R03 - Basics of Reporting: Report Setup Part 1
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This document provides instructions on setting up reports using Maintenance Connection with an emphasis on report setup, sorting, and grouping fields. It outlines the steps for adding, removing, and reordering fields within reports, as well as how to effectively sort and group data for better analysis. Hands-on practice and additional resources for further learning are also included.
![Locate your Report in the Report List Open the Report Setup Scroll down Available field list and find [WO] Requester Name
Adding, Removing, and Reordering Fields: Hands-On (cont’d)](https://image.slidesharecdn.com/r03basicsofreportingreportsetuppart1-141010120526-conversion-gate01/85/R03-Basics-of-Reporting-Report-Setup-Part-1-24-320.jpg)
![Click on the [WO] Requester Name field and click on the right arrow The [WO] Requester Name field will move to the Display list
Adding, Removing, and Reordering Fields: Hands-On (cont’d)](https://image.slidesharecdn.com/r03basicsofreportingreportsetuppart1-141010120526-conversion-gate01/85/R03-Basics-of-Reporting-Report-Setup-Part-1-25-320.jpg)
![Locate the [Asset] Asset ID field in the Display fields list Select the [Asset] Asset ID field and select the left arrow The [Asset] Asset ID field will be removed from the Display List
Adding, Removing, and Reordering Fields: Hands-On (cont’d)](https://image.slidesharecdn.com/r03basicsofreportingreportsetuppart1-141010120526-conversion-gate01/85/R03-Basics-of-Reporting-Report-Setup-Part-1-26-320.jpg)
![Find the [Asset] Asset Name field in the Available field list Double-click on the [Asset] Asset Name field to move to the Display fields
Adding, Removing, and Reordering Fields: Hands-On (cont’d)](https://image.slidesharecdn.com/r03basicsofreportingreportsetuppart1-141010120526-conversion-gate01/85/R03-Basics-of-Reporting-Report-Setup-Part-1-27-320.jpg)
![Find and select the [Asset] Asset Name field in the Display List Click the up arrow until the field is displayed above the Parent Location
Adding, Removing, and Reordering Fields: Hands-On (cont’d)](https://image.slidesharecdn.com/r03basicsofreportingreportsetuppart1-141010120526-conversion-gate01/85/R03-Basics-of-Reporting-Report-Setup-Part-1-28-320.jpg)
![Move the [WO] Requester Name field to just below the [WO] Work Order # field Apply the Report Setup changes
Adding, Removing, and Reordering Fields: Hands-On (cont’d)](https://image.slidesharecdn.com/r03basicsofreportingreportsetuppart1-141010120526-conversion-gate01/85/R03-Basics-of-Reporting-Report-Setup-Part-1-29-320.jpg)
![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
Sorting and Grouping: Hands-On (cont’d)](https://image.slidesharecdn.com/r03basicsofreportingreportsetuppart1-141010120526-conversion-gate01/85/R03-Basics-of-Reporting-Report-Setup-Part-1-41-320.jpg)
![Click on the Sort 2 dropdown and scroll down to the [WO] Priority Desc field Select [WO] Priority Desc
Sorting and Grouping: Hands-On (cont’d)](https://image.slidesharecdn.com/r03basicsofreportingreportsetuppart1-141010120526-conversion-gate01/85/R03-Basics-of-Reporting-Report-Setup-Part-1-42-320.jpg)
![Mark indicators for Group and Total for both Sort 1 and Sort 2 Select the [WO] Target Date field for the Sort 3 prompt
Sorting and Grouping: Hands-On (cont’d)](https://image.slidesharecdn.com/r03basicsofreportingreportsetuppart1-141010120526-conversion-gate01/85/R03-Basics-of-Reporting-Report-Setup-Part-1-43-320.jpg)
R03 - Basics of Reporting: Report Setup Part 1
- 1. Basics of Reporting: Report Setup – Part 1 (R03) Reporting Track
- 2. 1.Open Internet Explorer 2.Type into the address bar: www.maintenanceconnection.com 3.Click Log In button 4.Enter the following: Member ID: Password: Note: During the seminar, please do not “Save” while following along with a specific example unless directed to do so by your course instructor. Wireless SSID: CHECKPOINT Wireless Password: CHECKPOINT Logon Instructions
- 3. Presenter Name: Background information: •Role and expertise at Maintenance Connection •Fun Fact Presenter Bio
- 4. Report Setup Defined Sorting and Grouping Agenda
- 5. Report Setup Overview Field List Defined Removing Fields Reordering Fields Report Setup Defined
- 6. Configuration changes take place from the Report Setup Ability to alter many aspects of Report presentation (e.g. grouping, layout) Report Setup Overview
- 7. Access Report Setup in three ways: •Report Preview window Report Setup Overview (cont’d)
- 8. •Reporter List Report Setup Overview (cont’d)
- 9. •Right-clicking on Report Name Report Setup Overview (cont’d)
- 10. Summary information located at very top of Report Setup Window •Report Name •Managed By Report Setup Overview (cont’d)
