R08 - Intermediate Reporting: Email, Schedule, and Export
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This document provides a detailed guide on intermediate reporting using the Maintenance Connection software, covering how to email, schedule, and export reports. It includes step-by-step instructions for logging in, utilizing email report functions, scheduling reports for automatic distribution, and exporting reports in various formats. Additionally, it offers resources for further learning and testing knowledge through quizzes.
R08 - Intermediate Reporting: Email, Schedule, and Export
- 1. Intermediate Reporting: Email, Schedule and Export (R08) 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. Emailing Reports Defined Scheduling Reports Defined Exporting Reports Defined Agenda
- 5. Emailing Reports Overview Email Report Dialog Email Preferences Emailing Reports Defined
- 6. Report content can be manually emailed to selected recipients Access email function from the toolbar of the Report Preview Window Emailing Reports Overview
- 7. Email Report Dialog defines email information From Name: •Logged in User •System preference To Address: •Manually enter •Click “To” Email Report Dialog
- 8. Add recipient email address from: •Address Book •Contacts •Labor (Employees) or (Contractors) •Requesters Email Report Dialog (cont’d)
- 9. Address Book will maintain a list of email contacts Only accessible to edit when emailing reports Email Report Dialog (cont’d)
- 10. Select recipient from available list Grey names do not have email addresses Email Report Dialog (cont’d)
- 11. Priority selected will alert recipient Subject automatically filled in with report name Email Report Dialog (cont’d)
- 12. HTML or PDF version can be chosen Message entered will appear above report content Email Report Dialog (cont’d)
- 13. Located in Report Preferences folder Repair Center or personal preference options available Email Preferences
- 14. Preferences for emailing reports include: •Return path for bounced emails •BCC and CC email list for outgoing emails •From information Email Preferences (cont’d)
- 15. Now let’s practice running and emailing Reports! Email Report: Hands-On
- 16. Access the Reporter and select a Report to run Select the Email button Email Report: Hands-On (cont’d)
- 17. Enter your email into the To Address field Set the Priority to High Type your name into the Message Select Apply Email Report: Hands-On (cont’d)
- 18. Report will appear in email inbox: Email Report: Hands-On (cont’d)
- 19. You have now succesfully completed running and emailing a Report! Email Report: Hands-On (cont’d)
- 20. Scheduling Reports Overview Email Sub-Tab Smart Email Sub-Tab File Sub-Tab Scheduling Reports Defined
- 21. Reports can be scheduled for automatic distribution to specified individuals Schedule Tab of Report Setup is used to define parameters Scheduling Reports Overview
- 22. Email schedule must be set to “On” from Email sub-tab Maintenance Connection Agent Service required Scheduling Reports Overview (cont’d)
- 23. Schedule settings should be defined: •Frequency of emailed report •When report should begin emailing •Attachment type •From Name and From Email Email Sub-Tab
- 24. Options to: •Limit report sending •Exclude specific days •Add specific Recipients Email Sub-Tab (cont’d)
- 25. Enable Smart elements for emailed reports Email editable forms and reports to users Smart Email Sub-Tab
- 26. Indicator will add button to Open Report in Smart Mode Use ony if report has Smart functionality! Smart Email Sub-Tab (cont’d)
- 27. Auto-Login options include: •No Automatic Login •Use Email Addresses then Auto-Login User •Use Email Addresses Only •Use Auto-Login User Only Smart Email Sub-Tab (cont’d)
- 28. In this example the Smart Email function is going to be used to edit fields from an emailed report Smart Email: Example
- 29. Work Order Reason field made editable through Smart functionality: Smart Email: Example (cont’d)
- 30. Indicator is checked to ensure Open Report in Smart Mode button is on report: Smart Email: Example (cont’d)
- 31. Auto-login is set to “No Automatic Login”: Smart Email: Example (cont’d)
- 32. Open Report in Smart Mode will open new web browser to enter login credentials: Smart Email: Example (cont’d)
- 33. Report will display with Reason field in editable state, and Log-off replaces the usual Close option to exit report: Smart Email: Example (cont’d)
- 34. Reports can be automatically generated at specified intervals •File sub-tab establishes settings Only supported with On-Premise installations File Sub-Tab
- 35. Exporting Reports Overview Exporting Reports Defined
- 36. To export a report, click on the Export button in the Report Preview Toolbar Export Dialog will display with available Export options Exporting Reports Overview
- 37. Reports can be exported into a variety of formats: •PDF •HTML •CSV •XML •Excel •Word Exporting Reports Overview (cont’d)
- 38. In this example the Open Work Order List Report will be exported to an HTML File Exporting Reports: Example
- 39. Open Work Order List is run and Export button is selected: Exporting Reports: Example (cont’d)
- 40. After HTML File (.htm) is selected, file is created and is ready to save: Exporting Reports: Example (cont’d)
- 41. When file is opened, Report will appear in new web browser as an HTML File: Exporting Reports: Example (cont’d)
- 42. Now let’s practice exporting a base report to a Comma-Delimited (.csv) file! Exporting Reports: Hands-On
- 43. Access the Reporter and run a non- custom Report Select the Export button Exporting Reports: Hands-On (cont’d)
- 44. Click on the Comma-Delimited (.csv) option Choose a location to save your file and enter a name Save and open the file Exporting Reports: Hands-On (cont’d)
- 45. Excel will open and present the content of the Report: Exporting Reports: Hands-On (cont’d)
- 46. You have now succesfully completed running and exporting a Report to a Comma-Delimited (.csv) file! Exporting Reports: 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 – Intermediate 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…