r02 - basics of reporting overview: part 2 (mcu)
TRANSCRIPT
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MC University
R02|Basics of Reporting: Overview (Part 2)
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MC University
Running Reports DefinedReport Criteria Defined
Agenda
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MC University
Accessing Reports and Report Groups Running ReportsReport Criteria
Running Reports Defined
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MC University
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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MC University
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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MC University
Three ways to open Report:• Click on Report Run Report
Running Reports
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MC University
• Double-click on Report Name
Running Reports (cont’d)
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MC University
• Right mouse click on Report Run Report
Running Reports (cont’d)
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MC University
Locating and Selecting Reports: Example
Now let’s practice locating and selecting a report!
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MC University
After Report is selected to be run, the Report Criteria window displays Criteria can be modified as needed
Report Criteria
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MC University
Report can be run without changing criteria by clicking Apply:
Report Criteria (cont’d)
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MC University
Report Criteria OverviewCriteria Components Report Criteria Examples
Report Criteria Defined
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MC University
Variables defined to create filter for records on Report Criteria is added through the Report Criteria Dialog
Report Criteria Overview
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MC University
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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MC University
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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MC University
Criteria can be displayed in Report Preview window
Report Criteria Overview (cont’d)
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MC University
More option defines custom criteria for individual run of Report
Report Criteria Overview (cont’d)
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MC University
Report Criteria dialog features:• Variable Field List• Separate Expressions per Row• Logical Prompts• Cumulative Filtering
Report Criteria Overview (cont’d)
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MC University
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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MC University
Examples of fields for which expression is based:
Criteria Components (cont’d)
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MC University
Examples of values that expression must meet:
Criteria Components (cont’d)
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MC University
Examples of defining a relationship between field and value:
Criteria Components (cont’d)
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MC University
Work Order Report Criteria for specific Assets over the last / next 12 months:
Report Criteria Examples
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MC University
Expired Warranty Asset Count Criteria:
Report Criteria Examples (cont’d)
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MC University
Stocked Items With Low On Hand Amount:
Report Criteria Examples (cont’d)
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MC University
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
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Thank You for Watching!