MC University

R02|Basics of Reporting: Overview (Part 2)

MC University

Running Reports DefinedReport Criteria Defined

Agenda

MC University

Accessing Reports and Report Groups Running ReportsReport Criteria

Running Reports Defined

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

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)

MC University

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

Running Reports

MC University

• Double-click on Report Name

Running Reports (cont’d)

MC University

• Right mouse click on Report Run Report

Running Reports (cont’d)

MC University

Locating and Selecting Reports: Example

Now let’s practice locating and selecting a report!

MC University

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

Report Criteria

MC University

Report can be run without changing criteria by clicking Apply:

Report Criteria (cont’d)

MC University

Report Criteria OverviewCriteria Components Report Criteria Examples

Report Criteria Defined

MC University

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

Report Criteria Overview

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)

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)

MC University

Criteria can be displayed in Report Preview window

Report Criteria Overview (cont’d)

MC University

More option defines custom criteria for individual run of Report

Report Criteria Overview (cont’d)

MC University

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

Report Criteria Overview (cont’d)

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

MC University

Examples of fields for which expression is based:

Criteria Components (cont’d)

MC University

Examples of values that expression must meet:

Criteria Components (cont’d)

MC University

Examples of defining a relationship between field and value:

Criteria Components (cont’d)

MC University

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

Report Criteria Examples

MC University

Expired Warranty Asset Count Criteria:

Report Criteria Examples (cont’d)

MC University

Stocked Items With Low On Hand Amount:

Report Criteria Examples (cont’d)

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

Thank You for Watching!