 Field Name Description Add Remove and Click the Add button to add a criterion Select a criterion from the list and click Clear Buttons on Remove to delete the selected criterion The Clear button deletes all criteria Or Button By default criteria are linked with the AND connector Select the Or button before adding a criterion to use OR instead of AND Ok button Click OK to apply the changes you have made to your criteria Cancel Button Click Cancel to discard the changes you have made to your criteria Adding a Bar Code Bar codes of Equipment IDs are easier to create than ever with FaciliWorks Report Editor You can do this by simply dragging an area
28. e 3 ddPAButtomLeft Aligns image to bottom left hand side of page 4 ddPAButtomRight Aligns image to bottom right hand side of page WatermarkPrintOnPage Applies To ActiveReport WatermarkSizeMode Sets returns the way the watermark will display on the printed page Applies To ActiveReport Data Type watermarksizemode Settings Value Mnemonic Description 0 ddSMClip This will clip image if it is larger that print area 1 ddSMSiretch This will stretch an image to fit the print area 2 ddSMZoom This will zoom in or out of the image to let the image occupy the whole print area Width Sets or returns the space between the left and right edges of the control object Applies To Subreport DataField Checkbox Data Type Single Default Value 1440 twips 1 inch WordWrap Sets Returns word wrapping for control Set to True to wraps the text to fit within the bounds of the specified coordinates Set to false and text will be clipped if CanGrow is set to false and control will show only one line of text Applies To DataField
29. e color or alignment of a style You may also create new styles by clicking the New button under the list of styles in the Styles window FaciliW orks Maintenance Management Software Report Editor User s Manual 16 Note New styles or modifications to existing styles in a given report appear only in that report Hesdrgl Haring Haring H k rei i To apply a text style to an element in the designer canvas select it then choose the desired style from the drop down list at the top left of the window just above the ruler S A Ml d e Completing Your Report Layout Every report must have a page header and footer The page header usually contains the report title and the title of the columns The footer usually contains the page number You can create titles using the label button the report editor also includes buttons that generate automatic page numbers and a date time stamp Click the desired button A field containing the pertinent information will appear on the design canvas drag 1t wherever you want that information to appear Don t forget to save your report Select File Save from the menu or the save button on the toolbar with a disk as an image re Eras Derma Seppe Leen By Equep iG FaciliW orks Maintenance Management Software Report Editor User s Manual On the other hand if you have modified a report and want to save it as a new report with a different file name use Save As you will be prompted to en
30. ect the Preview tab to get a quick print view of your report Embedding Subreports You can create your own subreport just like any other report see page 21 for instructions on creating a subreport but for this tutorial we ll be using existing subreports FaciliW orks Maintenance Management Software Report Editor User s Manual 45 Several reports in the database have embedded subreports Let s try to recreate the Equipment Listing by Current Location with Tasks report At this point we should be able to create from a blank report a listing of equipment by current location use the Equip_Master table as a data source ordered by current location The resulting report design should look like the image below Notice that the details section is empty and the report is grouped by Equipment ID because we may have several equipment of the same type in our database but only need to show one of each in this report FaciliW orks Maintenance Management Software Report Editor User s Manual 46 We add a subreport in this case the Equip Listing Task SubReport in the GroupHeader1 section To do this we click on the SubReport button on the button bar ul then drag the cursor across the canvas while holding down the left mouse button to form a rectangle that will be occupied by your subreport It is a good idea to keep the rectangle height to a minimum subreports automatically adjust height when displayed and printed Now that you have created a c
31. eld create a group header to hold the values of the common field This is called data grouping For example creating a report of maintenance schedules you can group the report on equipment IDs For more details see Grouping Your Data on page 11 Detail This section includes data fields the details of your report If you have subreports they are also normally included in this section Subreports optional Subreports can be contained within the detail section or any of the group sections Subreports are linked using a common field if the field appears in the details section subreports can be included in the same section or any other section where the field may be Report Footer This section appears only on the last page of your report after the very record The example above includes the total number of records printed for the report Page Footer Page Footers come in pairs with Page Headers They appear at the bottom of every report page A page footer normally includes page numbers and sometimes sub totals of the value fields in your report 3 FaciliW orks Maintenance Management Software Report Editor User s Manual Frame Title Description Report Fields If you have established a database connection all available fields will appear in this frame You can then select any field and drag it to the designer canvas on the right SSS a Equip ID Dipika PS Te buede Con Property Toolbox This frame lists the properties
32. etails area You can resize the other sections the same way page header group headers but for the page footer you have to put the cursor on the bottom most line and drag to resize as shown below A A Hee Fesn omen AE AAA ATA AAA PRA RA ADO AA PEA ao o os o o Mo eee ssanaf o ol woe CA AAA Pe ee nanma narma EAT EN manna on woe o Pee ee ee ee o ee al MANN MAA PANAMA CANADA IHR PEPPER SEP Peep Pea Pa TERE EET ss pei rs METE ESSE AAN MAMA AA MNAE HEN Pe ee Pe ee onnan rnana AAA AAN AN Adding Report Titles Data Headings and Report Footers A report should have a title and data column heading at the least It is also a good practice to include page numbers on the footer area Labels are used to create report titles and data column headings while there is an automatic page numbering and time stamp control included with the report editor To add a report title select the label button and drag an area for the label in the page header area FaciliW orks Maintenance Management Software Report Editor User s Manual 40 You can change caption alignment and font style in the Property Toolbox to whatever settings you need for your report header The sample above has the label aligned to the center caption changed to Default Report Title and font set to Arial Bold point size 18 You adjust font by selecting the button on the right side of the Font property and the wndow below will a
