R03 - Basics of Reporting: Report Setup (Part 1) (MCU)
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The document provides an overview of report setup for MC University, detailing how to access and configure various aspects including sorting, grouping, and field management. It explains the processes for adding, removing, and reordering fields in the report display, as well as the importance of effective sorting and grouping for data analysis. Additionally, it describes how to visualize and manage report data effectively through defined sub-tabs and display options.
R03 - Basics of Reporting: Report Setup (Part 1) (MCU)
- 1. MC University R03|Basics of Reporting: Report Setup (Part 1)
- 2. MC University Report Setup Defined Sorting and Grouping Agenda
- 3. MC University Report Setup Overview Field List Defined Removing Fields Reordering Fields Report Setup Defined
- 4. MC University Configuration changes take place from the Report Setup Ability to alter many aspects of Report presentation (e.g. grouping, layout) Report Setup Overview
- 5. MC University Access Report Setup in three ways: • Report Preview window Report Setup Overview (cont’d)
- 6. MC University • Reporter List Report Setup Overview (cont’d)
- 7. MC University • Right-clicking on Report Name Report Setup Overview (cont’d)
- 8. MC University Summary information located at very top of Report Setup Window • Report Name • Managed By Report Setup Overview (cont’d)
- 9. MC University Report Setup sub-tabs include: • Sort / Group • Layout • Style / Format Report Setup Overview (cont’d)
- 10. MC University • Charts / KPIs • Sub-Reports • Smart Elements Report Setup Overview (cont’d)
- 11. MC University • Schedule • Groups • Security • Advanced Report Setup Overview (cont’d)
- 12. MC University Available and Display Field Lists located at the top of Report Setup window Field List Defined
- 13. MC University Available fields shown in column on left hand side of Report Setup Fields in Display List appear on Report in order shown Field List Defined (cont’d)
- 14. MC University Fields available will depend on the type of Report Dependent on tables joined to report Field List Defined (cont’d)
- 15. MC University Typically Work Order Reports will have fields from the following tables: • WO (Work Order) • Asset • AssetHierarchy • Labor / WOLabor Field List Defined (cont’d)
- 16. MC University Two methods to add a field to the Report display from the Available List: • Double-click directly on the field • Select the field and use the right arrow Field List Defined (cont’d)
- 17. MC University Fields can be removed as easily as they are added Two methods to remove a field from the Display List: • Double-click directly the field • Select the field and use the left arrow Removing Fields
- 18. MC University Display field order is easily changed with use of the up and down arrows Newly added fields will be added to bottom of Display Field List Reordering Fields
- 19. MC University Adding, Removing, and Reordering Fields: Example Now let’s take a look at adding fields to a report, removing unnecessary fields, and reordering fields!
- 20. MC University Sorting and Grouping Overview Sorting Results Grouping Results Sorting and Grouping
- 21. MC University Without proper Sorting and Grouping, valuable data can be overlooked Sorting will decide what order records appear Grouping will gather all records of same type Sorting and Grouping Overview
- 22. MC University Proper sorting and grouping helps with: • Viewing essential data quickly and conveniently • Bringing to light patterns and trends in data Sorting and Grouping Overview (cont’d)
- 23. MC University Up to five Sort fields available for each Report Sorting and Grouping Overview (cont’d)
- 24. MC University Records ordered on Report by sort order specified Ascending or descending sort order can be defined Sorting Results
- 25. MC University Typically, sorting is best when starting with the highest level of grouping • Example: Repair Center Priority Desc Clear out all sort fields by selecting first sort field and selecting none Sorting Results (cont’d)
- 26. MC University Group checkbox used to group records of the same sort value under a unique header Total checkbox will show total count of records for group Grouping Results
- 27. MC University Same Classification grouped together Sub-Groups listed in Header if defined Example of using sub-groupings: Grouping Results (cont’d)
- 28. MC University Sorting and Grouping: Example Now let’s take a look at adding Sorting and Grouping to a Report!
Editor's Notes
- #29: Navigate to the Report Setup Select None from the Sort 1 dropdown Click on the Sort 1 dropdown and find the [WO] Repair Center Name field Select [WO] Repair Center Name Click on the Sort 2 dropdown and scroll down to the [WO] Priority Desc field Select [WO] Priority Desc Mark indicators for Group and Total for both Sort 1 and Sort 2 Select the [WO] Target Date field for the Sort 3 prompt