Reports

[jar92380]

Is it possible to create a custom report? Right now we have occupants and equipment, but I want to know if there is any way to show Occupants and Computer Model Number in the same report?

Thanks
James

[mark.evans]

If you can use Microsoft Access to write reports, you can do this. You'll need a bit of help to know where to install the report, and maybe a bit of help to identify the fields. I'll see if I can prompt someone to give you the answers here.

Mark Evans
Autodesk

[pajamabob]

You can create new reports using MS Access. For the type of report you describe in your posting you will need to create a main report that lists each occupant and a sub-report that lists the equipment assigned to that occupant.

To point you in the right direction, use the fields in “blackcap” to relate occupant records to equipment records.

Hope this helps…

[jar92380]

Does anyone know which table has the Equipment list? I just can not seem to find it through the relationships

[pajamabob]

the equipment items are held in tblAsset. The Parent field for an equipment record lets you know what room an item is in.

[jar92380]

okay, that helped out pajambob. Do you know the easiest way to link a office to a person and equipment easily?

[jar92380]

Okay we finally got a custom query setup. Now how can I add the query so I can create a report within FM?

[pajamabob]

Use the Occupant form in Facility Manager. There is an equipment tab that will allow you to assign equipment to a person. For assigning people to spaces, you can use either the Occupants form or the Drawing form (this is my preference).

Hope this helps.

[pajamabob]

This takes some knowledge of MS Access. You will need to refer to your MS Access documentation for how to create reports. You can open Facility Manager in a "pure" MS Access environment by holding down the shift key as you open Facility Manager.

Caution: Be sure to make a copy of the Facility Manager application (Facility Manager 7.mdb) before doing any customization. You will thank me latter if you make any mistakes... 🙂

[mark.evans]

And remember that your custom query will not be maintained when you upgrade to a newer version of FMDesktop or if there is a hotfix that replaces the .mdb file. So you'll also want to make sure that you have a separate copy of your customizations in order to recreate them in a new version later.

Mark Evans

[Allerian]

Sound advice. We recommend that FMD users create a folder called "Newest MDE" to store their latest customized FMD file. Makes reinstalls a snap.

-Robert
FM Desktop User's Group
http://www.fmdugi.org