Creating a Pick List for Change Orders

Overview

This document will show you how to create a custom Pick List report that groups items by their change status: Added, Removed, or Modified.

Note that the change status only applies to delta reports (reports run on the difference between two project revisions).

These steps can be applied to any report that supports dynamic grouping.

Steps

1. Open the Report Designer and select File > New…

2. In the New Report Wizard, choose New Report Based on Existing Report and select Pick List from the list of available reports

3. Name the report (e.g. Pick List for Change Orders)
       Tip: If you want to run this in the Revision Manager, check the
       “List this report in the Business Manager” checkbox

4. Click Next on the page setup screen

5. Under Available Properties, select ChangeType and then the > button. This will add ChangeType to the list of Assigned Properties.

6. Click Next, then Finish on all remaining screens to finish the wizard

7. Go to File > Edit Report Definitions

8. Select the By Manufacturer report definition and change the groupings to be ChangeType then Manufacturer

9. Hit Apply and Close to save the changes

10. Go to File > Publish Report to publish the custom report and exit the Report Designer

11. At this point, you should see the report in the reporting center (or revision manager), and can run like any other report.

sample Report

A sample report can be downloaded here. Do not unzip – store to local drive and import using Reporting Center.

http://downloads.d-tools.com/si5/reports/Other/Pick_List_by_Change.zip