33. field will take the exact area defined by its preset coordinates When set to True Report Editor will decrease the height of the field to exactly fit the contents and shift the control below it upward to account for the decrease in height Data Type Boolean e CanShrink determines whether the section height will be adjusted to fit its contents When this property set to False the section will nor shrink beyond the minimum value defined by its Height property Applies To Group Header Footer Detail DataField Data Type Boolean ClassName Class property sets or returns the ProgID of the OLE object Applies To Label DataField Checkbox Data Type String ColumnCount This property sets or returns the number of newspaper columns in the report This property can be used to print labels or phonebook style listings The width of each column equals the PrintWidth of the report divided by the number of columns ColumnCount applies to Detail sections only You can use the ColumnLayout property to force associated group headers and footers to follow the same column format as their detail section Applies To Detail Data Type Integer ColumnDirection This property determines how Report Editor should print the detail section in a multi column report Down Across Across Down Applies To Detail Data Type ColumnDirections Settings FaciliWorks Maintenance Management Software Report Editor User s Manual 50 Value Mnemonic Descript
34. he right hand side of the window to select the reports you wish to import Once you have done this click on the lt button to import the report s E Custom Keporis na O T 1 R u i qu 1 Cae Sept Tobe p IE ar pl Esd Era Plane Par Panda khan Fim Lord ery Hu Eu bat Eba Four 1 1 zua Plane en Zug s ta Lin lot lait ra Fhar F 11 Tind Fete Chapter 2 Tutorial Creating a Simple Report We will go through the most basic steps of creating a simple report opening a blank report canvas selecting a data source and adding labels and fields to the report to create a layout Step 1 Opening a Blank Report Canvas To open Report Editor select the Setup icon from the list of buttons on the left side of FaciliWorks main menu Request Progress Now click on the Custom Reports button and select the Create New Report button from the Custom Reports Window Deet Beat Delete Hepat Ino ie Ll Luise AE Card Audit Tri Al epee Edd akek Dike Blank Fan Contes Erin B Fura E pga Erd P Fam Far E rip Blank Fars Fies Evan Blank Fan Furcha Eni Blank Far Serving Fiscal Eriki Biet Far Jia Enap Biek Fre Supple Ernir E E 33 FaciliW orks Maintenance Management Software Report Editor User s Manual 34 Now select Blank Report from the Select Report Template window to open a blank report canvas Step 2 Opening a Data Source The report must be lin
35. hin the specified summary region group page or report 9 ddSFDSum Calculates the total based on the distinct values of another field within the specified summary region group page or report 10 ddSFDAvg Calculates the average based on the distinct values of another field within the specified summary region group page or report 11 ddSFDCount Calculates the distinct count based on the distinct values of another field within the specified summary region group page or report 12 ddSFDVar Calculates the variance based on the distinct values of another field within the specified summary region group page or report 13 ddSFDVarP Calculates the population distinct variance based on the distinct values of another field within the specified summary region group page or report 14 ddSFDStdDev Calculates the standard deviation based on the distinct values of another field within the specified summary region group page or report 15 ddSFDStdDevP Calculates the population standard deviation based on the distinct values of another field within the specified summary region group page or report SummaryGroup This property sets or returns the name of the group header section that will reset the summarized field value For example setting a sum of price at for an order group header will reset the sum to zero for each order group This property is valid when the SummaryType is set to 3 SubTotal Applies To DataField Data Type St
36. ields drop down list to the right This places the fields in your report gt Add feld to selected list gt gt Add all fields to selected list Remove feld s from selected list lt lt Remove all selected fields When you are satisfied with your selection click on the Next button Setting sort order Repeat this process to select the fields that will define the sort order for your report in the next window You can however choose not to apply any particular order on your records if you do so your report will display them as they appear in your original records Click on the Next button and view the SQL statement summary on the next window The SQL statement This text box contains the actual SQL statement the program will use to get the data source for your report Finish Belew ihe orerar EEr scars for Op rapod T Cen e wea He ati cai ie od bool Deir Sabet Path 101 Nasal Meu Equi 10 Fresa An futnd Parera zl DRDER EY iuthoized Persona Z DISSt You can modify the query by editing the text in this window if you know the right syntax for creating SQL statements however 1f you do not do this correctly an error message will appear We recommend that users do not edit the SQL statement displayed in this window When you are done click on the Finish button FaciliW orks Maintenance Management Software Report Editor User s Manual 7 Advanced Query When creating reports using multiple tables use this query
37. in is the nonprinting area outside the main body of your report by default margins in the report editor are set to 1440 twips 1 inch all around If you prefer a wider or narrower margin click on the up or down arrow next to the field Top Margin Bottom Margin Left Margin or Right Margin you wish to adjust Clicking on the up arrow will add 360 twips or 1 4 to the width of the margin clicking on the down arrow will subtract a similar amount from the width of the margin You may also enter a value manually if you want a 5 8 bottom margin for instance multiply 1440 twips inch by 625 Enter the resulting value 900 in the Bottom Margin field FaciliW orks Maintenance Management Software Report Editor User s Manual 14 The gutter 1s an additional area you can add to your inside margin width increasing the nonprinting area of your document If you expect to print reports that will be bound in a ring binder you might want to add a gutter of 14 to Y2 to allow for holes to be punched Click on the up or down arrows to increment this value by 360 twips 4 or enter a value manually as desired If you are printing on the front and the back of a page and your left and right margins are different or if you have added a gutter to your pages you will probably want to check the Mirror Margins checkbox Checking this box automatically sets your margins so that the inside margins of facing pages are the same and the outside margin
