When running a report, line items are auto-sorted to Item Number (ascending order). But some clients have expressed a desire to organize estimate detail by takeoff number, which can make it easier for referencing a particular line item. So, can this be adjusted in a Cost Report? It can!
By implementing a custom WBS Property (called, for example, Report Order), any of the newer Beck Technology Standard Reports can be modified by a user to sort by the custom WBS Property | Report Order.
- Declare the custom WBS Property | Report Order.
Video: 01 Report Order.mp4
Video: 02 Report Order.mp4
- In the Report Designer | Insert Column to Left in GroupHeader1 (Level 0)
Video: 03 Report Order.mp4
- Declare Cell Expression | [Report Order]
Video: 04 Report Order.mp4
- In the Report Designer | Declare Group Field – Report Order in GroupHeader1 (Level 0)
Video: 05 Report Order.mp4
- Validate various syntax’s for the Report Order Ascending Sort
Video: 06 Report Order.mp4
Video: 07 Report Order.mp4
- In the Report Designer | Declare DisplayReportOrder Parameter (Yes/No) toggle
Video: 08 Report Order.mp4
- In the Report Designer | Declare Visible logic statement for Report Order Cell using testing on DisplayReportOrder Parameter: Iif(?DisplayReportOrder,1,0)
Video: 09 Report Order.mp4