Collate a Report

  • All,

    I need to build a report which takes a Project which will have work orders and within the work orders there are work packages. Each work package has six specific "sections" which need to be generated and given to the client's customers. Most of the sections are static and each section is on it's own page. They need to be able to run this by Project level. Here is the issue I am having:

    The report is producing all of the sections together - so for example I have a project with one work order and three packages, The report generates 18 pages but the frist 3 pages are section one - the 2nd three pages are section 2 etc. They have projects with hundreds of packages so we can't just manually sort them out. I was thinking of adding a grouping called section so the report would be grouped by WorkOrder>>Package>>Section - so each section would print before the next package. Would that work? If I do that would it work with Sub Reports or should I build a table (temp?) and then add the data to the report from the table?

    Thank you,

  • It sounds like you just need to re-work your grouping so that an entire work order is together. I'm assuming that you are using a tablix/table so you just need to add a couple of row groups to the table. The first group would be Work Order and I'd set that to have a page break at end, then within that group have a package group with a page break at end, and then within the package group a section group with a break at the end. You shouldn't need to resort to sub-reports at all.

    If you were to post an example data set it would be easier to propose a better solution.

    Oh, I noticed this is your first post here at SSC, welcome, and I hope you find the help you need. You'll find that we often ask questions to get clarification. You might also want to check out the first 2 articles in my signature line.

  • Ok so the project is IP but that is a variable so not grouped

    Work Orders 43

    Package 1

    Package 2

    Package 3

    Work Oder 44

    Package 1

    Package 2

    Package 3

    Work Order 45

    Package 1

    Packages can be used in different work orders ie like changing oil they are really tasks. What about adding the section detail I think it would have to added to a table. The other piece is most of the sections are static - so lots of text and verbage with one or two fields from the data which is why the standard tablix won't work - I am thinking of hiding the table and using ReportItems functions to pull values. Will that work?

    Thank you - for all your help

  • Is the static data for each of the 6 sections the same regardless of the package?

  • Yes the static is the same regardless of the package - a lot of it revolves around PSA's which are personal safety forms. So for package 1 you might need leather gloves, for package 2 it might be a helmet. So the section has a list of all of the possible safety equipment and in the data it is marked as 0 or 1 if it is required. I have samples of the reports if you want to see them.

    Thank you,

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