38. ing labels is a breeze with the report editor Imagine creating labels manually from a printed list for 100 gages Even with label designer software you would still have to change each label manually unless your software were linked to a database The report editor includes predefined label templates a custom label designer and even a label wizard ma Det betont BOE ton Lobel 19 inch Label oe LE ih L in diih Lite SA chlai 1 cdi Label e af Tipi La Lalo Feel Setup is just like report setup design your individual labels and the program does the printing for you To print labels you must have the FaciliWorks Maintenance Label Printer As with designing a report you open up a data source and drag fields and field labels to the label you are creating as needed You can add bar codes too the process 1s the same as the process of adding bar codes to any other report FaciliW orks Maintenance Management Software Report Editor User s Manual 26 Custom Label When you select this option you will first be prompted to set up your label printer a You must specify the label printer and the size of the label you will use correctly If your default printer is not a label printer and you choose to use it anyway a dialog box will appear asking if you wish to continue using that printer The program will attempt to set the canvas to the smallest possible area your chosen printer can handle An error message may come up
39. ion 0 ddCDDownAcross Print each section down each column followed by the next column to its right 1 ddCDAcrossDown Print sections right across the first row followed by the second row and so on ColumnLayout Applies To Group Header Footer ColumnSpacing Sets returns space between columns in multicolumn report Data Type Integer DataField e Field DataField defines the source of data for the control When the DataSource and DataField properties are set to a valid field name in the data source Report Editor binds the field s data from each record Then it loads the field value into the DataValue property and formats it into the Text property based on the OutputFormat property Then it fires a Format event for the section Data Type String e Section DataField applies to GroupHeader sections 1t defines the binding field for a group within the detail body This value 1s set to the name of any field in the Data Source or the name of a custom field added into the Fields collection When this property is set Report Editor will create a new group each time the value of the bound field changes in the detail data records Note Report Editor will not sort the data automatically The data source should be sorted to reflect the desired grouping of detail records Applies to Group Header Subreport DataField Checkbox Data Type String DocumentName Sets or returns the document name of the report The document name string
40. just click OK and the canvas will appear and you can just go on making your label For now you can ignore this message the report editor is simply telling you that it does not have a proper label size to use Create your label as you would a report As mentioned before your blank canvas does not have a report header because it is not needed for a label Label Wizard The Label Wizard takes you step by step through the process of building your labels You will have to choose your label printer from the list of all available printers the label size the table to use and the fields to include in your label FaciliW orks Maintenance Management Software Report Editor User s Manual 27 To open the wizard click the Create New Report button and select the Label Wizard icon from the template list Solor Hapet empan D e Y gage Clare Mapri Slncard Papert Carton Label Lu inch Latai OA K E E E inch Label TE inch Label IE inch Label 1 Inch Label gt E 110 not Lave BEER Click OK then follow the steps listed below 1 Select Label Printer Select from a list of all available printers You should have a least one label printer In the absence of one the program will try to approximate the smallest possible printable size for your printer After you have made your selection go on to the next step by clicking on the Next button kr e ell j j Select Label Printer oo Tagen pein bad Lera E 3213 EA METBERISE
41. ked to a data source for its data fields The data source can be one table or a combination of tables This tutorial deals only with one table for more information on opening data sources see Opening a Data Source on page 4 Click on the Set SQL Source button in the toolbar to open the Report SQL Entry Main window at Gd Ra A Z D Zi a PLE e Ze Sat be Bai SOL Sauce forthe Deeg FaciliW orks Maintenance Management Software Report Editor User s Manual 35 At this point we will be using a simple query to open our data source This means we will use only one table from the database as a data source Select Simple Query and click on Next button e Simple Quern Adwanced Query danilo r E i EE a Leg SOL Query EE Now select a table source from the drop down list You can also type in the table name 1f you know the exact name After you select a table name the list of available fields is immediately shown on the lower left field listing FaciliW orks Maintenance Management Software Report Editor User s Manual 36 Select the fields you need to use for your report by clicking on each field and highlighting them Scroll down for more of the fields After making your selection click on the gt button between the Available Fields and Selected Fields boxes to include the selected fields in your report source kK HERL Fakin Select report fields hich ado dreemt pour quer ica pan chipie fren
