R07 - Intermediate Reporting Smart Reports (MCU)
0 likes348 views
This document provides an overview of smart reports in MC University. Smart reports allow detail reports to become interactive through the use of smart actions, criteria, buttons, and email settings. Smart actions enable fields to be edited directly in a report or link to other records. Smart criteria allow dynamic filtering of report records. Smart buttons are used for actions like saving edited data. Smart email settings provide options to update information automatically through editable reports sent by email. The document demonstrates how to apply these smart features to a sample work order report.
![MC University
Scroll to the bottom of the Smart
Action Field Value and select [WO] WO
Enter Click here to open this Work
Order for the Smart Action Tool Tip
Click Apply
Applying Smart Actions: Hands-On (cont’d)](https://image.slidesharecdn.com/r07intermediatereportingsmartreportsmcu-141226170451-conversion-gate01/85/R07-Intermediate-Reporting-Smart-Reports-MCU-26-320.jpg)
![MC University
Select [WO] Priority from the options
for Default Smart Criteria
Click Apply to return to the Report
Preview Window
Applying Smart Criteria: Hands-On (cont’d)](https://image.slidesharecdn.com/r07intermediatereportingsmartreportsmcu-141226170451-conversion-gate01/85/R07-Intermediate-Reporting-Smart-Reports-MCU-38-320.jpg)
![MC University
The Smart Criteria pane will display on
the left of the Report Preview
[WO] Priority will be automatically
selected
Applying Smart Criteria: Hands-On (cont’d)](https://image.slidesharecdn.com/r07intermediatereportingsmartreportsmcu-141226170451-conversion-gate01/85/R07-Intermediate-Reporting-Smart-Reports-MCU-39-320.jpg)
R07 - Intermediate Reporting Smart Reports (MCU)
- 1. MC University R07|Intermediate Reporting: Smart Reports
- 2. MC University Smart Reports Defined Smart Actions and Criteria Agenda
- 3. MC University Smart Reports Overview Smart Settings and Email Smart Buttons Smart Reports Defined
- 4. MC University Almost all Detail Reports can become “smart” Smart Actions are enabled for one or more defined fields / columns Smart Reports Overview
- 5. MC University Smart Actions allow users to: • Open respective records or defined report • Edit fields • Update status Smart Reports Overview (cont’d)
- 6. MC University Smart Elements Tab defines smart features, actions and criteria Sub-tabs define Settings, Criteria, Action(s), Button(s) and Email options Smart Settings and Email
- 7. MC University Smart Settings sub-tab: • Turn Smart Mode On / Off • Hide / Display Smart Mode button Smart Settings and Email (cont’d)
- 8. MC University Smart Email sub-tab: • Send editable forms and reports • Specify security settings or protocols • Expedient method to update information • Automatic or forced user log-in Smart Settings and Email (cont’d)
- 9. MC University Smart Buttons used for: • Saving data updated in editable fields • Updating status on Work Orders or Purchase Orders Smart Buttons
- 10. MC University Multiple buttons can be displayed on same report: Smart Buttons (cont’d)
- 11. MC University Complete / Close Dialog can be opened for Work Orders: Smart Buttons (cont’d)
- 12. MC University Smart Actions Smart Criteria Smart Actions and Criteria
- 13. MC University Smart Actions sub-tab used to define type of Smart Action for report Prompts displayed dependent on Smart Action Type selected Smart Actions
- 14. MC University Three options available from dropdown: • None • Row • Column Smart Actions (cont’d)
- 15. MC University Selecting Row will allow one smart action per record Typical selections for a single action include opening a record or report Smart Actions (cont’d)
- 16. MC University Smart Action Field Value determines record or report opened Field Value / Report Criteria typically refers to primary field from record Smart Actions (cont’d)
- 17. MC University Smart Action Tool Tip provides helpful information when user hovers over field Smart Actions (cont’d)
- 18. MC University Selecting Column allows one or more fields to apply Smart Actions Smart Action information must be set at field level Smart Actions (cont’d)
- 19. MC University Edit Display field to set desired Smart Action Edit Field option frequently used to edit live data directly from report Smart Actions (cont’d)
- 20. MC University Save Smart Button must be selected • Can only save to one table per report Important: Field Value must be set up correctly! Smart Actions (cont’d)
- 21. MC University Editable Reports: • Editable fields display with text box • Surrounding text changes to green after records update if save is successful Smart Actions (cont’d)
- 22. MC University Now let’s practice creating a test Report and adding Smart Actions to open Work Order records directly from the Report! Applying Smart Actions: Hands-On
- 23. MC University Copy the Closed Work Order List Enter a unique Report Name • Example: “Closed Work Order List with Smart Actions – Initials – Date” Applying Smart Actions: Hands-On (cont’d)
- 24. MC University Select the Smart Elements Tab Turn the Smart Mode to On from the Smart Settings sub-tab Applying Smart Actions: Hands-On (cont’d)
- 25. MC University Select the Smart Action(s) sub-tab and select Row (Single Smart Action per Row) Select Popup WorkCenter from the Smart Action dropdown Applying Smart Actions: Hands-On (cont’d)
- 26. MC University Scroll to the bottom of the Smart Action Field Value and select [WO] WO Enter Click here to open this Work Order for the Smart Action Tool Tip Click Apply Applying Smart Actions: Hands-On (cont’d)
- 27. MC University Locate and generate your Report The Report will now open the Work Order associated with the row when selected: Applying Smart Actions: Hands-On (cont’d)
- 28. MC University You have now succesfully created a test Report and added Smart Actions to open Work Order records directly from the Report! Applying Smart Actions: Hands-On (cont’d)
- 29. MC University Smart Criteria allows users to: • Dynamically filter records • Supplement criteria already defined • Specify single or multiple additional criteria quickly Smart Criteria
- 30. MC University Default State must be set to Shown from Smart Criteria(s) sub-tab Default Smart Criteria indicates the default field to display for filtering Smart Criteria (cont’d)
- 31. MC University Smart Criteria Pane appears on left side of Report Show / Expand control allows users to hide or show Smart Criteria (cont’d)
- 32. MC University Data and options available depend on type of field: • Lookup • Module • Date • Asset Smart Criteria (cont’d)
- 33. MC University Examples of Smart Criteria usage: • Lookup field values Smart Criteria (cont’d)
- 34. MC University • Asset selection functionality Smart Criteria (cont’d)
- 35. MC University • Date field options Smart Criteria (cont’d)
- 36. MC University Now let’s practice adding and applying Smart Criteria to your test Report! Applying Smart Criteria: Hands-On
- 37. MC University Navigate back the Report Setup of your Report Click on the Smart Elements tab and select the Smart Criteria(s) sub-tab Change the Default State to Shown Applying Smart Criteria: Hands-On (cont’d)
- 38. MC University Select [WO] Priority from the options for Default Smart Criteria Click Apply to return to the Report Preview Window Applying Smart Criteria: Hands-On (cont’d)
- 39. MC University The Smart Criteria pane will display on the left of the Report Preview [WO] Priority will be automatically selected Applying Smart Criteria: Hands-On (cont’d)
- 40. MC University Click on a Priority value from the options Applying Smart Criteria: Hands-On (cont’d)
- 41. MC University Click the Multiple Selections indicator and select another value Report Criteria selection is added to existing Criteria Applying Smart Criteria: Hands-On (cont’d)
- 42. MC University You have now succesfully added Smart Criteria and applied it to a Report! Applying Smart Criteria: Hands-On (cont’d)