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Scheduling Reports

The Scheduling Report form allows you to generate different reports from tehe Schedule plan, according to the parameters chosen in the form.

You can open the form by clicking the (Reports) button in the toolbox of the Schedule plan form.

Below is a description of the form’s features.

Table of contents

  1. Report type
  2. Item Types
  3. Criteria

 

1. Report type

Here you can select the type of report you want to generate.

HINT

You can generate a report by double clicking the report type.

By default, there are four types of reports:

2. Item Types

In this section, select the item types for which you want the report, by checking the checkbox next to the desired item type.

3. Criteria

In this section, select the criteria for the report.

Item

Select or enter the ID of an item for the report.

Name

Select or enter the name of an item for the report.

Prim. Cat.

Select or enter the primary category of the items for the report.

Sec. Cat.

Select or enter the secondary category of the items for the report.

From

Enter the start date of the period of the report.

To

Enter the end date of the period of the report.

Only Negative Qty

By selecting this field, only negative quantities will be shown on the report.

The field is visible only if one of the Material Requirements by Deadlines reports is selected.

Only Plan Data

By selecting this field, only data from the plan will be shown on the report.

The field is visible only if one of the Material Requirements by Deadlines reports is selected.

Data Related to Plan

By selecting this field, only data related to the plan will be shown on the report.

The field is visible only if one of the Material Requirements by Deadlines reports is selected.

Recalculation Parameters

By selecting this field, recalculation parameters will be included on the report.

The field is visible only if one of the Material Requirements by Deadlines reports is selected.

Sort by

From the dropdown menu select the criteria that you want the data on the report to be sorted by.

Tools

Select or enter the tool for the report.

The field is only visible if the Material Requirements by Tools reports are selected.

Resource

Select or enter the resource for the report.

The field is only visible if the Material Requirements by Resources reports are selected.

Employee

Select or enter the employee for the report.

The field is only visible if the Material Requirements by Employees reports are selected.

Report

By clicking the button, you generate the report in the Report Window.

 

 


 

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