42. king Bi prip ali Be haak by Sees ties Maca Demet meee Micka pee Fe opa bar atacan Mort SH trae alo Lastra Eo Tae F Tyme EK Bairro rei AnS die Lie teen Ge pate Bara Lee Edad Gaal E A lan EE DEE KE LES DEE KE EC H Freres bet Satan Creating a Subreport Creating subreports is much like creating any other report click on Custom Reports under Setup then click on the Create New Report button to view the template list in Select Report Templates Select Blank Report and click on OK A new blank report designer canvas is now ready for your report Open a data source as described in Opening a Data Source on page 4 Seleuci Hepol empan FJ E e Y en SO Scan pri Gurion Lebel 14 inch Latai Cancel Kg E MUR inch Label TE inch Label IE inch Label 1 hl se FaciliW orks Maintenance Management Software Report Editor User s Manual 22 After setting the data source remove the page header it is not needed in a subreport because it should already be present in the main report To do this select the Page Header title bar right click and choose Delete Selection from the pop up menu that appears Only the Details section will remain this is where the fields for the contents of the report will go Now you need a group heading The data field you use for this heading should be the field that you use to link with the master report It is not necessary to reflect the content of the data field in the heading but yo
43. l tables for the details in the main SQL statement FaciliW orks Maintenance Management Software Report Editor User s Manual 20 Your Company Name Division Name Equipment Detall Report Sit Page ig i Eya pp IC Tra pere pubs Lado Jones Ford Emerit 12S Ford PO Com Ze Sistem AA E PT SILLA GTA Hi en REH Mira Log S nn Gin Com parimort Moda Ha F250 Pica Agro too A Was Eos D a God Mesa Ford Mota Coepagre Bees Wed Expand O Sop Looe EA Com loca Soo 2 Bote Orita sulle peroneal may ce hie hia Gum ho our OO era raba Trezvetehars la ba ued dor c rmparr purposes Ori Eu rl Co A parine rira Er be veteck np banal Fak PALA Teigi pi teg gen cubre free Ford up ar Y DO Lo AS Taki Sharda Pel For O Minter kisii Per Taak Type E La ra kege Pricey Orica Enri ade Des D Equip llei Dsge Mara Feng E Morita Ppap lsat Baig bismi Der 1010007 Ei Brean Para Pdo Sieg kmi gaip ez alo hia es 71 05003 mink s Artignad Tech cagon 15 Hors Tal Stradey Ret Por OO born Matt fen i Task Type Bery kapei Laced sir b ter Party cria Bis oA Mad hars Dato Mar Fer i alo Maint Donn Ge Maid Dron Longhorn Equiprani Deia Report n Tania A great deal of planning is needed when building reports and considering the addition of subreports Sometimes you can include the data in your master data source SQL Query and just create sub gro
44. nd sub heading label page header with default report title current date and page numbers area to put details of reports page footer with a default report control and a report footer area The size of the label will depend on the default size of the printer you choose to use with this template Labels don t include headers and footers which are standard in other report types There are 6 label templates to choose from 1 3 8 Y Y 1 and 112 labels These templates are designed for use with Brother label printers and come with pre defined lengths However you can modify the length depending on your need This wizard gives you a step by step guide from selecting printer label size data set to use and field to use for your label before it opens the report editor canvas The selected data field is already placed at a pre defined location in your label which you can move and modify later in the canvas The report editor screen 1s common to all the templates For our purposes we will base our discussion on a basic blank report and build as we move along Towards the end of the discussion we will touch on the Label Wizard as a review of what we ve learned Using the Blank Report Template Select Blank Report and click on the OK button PERO A A ae Pee ere ces Leek EFE oe aw eels LA Care Ire j Lon TT DH reg E sl St am oa AAA EEN Ada ah ee re aj e leen duech User Interface
45. nizing data for presentation Subreports are like any other report but are contained into another report To illustrate take the Work Order Compact with Full Proc Text report This report includes many subreports You create subreports separately before embedding them into the main report Built in subreports are not shown in the main report listing but included in the drop down list when you edit subreport links You can also create your own subreports and embed them in other reports later You can use subreports in as many reports as you want the beauty of this 1s that any change in a subreport are carried over to all reports using them Reports with Data Groupings For our purpose let us group 1ssue tracking reports by date First create a standard report using the table Issue tracking as the data source Our goal is to make a group using the issue dates that is we will have a report showing issuance details per date Make sure that the data is sorted by Issue_Date FaciliW orks Maintenance Management Software Report Editor User s Manual 42 Now we insert a section containing the group header footer To do this right click anywhere in the canvas a good place would be in the detail or header area and select Insert Group Footer Header from the pop up menu Group sections are numbered consecutively with a default name set to GroupHeaderN where N is an integer However you can change this name by modifying the name from the Property
46. ontainer for your subreport you must edit the link to the subreport you created earlier Click on the Edit Subreport Link button Flto open the Subreport Custom Properties window First you must define the Report Source or the name of the subreport that has been pre defined Let us select the Equip Listing Task SubReport Ce eer odas Doet FaciliWorks Maintenance Management Software Report Editor User s Manual 47 The fields in the Subreport Link Filter act like a wizard aiding in setting up your links After selecting the source you will be able to view the SQL statement that opens the data source of the report You must now create the link filter to connect the subreport to the main report To do so follow these steps o mmm ban E Select a field from the subreport to link to If more than one table in the data source contains this field you must specify the table name Select the operator to use in comparing the fields Indicate the value you wish to filter to You have 3 choices for this A specified fixed value Link to the current field value of the master report An external criterion is indicated by the contents of a field in the subreport Add the criteria to the list If you need more than one criterion repeat the first five steps using a statement connector the default is AND If you wish to use OR click on the OR button before creating another criterion When you are done click OK To dis
