How to Configure a Report to Display a WBS Property Level 2 Summary with Level 1 Breakdown Details

When generating reports with multiple WBS properties, you can choose a level two property for the summary on the main page while keeping the first level breakdown in the details. For example, if you run a report with Masterformat 1 > Masterformat 2 > System, you can use Masterformat 2 for the summary while keeping Masterformat 1 for the breakdown in the details. 

1. Open an estimate in DESTINI Cloud Estimator.
2. Navigate to Home > New Report. Report Designer opens.
3. Click File > Open.
4. Navigate to the folder with the report template file (.repx) you want to modify.
5. Click the .repx file to open it.
6. In the Report Explorer panel on the right side of the screen, click the Field List tab.
   
7. Locate and expand the Parameters node at the bottom of the list.
8. Select IncludedCostPerUnitSummaries.
   
9. In the Properties panel in the bottom right corner of your screen, paste the following at the end of the Value field, including the leading comma:
   ,Level 2 Group
   
   

Designer Changes

1. In the Field List panel, use the tabs to switch to Report Explorer.
    

2. Search for and select GroupHeader4.
   

3. In Designer in the middle of your screen, locate the band you selected in the previous step.
   
4. Click the Gear icon to the right.
5. In the Group Fields property, click the ellipsis (...) to open the Group Field Collection Editor window.
   
6. In the Field Name dropdown list, select WBSProperty2.
7. Click OK.
8. In the band, click the [WBSProperty1] cell and then click the Function button.
   

9. Copy and paste the following expression into the field and click OK:
   [WBSProperty2]
   
   
   

10. In Designer, click the next cell to the right (in the Quantity column) and then click the Function button.
    
     
11. Replace the expression with the following and click OK:
    IsNull([WBSProperty2_OverlineQuantity], [ProjectProperties].[CostPerUnitSummary_PropertyValue])
    
    
12. In the left pane, click Visible.
13. Copy and paste the following expression in the field and then click OK:
    'Level 2 Group' IN (?IncludedCostPerUnitSummaries) AND not IsNullOrEmpty(?WBSProperty2_Parameter)
    
    
14. In Designer, click the next cell to the right and then click the Function button.
    
15. Replace the expression with the following and click OK:
    IsNull([WBSProperty2_OverlineUOM], ?CostPerUnitSummary_Unit)
16. In the left pane, click Visible.
17. Copy and paste the following expression in the field and then click OK:
    'Level 2 Group' IN (?IncludedCostPerUnitSummaries) AND not IsNullOrEmpty(?WBSProperty2_Parameter)

18. In Designer, click the next cell to the right (in the Unit column) and then click the Function button.
    

19. Replace the expression with following and click OK:
    Iif(IsNullOrEmpty(?WBSProperty2_Parameter), '',NOT 'Level 2 Group' IN (?IncludedCostPerUnitSummaries), '',sumSum([TotalCost] / IsNull([WBSProperty2_OverlineQuantity], [ProjectProperties].[CostPerUnitSummary_PropertyValue])))

20. Save and run your report.

21. In the Report Viewer Parameter pane, locate the WBS Groupings section.
    
    
22. Use the Level One Group and Level Two Group dropdown lists to choose WBS properties to display in the report.
23. Click Submit. The summary displays information for your Level Two Group.
    
    The breakdown details display information for your Level One Group.