FMDesktop

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Active Member
jar92380
Posts: 9
Registered: ‎01-25-2007
Message 1 of 11 (195 Views)

Reports

195 Views, 10 Replies
01-25-2007 01:53 PM
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
Employee
mark.evans
Posts: 119
Registered: ‎12-22-2004
Message 2 of 11 (195 Views)

Re: Reports

01-30-2007 01:22 PM in reply to: jar92380
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


Mark Evans
Senior Product Manager
AEC Division, Simulation Product Line
Autodesk, Inc.

Contributor
pajamabob
Posts: 19
Registered: ‎01-30-2007
Message 3 of 11 (195 Views)

Re: Reports

01-30-2007 01:35 PM in reply to: jar92380
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…
Active Member
jar92380
Posts: 9
Registered: ‎01-25-2007
Message 4 of 11 (195 Views)

Re: Reports

02-08-2007 01:35 PM in reply to: jar92380
Does anyone know which table has the Equipment list? I just can not seem to find it through the relationships
Contributor
pajamabob
Posts: 19
Registered: ‎01-30-2007
Message 5 of 11 (195 Views)

Re: Reports

02-09-2007 10:07 AM in reply to: jar92380
the equipment items are held in tblAsset. The Parent field for an equipment record lets you know what room an item is in.
Active Member
jar92380
Posts: 9
Registered: ‎01-25-2007
Message 6 of 11 (195 Views)

Re: Reports

02-12-2007 11:50 AM in reply to: jar92380
okay, that helped out pajambob. Do you know the easiest way to link a office to a person and equipment easily?
Active Member
jar92380
Posts: 9
Registered: ‎01-25-2007
Message 7 of 11 (195 Views)

Re: Reports

02-13-2007 09:45 AM in reply to: jar92380
Okay we finally got a custom query setup. Now how can I add the query so I can create a report within FM?
Contributor
pajamabob
Posts: 19
Registered: ‎01-30-2007
Message 8 of 11 (195 Views)

Re: Reports

02-15-2007 01:10 PM in reply to: jar92380
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.
Contributor
pajamabob
Posts: 19
Registered: ‎01-30-2007
Message 9 of 11 (195 Views)

Re: Reports

02-15-2007 01:13 PM in reply to: jar92380
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... :-)
Employee
mark.evans
Posts: 119
Registered: ‎12-22-2004
Message 10 of 11 (195 Views)

Re: Reports

02-19-2007 06:28 PM in reply to: jar92380
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


Mark Evans
Senior Product Manager
AEC Division, Simulation Product Line
Autodesk, Inc.

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