Amy at 18:40, 11 October 2012

2012-10-11T18:40:08Z

Amy: Created page with "To add custom fields to a standard order item report, you will need to have the report query edited by high5 support and then you can follow the steps below.
[[File:ExampleO..."

2012-10-11T18:32:41Z

Created page with "To add custom fields to a standard order item report, you will need to have the report query edited by high5 support and then you can follow the steps below. <br>[[File:ExampleO..."

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To add custom fields to a standard order item report, you will need to have the report query edited by high5 support and then you can follow the steps below.

<br>[[File:ExampleOfCustomFieldsOnOrderTicket.png]]

<br>This example will show how to add custom fields to a copy of the Standard Order Ticket - Order Item report.

<h3>Step 1: First you will need to duplicate your report</h3>
1. Go to '''Reports''' module > '''Customize''' '''reports'''
<br>2. Search the '''standard reports for the Standard Order Ticket - Order Item''' report ( or another standard order item report that you want to use as a template)
<br>3. Click '''Duplicate Report'''.
<br>4. Enter a new short name for the report.
<br>5. Click '''Save'''
<br>6. Click '''Open Report Designer'''
<br>7. Click '''File''' > '''Save As'''
<br>8. In the '''File Name''' field, enter a name for the report such as Serviceorder.rtm and click '''Save'''.
<br>9. Close the Report Designer
<br>Click the box to the right of the '''filename''' field and select the file you saved in step 8 above.
<br>[[File:ChooseTheNewFilename.png]]

<h3>Step 2: Edit the query</h3>
<br>1. Click the '''Advanced''' tab on the report
<br>2. In the SQL Statement box on the left, right click and choose select all (or just highlight all) and delete
<br>[[File:SelectAllOnAdvancedTab.png]]
<br>3. Open the text file with the query that was sent you by support and copy the contents
<br>4. Past the contents into the '''SQL Statement box'''
<br>5. Click '''Save''' at the top of the report.

<h3>Step 3: Put the custom fields on the report using the Report Designer</h3>
1. Click '''Open Report Designer'''
<br>2. Pull the header section down so you have room to put the new fields (image below)
<br>[[File:ExpandHEaderSEctionToMakeRoom.png]]
<br>3. Locate the '''Data Tree''' in the upper right corner of report designer and select '''report query'''. Below that you will see a lot of field names. Toward the bottom of the list you will see your custom fields. In this example it is Year, Make, Model, etc. (image below)
<br>[[File:DragCustomFieldToHeaderSection.png]]
<br>5. After you moved and placed all the fields, you can always use the tools at the top of report designer to change the font size or font type.
<br>6. Click '''File''' > '''Save'''. You may be prompted to select the same filename again to save over it.

<h3>Step 4: Go to a service order and view the report</h3>
1. Go to your service order that has the custom fields filled out
<br>2. Click '''Print / Email''' and select your report to see the equipment custom fields showing

@@ Line 39: / Line 39: @@
 <h3>Step 4: Go to a service order and view the report</h3>
 . Go to your service order that has the custom fields filled out
-<br>2. Click '''Print / Email''' and select your report to see the equipment custom fields showing
+<br>2. Click '''Print / Email''' and select your report to see the custom fields showing

Add Custom Fields to Report - Revision history

Amy at 18:40, 11 October 2012

Amy: Created page with "To add custom fields to a standard order item report, you will need to have the report query edited by high5 support and then you can follow the steps below. [[File:ExampleO..."

Amy: Created page with "To add custom fields to a standard order item report, you will need to have the report query edited by high5 support and then you can follow the steps below.
[[File:ExampleO..."