- 11. Report Setup sub-tabs include: •Sort / Group •Layout •Style / Format Report Setup Overview (cont’d)
- 12. •Charts / KPIs •Sub-Reports •Smart Elements Report Setup Overview (cont’d)
- 13. •Schedule •Groups •Security •Advanced Report Setup Overview (cont’d)
- 14. Available and Display Field Lists located at the top of Report Setup window Field List Defined
- 15. 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)
- 16. Fields available will depend on the type of Report Dependent on tables joined to report Field List Defined (cont’d)
- 17. Typically Work Order Reports will have fields from the following tables: •WO (Work Order) •Asset •AssetHierarchy •Labor / WOLabor Field List Defined (cont’d)
- 18. 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)
- 19. 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
- 20. 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
- 21. Now let’s practice adding fields to a report, removing unnecessary fields, and reordering fields! Adding, Removing, and Reordering Fields: Hands-On
- 22. 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, Removing, and Reordering Fields: Hands-On (cont’d)
- 23. 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, Removing, and Reordering Fields: Hands-On (cont’d)
- 24. Locate your Report in the Report List Open the Report Setup Scroll down Available field list and find [WO] Requester Name Adding, Removing, and Reordering Fields: Hands-On (cont’d)
- 25. Click on the [WO] Requester Name field and click on the right arrow The [WO] Requester Name field will move to the Display list Adding, Removing, and Reordering Fields: Hands-On (cont’d)
- 26. Locate the [Asset] Asset ID field in the Display fields list Select the [Asset] Asset ID field and select the left arrow The [Asset] Asset ID field will be removed from the Display List Adding, Removing, and Reordering Fields: Hands-On (cont’d)
- 27. Find the [Asset] Asset Name field in the Available field list Double-click on the [Asset] Asset Name field to move to the Display fields Adding, Removing, and Reordering Fields: Hands-On (cont’d)
- 28. Find and select the [Asset] Asset Name field in the Display List Click the up arrow until the field is displayed above the Parent Location Adding, Removing, and Reordering Fields: Hands-On (cont’d)
- 29. Move the [WO] Requester Name field to just below the [WO] Work Order # field Apply the Report Setup changes Adding, Removing, and Reordering Fields: Hands-On (cont’d)
- 30. Report columns should look similar to the following: Adding, Removing, and Reordering Fields: Hands-On (cont’d)
- 31. You have now successfully completed adding, removing, and reordering fields on a report! Adding, Removing, and Reordering Fields: Hands-On (cont’d)
- 32. Sorting and Grouping Overview Sorting Results Grouping Results Sorting and Grouping
- 33. 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
- 34. 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)
- 35. Up to five Sort fields available for each Report Sorting and Grouping Overview (cont’d)
- 36. Records ordered on Report by sort order specified Ascending or descending sort order can be defined Sorting Results
- 37. 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)
- 38. 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
- 39. Same Classification grouped together Sub-Groups listed in Header if defined Example of using sub-groupings: Grouping Results (cont’d)
- 40. Now let’s practice adding Sorting and Grouping to a report! Sorting and Grouping: Hands-On
- 41. 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 Sorting and Grouping: Hands-On (cont’d)
- 42. Click on the Sort 2 dropdown and scroll down to the [WO] Priority Desc field Select [WO] Priority Desc Sorting and Grouping: Hands-On (cont’d)
- 43. Mark indicators for Group and Total for both Sort 1 and Sort 2 Select the [WO] Target Date field for the Sort 3 prompt Sorting and Grouping: Hands-On (cont’d)
- 44. Sort definition should appear as follows: Sorting and Grouping: Hands-On (cont’d)
- 45. Click Apply to preview Report Report Preview window should display similar to the following: Sorting and Grouping: Hands-On (cont’d)
- 46. You have now successfully added Sorting and Grouping to a report! Sorting and Grouping: Hands-On (cont’d)
- 47. For access to documentation and tutorials, reference www.mcuserconnect.com MC User Connect
- 48. MCUC Documentation / Tutorials Article PDF Video Tutorial User Guide Reporter Tutorial – Basic Additional Resources
- 49. Did you know you can take a Quiz to test your knowledge of today’s content? •Check it out on MC User Connect! (www.mcuserconnect.com) •Located in the MC eLearning folder Reporter Course Quizzes Test Your Knowledge…