47. ore bee Report Editor uses the Microsoft Jet database engine a database management system that stores and retrieves data in user and system databases The Microsoft Jet database engine can be thought of as a data manager component with which other data access systems such as Microsoft Access and Visual Basic are built FaciliWorks Maintenance Management Software Report Editor User s Manual 10 The SELECT SOL statement is used to set up your data source A brief syntax explanation is shown below as a refresher It instructs the Microsoft Jet database engine to return information from the database as a set of records Syntax SELECT predicate table table Jfieldl AS aliasl table field2 FAS EE de eel FROM tableexpression IN externaldatabase WHERE sl GROUP BY eee 7 HAVING e ORDER BY WITH OWNERACCESS OPTION The SELECT statement has these parts Part Description Part Name Description predicate One of the following predicates ALL DISTINCT DISTINCTROW or TOP Use the predicate to restrict the number of records returned if none is specified the default is ALL Specifies that all fields from the specified table or tables are selected Table The name of the table containing the fields from which records are selected field1 field2 The names of the fields containing the data you want to retrieve lf you include more than one field they are
48. ou through the process For the third selection you must know the syntax used to create SQL commands Simple Query If you only have one data source that is only one table to use for your report use Simple Query First identify the table you wish to use as your data source To do this click on the drop down button on the right hand side of the Tables field and select from the list of available tables in your database you may also type the table name directly into the field if you already know it Sig AL Hecate Select report fields hc ado do pou cern in pour quays Winks can beep fren Bee rey oi Us Taikaa bad ea ido Fura ito Ern Hinchas E o Ems Lu Pr si kena Pete Tess CAS TAG ibh CAS Heer EA selecting a table and choosing fields When a table has been selected the list of available fields for the table will appear on the Available Fields list box You can now select the fields you want to appear in your report by clicking on their names in the list You can select more than one field at a time if you select a field by mistake you can unselect it by clicking on the field name again Select report fields eee pakt dp eg geg ine gg Yoi pyi oboe fnar Eres gert ol Ue dea bah NTE erer See me 5 FaciliW orks Maintenance Management Software Report Editor User s Manual 6 Now click on the selection buttons between the listing fields to move the fields you have highlighted to the Selected F
49. ppear FaciliWorks Maintenance Management Software Report Editor User s Manual 41 It is recommended to add a page number to your report To do this just click on the page number button and select the location and type of numbering as shown below Ela Edd yea bett Fang ask Hala OSADO ra A an le de ei Hi 3 O TEE a De AT EI vie seo Catia Presi Pimes T mi mib F E E Page Sumber ma Feri ZN e H Haedieteet 5 Fa _ C Page Hoh Lee 1 Prior Co Top el Paga Hansa JE So Boisa Page Fooie E Salle efau pr 1 Lo rE E x Labsi 2 Jr Dame 2 4 or Las Pic Higes 2 dTa 1 rol 1 BachiCobos H Kl Now you have your basic report laid out you can preview it using the preview tab and do further adjustments as desired Please refer to the previous sections of this chapter for details on the different objects of the report Creating an Advanced Report Advanced Reports may contain data groupings and subreports Data grouping is one way of organizing a report containing records with common field data The group header would contain the common field data and the details section between group headings would contain information on that common group data field For example a report on task schedule would have the Equipment ID as the common group data field and all task schedules for that particular Equipment ID would be within the details section under it Using a subreport 1s also another way of orga
50. r tion ustaina ility tra assessment Ga u lity C pent orders asses amant Service fe lt ntir 4 RE eques dule asset managg sen Cyber Metrics FaciliWorks 7 User Guide FaciliWorks Enterprise Asset Management Desktop version CyberMetrics CyberMetrics Corporation 1523 West Whispering Wind Drive Suite 100 Phoenix Arizona 85085 USA Toll free 1 800 776 3090 USA Phone 480 295 3465 Fax 480 922 7400 www cybermetrics com Entire Contents Copyright 1988 2011 CyberMetrics Corporation All Rights Reserved Worldwide U S GOVERNMENT RESTRICTED RIGHTS This software and documentation are provided with RESTRICTED RIGHTS Use duplication or disclosure by the Government is subject to restrictions as set forth in subdivision b 3 11 of The Rights in Technical Data and Computer software clause at 252 227 7013 Contractor manufacturer is CyberMetrics Corporation QUESTIONS Should you have any questions concerning this agreement or if you wish to contact CyberMetrics Corporation for any reason please write or call CyberMetrics Corporation 1523 West Whispering Wind Drive Suite 100 Phoenix Arizona 85085 Toll free 1 800 776 3090 USA Phone 480 295 3465 Fax 480 922 7400 TECHNICAL SUPPORT If you need technical support please call or write our product support and development office CyberMetrics Corporation 1523 West Whispering Wind Drive Suite 100 Phoenix Arizona 85085 Toll free 1 8
51. rand Total Specifies a report level summary evaluates the summary function for all records in the report 2 ddSMPageT otal Specifies a page level summary evaluates the summary function for all records on each page 3 ddSMSubTotal Specifies a group level summary evaluates the summary function for all records in each group level 4 ddSMPageCount Specifies a Page Count field Text Sets or returns the text string to be printed Applies To DataField Data Type String Tag Sets or returns a user defined value associated with the canvas object You can use this property to store information about the page that you might want to retrieve later from the Pages collection Applies To DataField Checkbox Data Type Variant NOTE Label tags are better left unchanged They are set to BUDDY CONTROL FIELD field name This is the link designed into the program to make sure Labels are properly associated with data fields This is very important because Labels and not fields are used in creating the report filter Field labels can be changed but not field names In designer at least Field names are changed by editing data table TOCEnabled Enables or disables the table of contents tree Applies To ActiveReport Data Type Boolean TOC Visible Determines whether the viewer s toolbar is displayed in the viewer window Applies To ActiveReport Data Type Boolean Toolbar Visible Determines whether the toolbar is displayed in
