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QuoteWerks Knowledgebase Topic (Article ID 6339)
Reports - Display all Quotes in a specified date range (Actual Quotes, not just data)This information applies to : |
Article ID 6339 Created/Updated September 23, 2015 Category
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| Report - Display all Quotes in a specified date range (Actual Quotes, not just data)
The following example will show you how to create a report that will display all Quotes in a specified date range. The Quotes will be shown in their actual Quote layout format. This article will be showing you how to do this using the sample layout "Quote (Standard)". It is suggested that you follow along using this sample layout first. Then, once you get the hang of it you will be able to go back and make the necessary changes to suit your own layouts, etc. As you may already know Reports are composed of two parts… a filter and a layout. The filter defines what data you want to pull and the layout is your way of formatting that data. Since we are going to be using one of the default layouts for this example we will need to first copy it into the "Reports" folder. To do this: 1) Make sure QuoteWerks is not running. 2) Right click on your QuoteWerks icon and select Properties 3) Click the Find Target button 4) Find and go into the Layouts folder 5) Right click on the file "quote.fpc" and select Copy 6) Now go back to the previous folder and then go into the Reports folder 7) Right click anywhere in the white area and select Paste 8) You can now close this window Now that we have the layout in the proper place, go ahead and Launch QuoteWerks. At this point we're ready to start creating the Report. We'll start by creating the Filter. To do this: 1) Click the Reports menu at the top and then select "Management Reports…" 2) From the Management Reports window click the "New" button 3) Now give your report a name. For this example you may just want to call it: "Display all quotes in date range". 4) Click the "Filter" tab. 5) Make sure the drop down is set to "Documents Database" and be sure that both checkboxes directly beneath it are both checked. (This is defining that we want to pull both the header data (such as the customer name and address information) and also the item data (the details of the individual line items, etc.).) 6) Next click the "Field" button 7) Set the Table pulldown to "DocumentHeaders". Set the Field pulldown to "DocType". Set the Operator pulldown to "Equal to" and type "quote" (minus the parenthesis) in for the value. Press the OK button. (This defined that we want to pull Quotes.) 8) Click the "AND" button. (This defines that are more conditions that have to be met before the data is returned.) 9) Click the "Field" button. 10) Set the Table pulldown to "DocumentHeaders". Set the Field pulldown to "DocDate". Set the Operator pulldown to "Greater than" and type the beginning date Ex: "01/01/05" (minus the parenthesis) in for the value. Press the OK button. (This defined that we want all quotes created after the specified date.) 11) Click the "AND" button. 12) Click the "Field" button. 13) Set the Table pulldown to "DocumentHeaders". Set the Field pulldown to "DocDate". Set the Operator pulldown to "Less than" and type the ending date Ex: "01/01/06" (minus the parenthesis) in for the value. Press the OK button. (This defined that we want all quotes created before the specified date.) The filter is complete! You've specified that you want the filter to return all the data from both then DocumentHeaders table and the DocumentItems table only for documents that are Quotes and that were created only between the timeframes of 01/01/05 and 01/01/06. Now that you are returning the correct data it's time to work on the layout. To do this: 1) Click on the "Layout" tab 2) Set the dropdown to "quote.fpc" 3) Click the Edit button (Because this layout was originally designed to only work on one quote at a time it will need to be modified to accept the multiple quotes that are being returned by the filter.) (If you make an error or move a field to the wrong place you can simply undo the change by clicking the edit menu and then clicking undo. If you find that undo is not doing the job and the layout is too far gone than you can simply close the layout editor, choose NOT to save your changes and then begin the entire process over again.) 4) Click the "Section" menu and select "New" 5) Choose "Sort Header 1" and press "Ok" 6) Set the Table pulldown to "DocumentHeaders" and select "DocNo" from Fields and press "Ok". Now double click the grey area at the top of the section where it says "Sort Header 1" and place a check in the checkbox beside "Advance Page Before Printing the Section". (What we've done so far is defined that we are going to sort the results and break apart the information by the Document Number.) 7) Vertically resize "Sort Header 1" so it is slightly longer than "Report Header 1". (Do this by first clicking anywhere in the white area of the section. Now click and hold on the little black box that's at the bottom of the section and drag this down until the entire section is the right size.) (Next we're going to move all of the fields from "Report Header 1" to "Sort Header 1". We will do this by selecting all of them at one time and then making the move.) 8) Place your mouse cursor in the white area beside the lowest "ShipVia" field in the bottom right hand corner of the "Report Header 1" section. 9) Click and hold your left mouse button and drag the selection box to the upper left hand corner of the section. (Be sure to stay inside the border of the section or you will need to perform the selection process again.) (You'll know that you've done it right because each field will have a selection box around it.) 10) Now left click and hold anywhere in a white area inside the main selection and begin dragging the entire selection down into "Sort Header 1". Before you let go note the position of the red selection box that's now shown in "Report Header 1". Do your best to match this position in the "Sort Header 1" section (concentrate on the top "right hand" corner). When you're confident of the position release the left mouse button and all of the fields will now be in the "Sort Header 1" section. 11) Next, using what you've learned so far, we need to select the entire contents of the "Page Header" Section and copy/paste that into "Sort Header 1" being sure to align it with the bottom of the section. 12) Delete both the "Report HEADER 1" Section and the "Page HEADER" Section by right clicking on their grey headers and choosing Delete. 13) Next, again using what you've learned, create a new Sort FOOTER and size it vertically to the approximate size of both "Report Footer 1" and "Report Footer 2" combined. 14) Move and combine the contents of both "Report Footer 1" and "Report Footer 2" into the Sort Footer. 15) Delete both "Report Footer 1" and "Report Footer 2". 16) Optionally delete the both "Page" fields in the bottom right of the Page Footer as they'll no longer apply to the individual quotes but the entire document being generated. 17) You are done! 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