R02 - Basics of Reporting Overview Part 2 (MCU)
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The document provides an overview of accessing and running reports in MC University's reporting system. It describes how to locate reports using report groups, run reports by clicking the run button, and set report criteria through the criteria dialog window to filter records displayed in the report. The document also includes examples of common report criteria components like fields, values, and operators used to define criteria expressions. Finally, hands-on instructions are given for copying an existing report and adding custom criteria to only display open work orders that are not on hold or preventative maintenance and have a target date in the current year.
R02 - Basics of Reporting Overview Part 2 (MCU)
- 1. MC University R02|Basics of Reporting: Overview (Part 2)
- 2. MC University Running Reports Defined Report Criteria Defined Agenda
- 3. MC University Accessing Reports and Report Groups Running Reports Report Criteria Running Reports Defined
- 4. 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
- 5. MC University Report Groups are used to narrow down list of Reports Custom Groups can be created for unique Report groups or for individuals Accessing Reports and Report Groups (cont’d)
- 6. MC University Three ways to open Report: • Click on Report Run Report Running Reports
- 7. MC University • Double-click on Report Name Running Reports (cont’d)
- 8. MC University • Right mouse click on Report Run Report Running Reports (cont’d)
- 9. MC University Now let’s practice locating and selecting a report! Locating and Selecting Reports: Hands-On
- 10. MC University Locate and select the Reports button from the menu Find the Base Groups folder titled Asset Reports Locating and Selecting Reports: Hands-On
- 11. MC University Click once on the Asset List by Classification Report to highlight it Select the Run Report button Locating and Selecting Reports: Hands-On
- 12. MC University Report Criteria Dialog will appear: Locating and Selecting Reports: Hands-On
- 13. MC University You have now successfully completed locating and selecting a Report! Locating and Selecting Reports: Hands-On
- 14. MC University After Report is selected to be run, the Report Criteria window displays Criteria can be modified as needed Report Criteria
- 15. MC University Report can be run without changing criteria by clicking Apply: Report Criteria (cont’d)
- 16. MC University Report Criteria Overview Criteria Components Report Criteria Examples Report Criteria Defined
- 17. MC University Variables defined to create filter for records on Report Criteria is added through the Report Criteria Dialog Report Criteria Overview
- 18. 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)
- 19. 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)
- 20. MC University Criteria can be displayed in Report Preview window Report Criteria Overview (cont’d)
- 21. MC University More option defines custom criteria for individual run of Report Report Criteria Overview (cont’d)
- 22. MC University Report Criteria dialog features: • Variable Field List • Separate Expressions per Row • Logical Prompts • Cumulative Filtering Report Criteria Overview (cont’d)
- 23. 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
- 24. MC University Examples of fields for which expression is based: Criteria Components (cont’d)
- 25. MC University Examples of values that expression must meet: Criteria Components (cont’d)
- 26. MC University Examples of defining a relationship between field and value: Criteria Components (cont’d)
- 27. MC University Work Order Report Criteria for specific Assets over the last / next 12 months: Report Criteria Examples
- 28. MC University Expired Warranty Asset Count Criteria: Report Criteria Examples (cont’d)
- 29. MC University Stocked Items With Low On Hand Amount: Report Criteria Examples (cont’d)
- 30. MC University Now let’s add Report Criteria to only show Work Orders which are: • Open • Not Preventive Maintenance (PM) • Not On-Hold • Targeted for Current Year Adding Report Criteria: Hands-On
- 31. MC University Select the Work Order (Open) Reports folder on the left of the Reporter screen Locate the Open Work Order List and select it Click Copy Report Adding Report Criteria: Hands-On (cont’d)
- 32. MC University Enter a name for your Report • Example: “Open Work Order List – Initials – Date” If necessary, specify a Repair Center in the Managed By field Click Apply Adding Report Criteria: Hands-On (cont’d)
- 33. MC University Fixed criteria should show WO.IsOpen=1 Exclude Work Orders On-Hold: • Field: Status • Operator: Is Not • Value: On-Hold Adding Report Criteria: Hands-On (cont’d)
- 34. MC University Include Work Orders within a specific date range: • Field: Target Date • Operator: is Within • Value: Current Year Adding Report Criteria: Hands-On (cont’d)
- 35. MC University Exclude Preventive Maintenance Work Orders: • Field: Generated • Operator: Is • Value: No Adding Report Criteria: Hands-On (cont’d)
- 36. MC University Select Save Criteria indicator to save changes made Click Apply Adding Report Criteria: Hands-On (cont’d)
- 37. MC University Newly-defined report will display in the Report Preview window: Adding Report Criteria: Hands-On (cont’d)
- 38. MC University You have now successfully completed adding Report Criteria to limit results on a Report! Adding Report Criteria: Hands-On (cont’d)