R01 - Basics of Reporting Overview: Part 1 (MCU)
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The document provides an overview of MC University reporting, detailing its types (list, summary, custom), components, and setup procedures. It emphasizes the importance of criteria in report generation and the functionality of the built-in reporting engine. Additionally, it covers methods for locating and creating reports and organizing them into manageable groups.
R01 - Basics of Reporting Overview: Part 1 (MCU)
- 1. MC University R01|Basics of Reporting: Overview (Part 1)
- 2. MC University Reporting Defined Report Components Locating and Creating Reports Agenda
- 3. MC University Reporting Overview Report Types Reporting Defined
- 4. MC University Expose valuable data accumulated in your system Good data in = good data out! Reporting Overview
- 5. MC University Reporter functionality includes: • Built-in proprietary reporting engine • Over 300 base reports • Configurable to meet organizational needs Reporting Overview (cont’d)
- 6. MC University Three main types of reports: • List Reports • Summary Reports • Custom Reports Each type has a unique purpose Report Types
- 7. MC University List Report: • Set of records (e.g. Assets, Work Orders) • Separate row for each record • Specific detail in columns on each record (e.g. Work Order number, Reason) Report Types (cont’d)
- 8. MC University Summary Report: • Summary calculations (e.g. count or sum per row) • Pivot Reports (dynamic aggregations) Report Types (cont’d)
- 9. MC University Custom Report: • Developed outside of Reporter • Unique formatting or layout requirements • Cannot be modified by end-user Report Types (cont’d)
- 10. MC University Report Components Overview Report Criteria Report Setup Report Components
- 11. MC University Two main components of all reports: • Criteria for determining which rows or records to display • Setup to determine what data or columns to display Report Components Overview
- 12. MC University Determines which rows are displayed on List Reports No criteria = all rows of data displayed! Report Criteria
- 13. MC University Define criteria until data set matches desired report outcome More criteria will result in further limited results Report Criteria (cont’d)
- 14. MC University Determines what data or columns will be displayed Controls report presentation Report Setup
- 15. MC University Common components of report Setup: • Available and Display Fields (Columns) Report Setup (cont’d)
- 16. MC University • Sort / Group Report Setup (cont’d)
- 17. MC University • Layout Report Setup (cont’d)
- 18. MC University • Style / Format Report Setup (cont’d)
- 19. MC University • Charts / KPIs Report Setup (cont’d)
- 20. MC University • Sub-Reports Report Setup (cont’d)
- 21. MC University • Smart Elements Report Setup (cont’d)
- 22. MC University • Schedule Report Setup (cont’d)
- 23. MC University • Groups Report Setup (cont’d)
- 24. MC University • Security Report Setup (cont’d)
- 25. MC University • Advanced Report Setup (cont’d)
- 26. MC University Report Components: Example Now let’s take a look at the different components of a Report: the Report Criteria and Report Setup!
- 27. MC University Locating Reports Creating Reports Creating Report Groups Locating and Creating Reports
- 28. MC University Two ways to locate a report: • Report List • Searching Locating Reports
- 29. MC University Must begin with an existing report and make a copy Keep Base Reports unmodified! Creating Reports
- 30. MC University Organize report lists into a manageable state Give access to specific reports to individual or group Creating Report Groups
- 31. MC University Two ways to add or remove reports from Custom Group: • Right click on Custom Group folder Edit Report Group Creating Report Groups (cont’d)
- 32. MC University • Report Setup Groups Custom Groups sub-tab (individually select) Creating Report Groups (cont’d)
- 33. MC University Select Indicator next to Report Group to add a Report to a specific Group Creating Report Groups (cont’d)
- 34. MC University Creating Reports and Report Groups: Example Now let’s create a new Report and Custom Report Group!