52. retrieved in the order listed alias1 alias2 The names used as column headers instead of the original column names in the table tableexpression The name of the table or tables containing the data you want to retrieve externaldatabase The name of the database containing the tables in tableexpression if they are not in the current database Remarks To perform this operation the Microsoft Jet database engine searches the specified table or tables extracts the chosen columns selects rows that meet the criterion and sorts or groups the resulting rows into the order specified The minimum syntax for a SELECT statement is SELECT fields FROM table You can use an asterisk to select all fields in a table The following example selects all of the fields in the Suppliers table SELECT FROM Suppliers If a field name is included in more than one table in the FROM clause precede 1t with the table name and the dot operator In the following example the Department field is in both the Employees table and the Supervisors table The SQL statement selects departments from the Employees table and supervisor names from the Supervisors table SELECT Employees Department Supervisors SupvName FROM Employees INNER JOIN Supervisors WHERE Employees Department Supervisors Department FaciliW orks Maintenance Management Software Report Editor User s Manual 11 Creating Your Layout Now that you have provided a source for your report you can
53. ring FaciliWorks Maintenance Management Software Report Editor User s Manual 53 SummaryRunning This determines whether the summarized will be accumulated or reset for each level detail group or page Setting this property ddSRGroup or ddSRAI will make Report Editor print a running summary of the field at the group or report level Applies To DataField Data Type SummaryRunningType Settings Value Mnemonic Description 0 ddSRNone Do not calculate a running summary 1 ddSRGroup Calculates a running summary each value is the sum of the current value and all preceding values within the same group level 2 ddSRAll Calculates a running summary for all values Summary Type SummaryType determines the type of summarization on the field if any Report Editor can summarize the field as a 1 Sub total group level reset for each group 2 Grand total report level do not reset until all records are processed 3 Page total page level reset for each page 4 Ora page count which is the total number of pages printed Note If the summarized field is placed ahead of it summary level for example placing a page total in the page header or a report grand total in the report header the containing section and the following sections will not be printed until the summary value is resolved calculated Applies To DataField Data Type SummaryType Settings Value Mnemonic Description 0 ddSMNone No summarization 1 ddSMG
54. s has been advised of the possibility of such damages Because some states do not allow the exclusion or limitation of liability for consequential or incidental damages the above limitation may not apply to you Copyright CyberMetrics Corporation All Rights Reserved Table of Contents Chapter 1 Customizing Reports ssccssssccesseccnseeceneeccnssccessecenseecssecnsescesseoeaseseassenens 1 AECI Lea 1 Create Edit REDO ee idol e id 1 Si O Secaenesedes eee ee Ee 1 HEIEREN 4 Advanced Ke EE 7 Direct SOL QUE leads io 9 Creating Your Layout 11 Grouping OUND Ad nn a a a a io ae a 11 Kleer LEE 13 Completing Your Report Layout EE 16 e e eee ere eee 19 SEALING a SUDO OM sea ci da 21 Adang EE e ebe ebben 22 ACI A See 24 Creating Labels In Report Edtor 25 Custom AS aca ao saa hae os Die ws gates os arte E op iia cian 26 Lapel Wiza EE 26 Rach ee EN IMPOrtEXDO EE 31 EXPONINO e ge 32 IDO MING Repo Dalai di ini ii 32 Gnablek2 LUTO ca E 33 Creating a Simpe A ed 33 Step 1 Opening a Blank Report Canvas ooccccoccconccnccnnnnonncnnnnnnnnnncnnnnnnnnnnrnnrnnnnnnnrnrrnnnnnrnnnrrnnnnnnnnnrrnnnnennnnnnns 33 step 2 Opening a Data SOuUIrCCs 5 xcssises sais sedhed ys daca debe lcibnins deen ca Desde ye dnendebe ciedad nati eed 34 Step 3 Creating Your Layout 37 Creating ANACO REDON EE 41 Reports witit Pata Groupies EE 41 Embedding SUDLEDOMS 2 inscdicinsinsceiis loci arios ln tiara leticia 44 Appendix Object Control Properties
55. s as well just as if they were reflected in a mirror When you check this box the margin display changes from a single right hand page to two facing pages with mirrored margins Fi a SS l Printer Settings By default the program follows the default settings of the printer These settings can be found in the Properties setting of the printer in the Windows printer setup For your convenience we have added a facility within the report editor to modify these settings to suit your report To access Printer Settings select the Printer Settings icon in Report Settings The window shown below will appear Pelkes El tacih d j Hehi d mm C Pr aai e f al a e Dair Priraai Dafa upk Fris EET Pacer Field Name Description Paper Size This drop down list shows the paper sizes your default printer can handle It is best to view your selection and set this option before you create a report to ensure that your report falls inside the boundaries of your printed page Most printers have default margins or nonprintable edges Consult your printer manual to determine these settings Width and Width and height are specified in twips Divide this value by 1440 to convert to Height inches divide by 567 to convert to centimeters Orientation If you select Printer Default check this setting in your Printer Control Panel The other settings are Portrait and Landscape In portrait orientation the page is oriented
56. t summary function The summary function will process DataField values based on the distinct value of this field Note This property is used only when the SummaryFunc value is one of Distinct Summary Functions Applies To DataField Data Type String SummaryFunc Sets the type of the summary function used to process the DataField values You can use this function to create sub totals grand totals and other summary values Data Type SummaryFunctions Settings Value Mnemonic Description 0 ddSFSum Calculates the total of all values within the specified summary region group page report 1 ddSFAvg Calculates the average of all values within the specified summary region group page or report 2 ddSFCount Calculates the count of all values within the specified summary region group page or report 3 ddSFMin Calculates the minimum of all values within the specified summary region group page or report 4 ddSFMax Calculates the maximum of all values within the specified summary region group page or report 5 ddSFVar Calculates the variance of all values within the specified summary region group page or report 6 ddSFVarP Calculates the population variance of all values within the specified summary region group page or report 7 ddSFStdDev Calculates the standard deviation of all values within the specified summary region group page or report 8 ddSFStdDevP Calculates the population standard deviation of all values wit
