Requests by Assignee Report

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
For the latest version of this help file can be found here.

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The Requests by Assignee report prints full requests grouped by assignee. For example, suppose you have workers named A, B and C who are all assignees to requests. The report would print out all of A's requests, then all of B's, then all of C's. This makes it easy to print off your workers' assigned requests in batches, so that each worker gets a copy of his or her requests.

If a request has more than one assignee, the request will be printed multiple times, once for each corresponding assignee.

To print a Requests by Assignee report, use Requests | Reports | Requests by Assignee. This opens a window that contains the following:

Sorting section: Options controlling how records are sorted within each section and sub-section.

For more on how to use Sorting, see Report Sections.

Filters section: Options controlling what kind of requests will be included in the report. For more information, see Report Filters.

Include Inactive records: If this checkbox is checkmarked, all relevant records will be included in the report, no matter how old they are. If this checkbox is blank, only active records will be included; this means that old "inactive" records will be ignored.

For more about the active filter, see The Active Filter.

Field Selection section: Options controlling which information fields will be included in the report.

Suppress Costs: Omits any money information that might otherwise be displayed in the report.

State History: This checkbox should be checkmarked if you want the report to include any information from request state history records. If the box is blank, no history information will be shown in the report, even if you expand the Request State History list entry and checkmark some of the history's individual fields.

Advanced section: Miscellaneous options.

Report width in pages: Makes it possible to have lines that are wider than a single page. This is particularly useful when you are previewing reports on a monitor screen. For further information, see Report Sections.

Title: The title to be printed at the beginning of the report.

Main Font: The font that will be used for most of the characters in the report. This should be a font that is supported by both your Windows system and your printer.

Fixed-width Font: The font that will be used for information that is printed with fixed-width characters (mostly unit specifications). This should be a font that is supported by both your Windows system and your printer.

Preview section: Displays a visual preview of the report. If you click the Refresh button, you automatically go to this section.

The Preview section contains buttons for looking through the report preview and for actually printing the information. For more on using the Preview section, see Report Buttons.

Print: Immediately prints the report.

Export Data: Exports the report's data in XML format.

Cancel: Cancels the preparation and printing of a report. This button is enabled only when MainBoss is preparing a report, i.e. gathering the data and formatting it. For more information, see Report Buttons.

Close: Closes the window.

Refresh: Clicking this button generates a preview of the report, displayed in the Preview section of the window.

For more on requests, see Requests. For more on printing requests, see Printing Requests. For more on reports in general, see Reports.

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