How can I make my report receive filters from ExpressMaintenance?

Answer: When a report is run in ExpressMaintenance, it first clears all filters in the report unless they are marked as mandatory.  Next, the program checks the filters selected in the report filters panel (example: Type or Category).  For each filter that contains a value other than “<All>”, the program attempts to pass the filter to the report.  If filtering is successful, ExpressMaintenance also populates the “Params” text field in the report if it exist.

The program can only pass filters to fields that exist in the tables being used in the Data tab of the report.  The field does not have to be in the query result set but it does have to be part of the table.  In order for the filter to be applied, the corresponding field name must exist in the table(s) that are in the query but does not have to be used in the Layout.

You should make sure your toolbars are on in the Report Builder.  You can do this under View / Toolbars.  We recommend turning everything but Data Tree and Data Tree.  You can also arrange the tool bars by dragging them around in the window.

To view the available field in a query, follow these steps:

  1. Run the Unit List By Location report to preview on the screen.
  2. Click on the Data tab of the report builder.
  3. The Units table will appear as a box in the upper left portion of the screen.
  4. The Units window includes several buttons that make up the Query Designer.
  5. Click on the Fields button to open the Query Designer to the Fields tab.
  6. The upper section reflects the available fields and lower section reflects selected fields.
  7. Add the “Unit” (for example) field to the report query by locating the “Unit” field in the upper section and double click on it. This adds the Unit field to the bottom portion of the screen.
  8. Edit the query filter criteria using the operator and value desired.
  9. Check AutoSearch to make the query dynamic meaning it can be changed each time the report is executed.  Check mandatory to require the filter each time and prevent it from being cleared when the report is executed.
  10. You can add multiple search options.  You can also right click in the search criteria area to insert other elements to the search such as “Or”, “Not” and other SQL expressions.
  11. Click the Ok button to save the changes in the Query Designer.
  12. You can view the raw query results by clicking on the Preview button in the Units window.
  13. To learn more about the Query Designer, review the help under Report Builder.

The Maintenance / Reports Screen passes filters to the following field names:

Screen Prompt Table Field Name
Completed Date WoMaster CompletedDate
Scheduled Date WoMaster ScheduledDate
Performed Date Servhist Performed
Downtime Date Downtime DateDown
Unit Name Units Name
Unit Name WoMaster UnitName
Unit Number Units Unit
Site Units / WoMaster Site
Locations Units Location
Unit Type Units Type
Unit Category Units CategoryID
Part Description Parts / WoDetail Description
Company WoMaster Company
Vendor Parts Vendor
Employee WoMaster Employee
Range WoMaster Numbered
Shift Units Shift
Work Group Units WorkGroup

 

You can apply your own filters after the report is executed and being viewed.   Simply go to the Data tab and click on the Search button.  Double click on the desired field and edit the search criteria with the desired operator and value.  You can make a filter permanent by selecting the mandatory option.

You can download original report definitions for all reports – click here for list.