57. tations on duration of an implied warranty so the above limitation may not apply to you CUSTOMER REMEDIES CyberMetrics entire liability and your exclusive remedy shall be at CyberMetrics option either a return of the price paid or b repair or replacement of the SOFTWARE or hardware that does not meet CyberMetrics Limited Warranty and which is returned to CyberMetrics with a copy of your invoice or receipt This Limited Warranty is void if failure of the SOFTWARE or hardware has resulted from accident abuse or misapplication Any replacement SOFTWARE will be warranted for the remainder of the original warranty period or 30 days whichever is longer NO OTHER WARRANTIES CyberMetrics DISCLAIMS ALL OTHER WARRANTIES EITHER EXPRESSED OR IMPLIED INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO THE SOFTWARE THE ACCOMPANYING WRITTEN MATERIALS and ANY ACCOMPANYING HARDWARE THIS LIMITED WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS YOU MAY HAVE OTHERS WHICH VARY FROM STATE TO STATE NO LIABILITY FROM CONSEQUENTIAL DAMAGES In no event shall CyberMetrics its distributors its representatives or its suppliers be liable for any damages whatsoever including without limitation damages for the loss of business profits business interruption loss of business information or other pecuniary loss arising out of the use or inability to use this CyberMetrics product even if CyberMetric
58. te New Report to create a report completely from scratch For you to better understand the report editor canvas we ll start with a blank report and discuss each of the elements of the canvas Creating a New Report FaciliWorks s report editor comes with templates to help you build reports If you have a label printer using the most common label formats will fast track your label design You may also use the Label Wizard to develop new label designs quickly The report editor screen is common to all the templates For our purposes we will base our discussion on a basic blank report and build as we move along FaciliW orks Maintenance Management Software Report Editor User s Manual 2 When you click the Create New Report button the window below will appear Template Name Blank Report Standard Report Custom Label Pre Defined Labels Label Wizard Hee bass t Report Template D UW e Det Mapa Smard Mapri Gurion Lebel Lu inch Latai Cancel Kg E E E TUR inch Label TE inch Label 1 inch Label 7 hl se ES E fi LC rah Laie Laine anal Description Use this template to create a new report from scratch Here you have to setup everything from data source to page formatting and records grouping This template is set for standard 8 5 wide paper letter or legal You must select paper length from Printer Settings This report includes a report header with placement for an optional company logo heading a
59. te pl e es rl noe AA Fii 030 dree rel ales beii Dn re Haba Kkigg habre Tables 043 air E that you have two different tables for the field list Authorized_Persons and CAS Archives Fields that you will use to link your tables need not be included in the Selected Fields list We do suggest that you link fields coming from the table where all the records are to be included in the report For example you have a table of equipment records which does not include details of each piece of equipment and another table listing the details for all the equipment For a certain period of time not all equipment records are to be included in the filtered table If you want a report that will include all the filtered equipment with its corresponding descriptions you will need both tables linked on for instance the equipment ID In this case not all descriptions will be used FaciliW orks Maintenance Management Software Report Editor User s Manual Establishing Table Links After selecting your report fields from different tables you should now establish the link or links between the tables so as to keep information on a specific record together Define these links by specifying the tables and the fields that will be linked and the type of link to use You link two tables at a time through their common field Define Table Linke it is not necessary that the fields have the same name it is necessary that they be of the same type e g ege re
60. ter a new file name Ze pa ee et vee bey Comirect de E i g pi da AA Other Button Descriptions Field Name Description Date and Time Use this button to insert a current date and time stamp field into your report Fields The date and time automatically updates to the current date and time during printing of report After clicking the button the option window below will appear pp H Omn ad oe da E SE i ie pe an The default locations for the date and time fields are shown on the figure below this table You can however change this location by dragging the date time fields to a different position 17 FaciliW orks Maintenance Management Software Report Editor User s Manual 18 Field Name Description Page Number Use this button to insert a page number into your report After clicking the button the option window below will appear Y Page Harim Foard F Page H T Page Hai Canal Paien Tapa Fae Haea C buen of Paga Fre Select Page N to show only a page number and Page N of M to show the current page number N and the total number of pages Mi This window also lets you choose whether to place your page number in the header or the footer and whether to align it to the left or right margin Label Button Use this button to insert a label into your report Left click on this button and add and area in your report where you are to put the label
61. the preview window Applies To ActiveReport Data Type Boolean UserData Applies To ActiveReport FaciliWorks Maintenance Management Software Report Editor User s Manual 54 Top Sets or returns the space between the top edge of the physical page and the top edge of the control object Applies To ActiveReport Data Type Single Default Value 1440 twips 1 inch Value Applies To Checkbox VerticalAlignment Sets or returns the vertical position of the text relative to the containing area Applies To DataField Data Type Integer Settings Valu Mnemonic Description e 0 ddTXTop Aligns the text to the top of the object area 1 ddTXMiddle Centers the text vertically within the object area 2 ddTXBottom Align the text to the bottom of the object area Visible Determines if the control object is visible or printable Applies To Page Header Footer Group Header Footer Detail Subreport DataField Checkbox Data Type Boolean Watermark Select an image to be used as watermark or background image for you canvas This can be view in preview mode Applies To ActiveReport Data Type Image Watermark Alignment Sets returns the watermark alignment on the printed page Applies To ActiveReport Data Type watermarkalignment Settings Value Mnemonic Description 0 ddPATopLeft Aligns to top left of margins 1 ddPATopRight Aligns to top right of margins 2 ddPACenter Aligns to the center of the pag
