💡 Reading Report
Here is an example of a report that provides the following information:We will group the report by:
- Work Order
- Work Order Booking
- Reading Name
- Point Type
- Action
- Resource
We will filter the report to include only completed work order bookings.
- Work Order
- Point Type
1. Select Reading Table
2. Selecting Columns
Simply click the columns button and select the columns you want.
3. Columns
For our example, we will select the following: Reading Table:- Work Order
- Work Order Booking
- Reading Name
- Point Type
- Action
- Resource
4. Click on OK
5. Grouping & Aggregate
Now, let’s group it by clicking on Grouping & Aggregate Button.
6. Grouping
Group By:- Work Order
- Point Type
7. Click on OK
8. Quick Review
It seems we have all the data we need in our example.
9. Filtering
10. Creating Our Filter
Let’s set up our filter for booking status. We will apply the filter to show only records where the booking status is equal to “Completed.”
💡 Linked Entity “Tables”
Since we have selected the Resource column from the Work Order Booking table (which is related to the Reading table), the Work Order Booking is already linked. If we didn’t select the Resource column but want to filter by booking status, we can click on the link button, select the Work Order Booking table, and set our criteria.
11. The Resault
Now we have the report grouped and organized with the data we want, and it is ready to export or print.
12. Don’t forget to save your Report.
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