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Summary report for Work Orders

Last post 03-17-2016 9:50 AM by fran. 1 replies.
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  • 03-15-2016 3:26 PM

    Summary report for Work Orders

    Hi. I would like to create a report that would provide us with detailed list of each date (from a chosen date range) and would print out summary of how many WO were opened, completed, accepted etc. at that date. Of course I am quite uncertain it can be done in Report Designer as I am not sure how to loop through a date range selected on a screen.  I will keep on thinking but any help would be greatly appreciated. Thanks,

    MM

  • 03-17-2016 9:50 AM In reply to

    • fran
    • Top 25 Contributor
    • Joined on 02-08-2009
    • Mountain View
    • Posts 453

    Re: Summary report for Work Orders

    Hi ITfrom Valor,

    One of the tricks used to generate report filters is to add two variable fields to the COMPANY table, Like RptDate1, RptDate2.    The Company table has only 1 record and it is available for every report. 

    Then on your screen - set up fields to choose your dates.  Through actions, populate these values to your company table fields. 

    In report designer, then use these fields to filter your report. 

    Fran Reed
    FreedUp Solutions
    Intuit Solution Provider
    Advanced Certified Quickbooks ProAdvisor
    Advanced Method Solution Provider
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