Filter a grid and print a report for the records that show

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Filter a grid and print a report for the records that show

In this example, we want to print a report showing workorders that have not yet been invoiced for the previous month.

 

 

Do also review the following Online Help sections:

Moving and sorting columns in a grid

Pinning a column

Setting what columns display in a grid

Filtering a grid

 

 

1.In the Service navigation pane select to view the Service Workorders grid

2.Filter this grid to display only the records that do not have text in the Invoice field (signifying to us in this tutorial that the workorder has been invoiced).

a. Select the filter icon FilterUnSet1 on the column Invoice Number to drop down the filter settings and select Blanks - only records that do not have any invoice number in them.

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3.Now filter the Service Completed column to display only records that have been check-marked that service is complete.

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4.The grid will now display all workorders that have been checkmarked Service Completed and do not have any text in the Invoice Number field.

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5.You might notice depending on if using the sample data, that the workorder status of one of the workorders actually is Waiting on Customer Approval instead of Waiting to be Invoiced. This tutorial is than showing you by filtering on multiple columns, you can find all workorders that meet what you are looking for, in case you forgot to change a selection.

a. Open the workorder that has the workorder status Waiting on Customer Approval and change the status to Waiting to be invoiced, save and exit back to the grid when done.

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6.Now you can see all workorders that need to be invoiced.

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7.You could save this filter for easy selection next time, or continue to edit or revert back to No Filter – up to you.

8. Now you can print Detailed Service Workorder with Grand Total reports for all shown workorders that need to be invoiced.

a. Select the Print menu option and the report Sample AyaNovaLite Detailed Service Workorder with Grand Total

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9.The Print Preview will display so that you can look it over before printing.

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10. As per the previous tutorial that provided a brief overview of a workorder, you might now invoice these workorders using QBI through to QuickBooks; or PTI through to Peachtree; or manually invoice out in another accounting program and enter in the invoice number in the workorder; or utilize the Workorder Status field to identify report sent to client for payment and awaiting payment; etc.

See also:

Using the Filter Drop List

Filtering a grid