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.
Summary reports refer to reports that work with simple "flat" data sources where there is a table of data with single rows. A detailed report refers to a report that reports off a more complex data source where each row has one or more child rows. The majority of the reports in AyaNova are summary reports with detailed reports generally required for more complex inventory and work order reporting.
example from the Preventive Maintenance grid
example from the Units grid
A summary report template is different from a detailed report template
Summary report template in the report designer:
| • | 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 |
Detailed report template in the report designer:
| • | In the Fields tab, appears to have more than one dataset (WorkorderHeader, WorkorderItem, WorkorderItemLabor, etc) even though you ONLY work with the main dataset (in the screenshot below that would be the WorkorderHeader) |
| • | 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 |
