<aside> 💡 The Work Order Items Predefined Data Source includes fields from Articles, Customers, Inventory, Line Items and Work Orders.

</aside>

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Work Orders Items 📖

Navigating the Wizard

1. On the Report Designer Page, click the Menu icon (three horizontal lines) in the top left corner of the page, then click the Design in Report Wizard option

   

2. Select your Report Type

3. Select Yes, let me choose an existing data source from the list and click Next at the bottom, righthand corner of the Wizard

   

4. Select the WorkOrderItems Data Source

   

5. Select the fields that will display on the report

   

6. Select fields to group by, this is optional

   

7. If there are integer type fields selected in step 2 then functions can be performed on the report

   • Select the field like weight
   • Select the function like Average, Count or Sum
   • Set Ignore Null Values can be set to true if desired

   

Adding Parameters

1. In it’s current state this report will display all Work Orders the user has access to grouped by Work Order Number; click the Preview button in the top righthand corner to run it

   

2. The report will render

   

3. To reduce the results a Parameter and Filter can be added

4. Click the Field List button

   

5. Click the Plus button on the Parameters row

   

6. Configure the Parameter

   • Set the Name and Description so it is easy to identify later
   • Set the Value Source as a Dynamic list
   • Set the Data Source as SQLDataSource
   • Set the Data Member WorkOrderItems
   • Set the Value Member as Work Order Number
   • Set the Display Member as the same as the Value Member, Work Order Number

   <aside> 💡 Optionally, set the Sort Member as the same as the Display Member, Work Order Number

   </aside>

   <aside> 💡 Optionally, set the Sort Order as either Ascending or Descending

   • Setting the Sort Order to Descending will show newer work orders first </aside>