DMS Help
DMS Help

View Report/Print Report

 

 

View or print a report enables you to view a DMS report in a window and then print the report or send it to an external file, or, if Print Report was selected, send the report directly to a print device without viewing the report on the screen. 

 

To view or print a report, from the Mfg Orders Job Grid enter:

1.Select the category of the report you want to view.

2.Select the report you want to view.

3.Click on the View Report button to view the report or click Print Report to send the report to the print driver.

 

The appearance of the View Report and Print Report window depends on the DMS Report type assigned to the report.  Each report type is shown in an example below:

1.Jobs

2.Dispatch

3.Capacities

4.Job Updating Transactions

 

Once you have selected the report and click View Report, the report is displayed in the Preview Report window.  The Preview Report window has several options such as saving the report, saving the report to a PDF, sending the report by email, etc.

 

Jobs

If the report's report type is Jobs, the following window appears (note that the Print Report appears the same as the View Report except the tab and button says "Print Report"):

 

 

The following prompts are entered:

1.Mfg Orders Job Grid Selections  Select this checkbox to use the jobs selected in the Mfg Orders Job Grid. 

2.Mfg Orders Job Grid Sort  Select this checkbox to sort the report in the same order as the Mfg Orders Job Grid.

3.Resource Selections  You can use the Resource Selections button to further break down the job selections.

4.Job start date from/to  You can optionally enter a date range to search for jobs that are scheduled to start within the range selected.

5.Job end date from/to  You can optionally enter a date range to search for jobs that are scheduled to end within the range selected.

6.Sort report by  From the drop-down menu, select how you want the report sorted.  Note that if you selected the check box Mfg Orders Job Grid Sort the Mfg Orders Job Grid Sort will override the sort selected at this prompt.

7.Select the View Report button to view the report.  If printing a report was selected, select Print Report to print the report. 

8.The report is displayed on the screen if View Report was selected, or the report driver appears allowing you to print the report if Print Report was selected.

9.After viewing/printing the report, the above window appears again enabling you to make another report selection or Exit the report and return to the Mfg Orders Job Grid.


Dispatch

If the report's report type is Dispatch, the following window appears (note that the Print Report appears the same as the View Report except the tab and button says "Print Report"):

 

       

 

The following prompts are entered:

1.Mfg Orders Job Grid Selections  Select this checkbox to use the jobs selected in the Mfg Orders Job Grid. 

2.Resource Selections  You can use the Resource Selections button to further break down the dispatch selections.

3.Operation start date from/to  You can optionally enter a date range to search for operations that are scheduled to start within the range selected.

4.Operation end date from/to  You can optionally enter a date range to search for operations that are scheduled to end within the range selected.

5.Sort report by  From the drop-down menu, select how you want the report sorted. 

6.Select the View Report button to view the report.  If printing a report was selected, select Print Report to print the report. 

7.The report is displayed on the screen if View Report was selected, or the report driver appears, allowing you to print the report if Print Report was selected.

8.After viewing/printing the report the above window appears again, enabling you to make another report selection or Exit the report and return to the Mfg Orders Job Grid.


Capacities

If the report's report type is Capacities, the following window appears (note that the Print Report appears the same as the View Report except the tab and button says "Print Report"):

 

 

The following prompts are entered:

1.Mfg Orders Job Grid Selections  Select this checkbox to use the jobs selected in the Mfg Orders Job Grid. 

2.Resource Selections  You can use the Resource Selections button to further break down the dispatch selections.

3.Capacity start date  You can optionally enter a date where the capacities report will start from.

4.Capacities By  Enter how you want the capacities grouped.  You can group by Shift, Day, Week, or Month.

5.Sort report by  From the drop-down menu, select how you want the report sorted. 

6.Select the View Report button to view the report.  If printing a report was selected, select Print Report to print the report. 

7.The report is displayed on the screen if View Report was selected, or the report driver appears allowing you to print the report if Print Report was selected.

8.After viewing/printing the report, the above window appears again enabling you to make another report selection or Exit the report and return to the Mfg Orders Job Grid.


Job Updating Transactions

If the report's report type is Job Updating Transactions, the following window appears (note that the Print Report appears the same as the View Report except the tab and button says "Print Report"):

 

 

The following prompts are entered:

1.Mfg Orders Job Grid Selections  Select this checkbox to use the jobs selected in the Mfg Orders Job Grid. 

2.Resource Selections  You can use the Resource Selections button to further break down the job selections.

3.Actual start date from/to  You can optionally enter a date range to search for job transactions that started within the range selected.

4.Actual end date from/to  You can optionally enter a date range to search for job transactions that ended within the range selected.

5.Sort report by  From the drop down-menu, select how you want the report sorted.

6.Select the View Report button to view the report.  If printing a report was selected, select Print Report to print the report. 

7.The report is displayed on the screen if View Report was selected, or the report driver appears allowing you to print the report if Print Report was selected.

8.After viewing/printing the report, the above window appears again enabling you to make another report selection or Exit the report and return to the Mfg Orders Job Grid.