Subreports

Here you will find the standard subreports included in the Maintenance Planning. The standard subreports can be recognised by the lock symbol next to the report name. Standard subreports cannot be deleted.

Here you have the option to minimise the list of standard subreports displayed when compiling a Report. You can do this by unticking the checkbox in the “Visible” column.

You can create your own subreport based on a standard subreport. This allows you to adjust the order of fields, add fields and group them in a different way, among other things.

You do this by:

Copying the report

In the example below, the “Financial planning” report has been copied. You can see that this report has no lock symbol, which means that it can be modified.

Modifying the report.

Selecting the copied report displays the following tab overview.

The bold text above the 6 tabs indicates which report the changes apply to.

General tab:

Name: Here you can change the name of the report, for example “Financial planning fund code 10”

Landscape page display: ticking this option displays the report in landscape format.

Use different row colours: This allows you to distinguish between rows. If you do not select this option, the report will be displayed as follows.

If you choose to make the distinction visible by ticking this option, the report will be displayed as follows, which can improve readability. The row colours are determined by the selected Theme—Reporting / System Administration—Report Management—Reporting Themes.

Columns tab:

Visible:  By ticking this option, you will see the following screen.

Here you have the option to add a column to the report. You can choose to display the information in Row Layout or Card Layout.

Column display (Row Layout)

In the example above, a choice was made in the second column regarding which value from the selected field should be added to the report, Column—Fund description.

The name of the column is then entered automatically in the column name. You can change this.

You can enter the column width in the column width field.

Column display (Card Layout)

This functionality is for creating card views, such as the Findings (NL/sfb) and Findings (condition) reports.

Groups tab:

Here you have, among other things, the option to adjust the display of the report.

Here you will find 3 tabs: Group 1, Group 2 and Group 3.

These groups provide a specific display and can be defined in different colour schemes. See the red box in the image below.

In this case, Group 1 displays the object with a grey-coloured square in front of it.

In this case, Group 2 displays the main classification code with an orange-coloured square in front of it.

In this case, Group 3 displays the NL/sfb coding with a dark blue square in front of it.

General description applicable to groups 1, 2 and 3

Visible: ticking this option displays the group in the report.

Colour: Here you can select a colour for the grouping squares.

New page: Here you can indicate whether the group value should be displayed on a new page.

Repeat on every page: If you enable this functionality, the value from the group will be displayed on every page of the report.

Hide headings: If you enable this functionality, the grouping of Group 1 will be displayed on every page of the report. In the example below, you can see on the left how it is displayed when this function is ticked and on the right when it is unticked.

Here you choose the column on which the grouping should take place within the report.

Column display:

Here you can change the column name. If you do not make any changes here, the column name will be displayed as it is defined in the software. If you change the column name, make sure that it fits within the width; if not, adjust the column width.

Column display (Row Layout);

If you have selected multiple columns, you can set the order here and/or add a separator row.

Column display (Card Layout):

This functionality is for creating card views, such as the Findings (NL/sfb) and Findings (condition) reports. It works in accordance with the description for the row layout.

Sort by:

Here you can sort within one or more selected columns and indicate whether the results should be displayed in descending order.

Total Row (1, 2 and 3)

Here you can define totals to be displayed in the report. You can generate a maximum of 3 totals; for this, use rows 1 to 3.

Totals can be displayed/adjusted per group (tabs Group 1 to 3).

Filters tab:

In this example, the report is a financial report in which only the transactions with fund code 10 are displayed.

The filter description in the report.

Here you can choose how the filter is displayed in the report:

·        Automatic

·        None

·        Manual

Setting the filter:

In the white area, select the desired field on which you want to filter. In the example below, Handeling—Fund was selected.

You then specify the filter condition and the value. In the example below, the following values were entered:

Handeling—Fund – is equal to – value 10

Sort tab

Here you can create a sort order for the entire report. You can add columns here and indicate how they should be displayed in the report, in descending order or not.

Total Row tab

Here you specify how the total counts should be displayed at the end of the report.