When creating a new report template, some grids/entry screens will have both New summary report template and New detailed report template for selection, whereas others have only New summary report template.
example from the Preventive Maintenance grid
example from the Units grid
A new summary report template has the following:
| • | Able to create a new summary report using the Report Wizard from the Properties tab |
| • | Only one dataset displays in the Fields tab that when expanded shows the exact same fields as the columns that show for that grid |
Whereas a new detailed report template has the following:
| • | In the Fields tab, appears to have more than one dataset (WorkorderHEader, WorkorderItem, WorkorderItemLabor, etc) |
| • | Although it appears to have more than one dataset, when you actually create the report template, only use datafields from the main "root" dataset and its sub-sets - for example, from above, only use datafields from WorkorderHeader, and its sub-set WorkorderHeader.WorkorderItem, and its sub-sets WorkorderHeader.WorkorderItem.WorkorderItemLabor, WorkorderHeader.WorkorderItem.WorkorderItemPart, etc |