R04 - Basics of Reporting Report Setup Part 2 (MCU)
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This document provides an overview and instructions for adding charts to reports in MC University's reporting tool. It defines four types of charts - pie, bar, line, and area - that can be added to enhance reports. It also explains how to set up and customize charts, including choosing image or flash format, size, data source, and other properties. The document concludes with a hands-on example of adding a pie chart to a sample work order report.
![MC University
Set the Chart By to [WO] Priority Desc
Set the Chart Function to Count
Set the Chart Function For to None
Defining Charts: Hands-On (cont’d)](https://image.slidesharecdn.com/r04basicsofreportingreportsetuppart2mcu-141226170142-conversion-gate02/85/R04-Basics-of-Reporting-Report-Setup-Part-2-MCU-20-320.jpg)
![MC University
Open your test Report
Navigate to the Report Setup
Locate the [Asset] Priority field in the
Available Fields List
Edit Field Labels and Description: Hands-On](https://image.slidesharecdn.com/r04basicsofreportingreportsetuppart2mcu-141226170142-conversion-gate02/85/R04-Basics-of-Reporting-Report-Setup-Part-2-MCU-30-320.jpg)
![MC University
Select [Asset] Priority and use the right
arrow to move it to the Display Fields List
Click on the Edit button for the [Asset]
Priority field in the Display Fields List
Edit Field Labels and Description: Hands-On](https://image.slidesharecdn.com/r04basicsofreportingreportsetuppart2mcu-141226170142-conversion-gate02/85/R04-Basics-of-Reporting-Report-Setup-Part-2-MCU-31-320.jpg)
R04 - Basics of Reporting Report Setup Part 2 (MCU)
- 1. MC University R04|Basics of Reporting: Report Setup (Part 2)
- 2. MC University Report Charts Defined Reporting Tips and Tricks Agenda
- 3. MC University Report Charts Overview Defining Charts Report Charts Defined
- 4. MC University Charts can be used to: • Provide visual representation of valuable factors in data Report Charts Overview
- 5. MC University • Enhance appearance of reports Report Charts Overview (cont’d)
- 6. MC University • Summarize data listed on reports Report Charts Overview (cont’d)
- 7. MC University • Show a different side of the same data Report Charts Overview (cont’d)
- 8. MC University Charts / KPIs sub-tab of Report Setup provides access to three Charts Can add one or more Charts to an individual report Defining Charts
- 9. MC University Four different types of Charts: • Pie • Bar • Line • Area Defining Charts (cont’d)
- 10. MC University Charts are available in two different Formats: • Image • Flash Defining Charts (cont’d)
- 11. MC University Image: • Typically better for Pie Charts • Ability to alter Chart Type • Can be emailed or exported Defining Charts (cont’d)
- 12. MC University Flash: • Image is enhanced • No cycling through formats Defining Charts (cont’d)
- 13. MC University • Hover over chart sections for summary calculations • NOT designed for inclusion in emailed reports Defining Charts (cont’d)
- 14. MC University Other Chart details can also be defined: • Chart Size / Position • Chart By • Chart Function • Chart Function For • Chart Name (Label) Defining Charts (cont’d)
- 15. MC University Now let’s practice creating a test Report and define a Chart for the Report! Defining Charts: Hands-On
- 16. 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 Defining Charts: Hands-On (cont’d)
- 17. MC University Enter a unique name for your Report • Example: “Open Work Order List – Your Initials – Date” If necessary, specify a Repair Center for the Managed By field Click Apply Defining Charts: Hands-On (cont’d)
- 18. MC University Locate your newly created Report Navigate to the Report Setup Charts / KPIs tab Select the Type of Chart as a Pie Chart Defining Charts: Hands-On (cont’d)
- 19. MC University Select the Format of the Chart as an Image Select the Chart Size as Large and the Chart Position as displaying at the Top Defining Charts: Hands-On (cont’d)
- 20. MC University Set the Chart By to [WO] Priority Desc Set the Chart Function to Count Set the Chart Function For to None Defining Charts: Hands-On (cont’d)
- 21. MC University Specify a Chart Name Click Apply to save changes Defining Charts: Hands-On (cont’d)
- 22. MC University Chart will appear similar to as follows and will have the ability to cycle through multiple formats: Defining Charts: Hands-On (cont’d)
- 23. MC University You have now succesfully completed creating a test Report and adding a Chart! Defining Charts: Hands-On (cont’d)
- 24. MC University Edit Field Labels Edit Report Description Drag and Drop Columns Report Layout Indicators Report Tips and Tricks
- 25. MC University Descriptive label for each field can be modified as needed Changes only affect label for that particular report Edit Field Labels
- 26. MC University Edit Label from Display field Edit dialog Field Label (Custom) field used to specify and display new label Edit Field Labels (cont’d)
- 27. MC University From Layout tab, ensure “Display Report Description” indicator is enabled From Advanced tab Report Profile sub- tab enter desired description Edit Report Description
- 28. MC University Often used to provide additional explanatory information to recipients of report Appears in two places: • Displayed directly below report title • When hovering over report name Edit Report Description (cont’d)
- 29. MC University Now let’s practice editing Field Labels and the Report Description for your test Report! Edit Field Labels and Description: Hands-On
- 30. MC University Open your test Report Navigate to the Report Setup Locate the [Asset] Priority field in the Available Fields List Edit Field Labels and Description: Hands-On
- 31. MC University Select [Asset] Priority and use the right arrow to move it to the Display Fields List Click on the Edit button for the [Asset] Priority field in the Display Fields List Edit Field Labels and Description: Hands-On
- 32. MC University In the Field Label (Custom) field, enter Asset Priority Apply your changes to the Report Field Options Dialog and the Report Setup Edit Field Labels and Description: Hands-On
- 33. MC University The Field Label will now reflect the changes: Edit Field Labels and Description: Hands-On
- 34. MC University Now, navigate to the Report Setup of your test Report Select the Advanced tab From the Report Profile sub-tab, locate the Description field Edit Field Labels and Description: Hands-On
- 35. MC University Enter a Description for your Report Navigate to the Layout tab Ensure the Display Report Description indicator is checked Apply your changes Edit Field Labels and Description: Hands-On
- 36. MC University Report Description will appear under the Report Title: Edit Field Labels and Description: Hands-On
- 37. MC University You have now successfully completed editing Field Labels and the Report Description for your test Report! Edit Field Labels and Description: Hands-On
- 38. MC University Dynamically change field order from Report Preview window Click and hold field, and drag to new location Drag and Drop Columns
- 39. MC University Quickly modify display of report using indicators on the Layout tab Report Layout Indicators
- 40. MC University Display Column Lines indicator determines whether or not column or grid lines appear on report Helpful if report contains multiple numeric columns! Report Layout Indicators (cont’d)
- 41. MC University Report Criteria / Format Criteria displays explanatory information Criteria from Criteria Dialog and any special formatting applied will appear Report Layout Indicators (cont’d)