r02 - basics of reporting overview: part 2 (mcu)

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R02|Basics of Reporting: Overview (Part 2)

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Running Reports DefinedReport Criteria Defined

Agenda

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Accessing Reports and Report Groups Running ReportsReport Criteria

Running Reports Defined

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Reports are accessed through Reports button in menu • Displays Report Groups and Report List

available for selection

Selected Report can be opened and viewed in the Report Preview Window

Accessing Reports and Report Groups

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Report Groups are used to narrow down list of ReportsCustom Groups can be created for unique Report groups or for individuals

Accessing Reports and Report Groups (cont’d)

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Three ways to open Report:• Click on Report Run Report

Running Reports

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• Double-click on Report Name

Running Reports (cont’d)

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• Right mouse click on Report Run Report

Running Reports (cont’d)

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Locating and Selecting Reports: Example

Now let’s practice locating and selecting a report!

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After Report is selected to be run, the Report Criteria window displays Criteria can be modified as needed

Report Criteria

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Report can be run without changing criteria by clicking Apply:

Report Criteria (cont’d)

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Report Criteria OverviewCriteria Components Report Criteria Examples

Report Criteria Defined

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Variables defined to create filter for records on Report Criteria is added through the Report Criteria Dialog

Report Criteria Overview

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Fixed criteria is displayed at top of Criteria Dialog (if applicable) Must have permissions to access Advanced tab of Report Setup

Report Criteria Overview (cont’d)

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Save Criteria indicator honors changes made to criteria each time Report is run• Criteria is maintained until next time the

Save Criteria is used

Report Criteria Overview (cont’d)

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Criteria can be displayed in Report Preview window

Report Criteria Overview (cont’d)

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More option defines custom criteria for individual run of Report

Report Criteria Overview (cont’d)

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Report Criteria dialog features:• Variable Field List• Separate Expressions per Row• Logical Prompts• Cumulative Filtering

Report Criteria Overview (cont’d)

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Each expression used to define criteria has three components: • Field on which the expression is based• Value that the expression must meet • Control that defines relationship between

field and value

Criteria Components

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Examples of fields for which expression is based:

Criteria Components (cont’d)

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Examples of values that expression must meet:

Criteria Components (cont’d)

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Examples of defining a relationship between field and value:

Criteria Components (cont’d)

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Work Order Report Criteria for specific Assets over the last / next 12 months:

Report Criteria Examples

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Expired Warranty Asset Count Criteria:

Report Criteria Examples (cont’d)

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Stocked Items With Low On Hand Amount:

Report Criteria Examples (cont’d)

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Adding Report Criteria: Example

Now let’s add Report Criteria to show Work orders which are: • Open• Not Preventive Maintenance (PM)• Classification of “HVAC Unit” • Target Date of Last Year

Thank You for Watching!