62. the row height by dragging the button to the left of the row header below the Details section up or down FaciliW orks Maintenance Management Software Report Editor User s Manual 13 You can also directly change the row height by entering a value in the Height property in the Properties Details frame The unit used in the program is the twip There are 20 twips per printer s point or 1440 per inch TWIP By default all movement sizing and graphical drawing statements use units called twips A twip is 1 20 of a printer s point 1 440 twips equal one inch and 567 twips equal one centimeter These measurements designate the size an object will be when printed Actual physical distances on the screen vary according to your monitor s size and resolution A third way of resizing the row height is by putting the cursor on the bottom of the row you wish to resize The cursor will change to look like this LEO Report Settings Report Settings lets you set margins printer settings grid settings and styles used in building our reports From the main icon bar select the Report Setup button to open the Report Settings window ta Sra Mesias Mora Hear Es Converting from Inches or a ti rc O IAN Centimeters to Twips DUB RAR a AS Of ee E ES AAA Lo Se INCHES Margin 1440 x n D E mA MN RN B CENTIMETERS Margin 567 x n Where nis your desired margin in inches or centimeters Page Setup The marg
63. to the network that use the SOFTWARE 2 COPYRIGHT The SOFTWARE is owned by CyberMetrics or its suppliers and is protected by United States copyright laws and international treaty provisions Therefore you must treat the SOFTWARE like any other copyrighted material e g a book or musical recording except that you may a make copies of the SOFTWARE solely for backup or archival purposes and b transfer the software to hard disks provided that only one copy of the SOFTWARE is used at any time You MAY NOT COPY the written materials accompanying the SOFTWARE 3 OTHER RESTRICTIONS You may not rent or lease the SOFTWARE but you may transfer the SOFTWARE and accompanying written materials on a permanent basis provided you retain no copies and the recipient agrees to the terms of this Agreement LIMITED WARRANTY CyberMetrics warrants that a you may return the SOFTWARE and all accompanying written materials for any reason for a full refund for a period of 30 days from the date of receipt and b the SOFTWARE will perform substantially in accordance with the accompanying written materials for a period of 90 days from the date of receipt and c any hardware accompanying the SOFTWARE will be free from defects in materials and workmanship under normal use and service for a period of one year from the date of receipt Any implied warranties on the software and hardware are limited to 90 days and one 1 year respectively Some states do not allow limi
64. u can also use the Insert menu from the main menu bar and select Insert Report Header Footer Lal Rupert TE TE How part Er PR Ser dom Fost Tooke ek DG DE remos GE gi besser ca Design eno E i it Pa Hrach Por a A new section on the canvas will appear a group header and a corresponding group footer appropriately labeled The name and other properties of the group can be changed in the properties frame on the left after selecting the data field you will group on If you know the name of the field you can type it directly in the field or choose from the drop down list of available fields It is also advisable to change the group header and corresponding group footer name to the name of the field you group on This change will be reflected in the header and footer names on the canvas You can add as many groups as you wish Sr es ik Pana dian DS IRA MBA OF eas ESA Ech PO Pag Preview Ar y E U 1 alete PageHeader decton SE To add a field to your group just drag and drop the field from the Fields frame Just make sure that you include the field defining the group The information on the fields that you put here will be only of the first record for the particular group Creating the Details As mentioned above you can drag and drop as many fields as you can fit in the Details section of your report You can keep them in a single row or make multiple rows for each record You can modify
65. u must make sure to set the DataField in the Property ToolBox into the link field BE Ae ASS AA Dengn Pravin g wF E EEEa Efe D Pasi port ME e 2 G ing eer a pm Crap dar js Pape A Egip 4D ssleored rupheeier 520601 You can add more groups to this report but make sure that the topmost group contains the link field When you are done save the subreport with an appropriate name We suggest that you indicate within the name that this 1s a subreport since 1t will not have 1ts own page header Adding a Subreport To add a subreport click on the SubReport button on the button bar then drag the cursor across the canvas while holding down the left mouse button to form a rectangle that will be occupied by your subreport Now that you have created a container for your subreport you must edit the link to the subreport you created earlier Click on the Edit Subreport Link button Ito open the Subreport Custom Properties window FaciliWorks Maintenance Management Software Report Editor User s Manual 23 First you must define the Report Source or the name of the subreport that has been pre defined ba fet Reet Ciber Proprrbes Frenne Doug Equip Liting Tel Suber nat si Esi Aegon Data Bote Stick Tank Ka Eom na Tak Toe Technics Egiku wei ACE i ap mi Ud Tests URERA Ev Emp Taa Dark H Paie RH Se Hegun Link Filter SES 7 sl e Cab pant Fred Fand Caters El Add After sele
66. ups for this data However when your report format requires large amounts of detail as in our example on the left subreports can be designed separately and then linked to your main report Link fields are very critical They must be of the same type they may not have the same name but should have the same content However here we have made sure that fields of the same name have the same type of data Also primary key fields common fields with unique values used to link tables must have the same kind of content FaciliW orks Maintenance Management Software Report Editor User s Manual 21 Subreports are designed in a separate design canvas and then linked into the main report document You must make sure that it contains a least one field that is common with the table you are linking it to contents and type The beauty of subreports 1s that they can be used over and over again in different reports so what you design once can be used many times You can select multiple elements and change common properties such as font all at once Todo this either drag l the cursor while LAR equipment Detal Report Aas SEH A holding the left o HERE FER EEEE 7 mouse button on the canvas Page Fail of rH Eriki Eat Jne t eebe East to highlight your Paute Demeter act tan C niraciCasi Crd EES i selection or kapeas Pisiy GE Far rob Dal simply hold the cael Bain control button mall aus Ha while clic

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