R10 | Advanced Reporting - Report Setup and Summary Reports (MCUI)
0 likes1,250 views
This document provides an overview of summary reports in advanced reporting. Summary reports aggregate and summarize data using calculations like average, count, and sum. They present high-level data in a simple, easy to read format. Examples of summary reports include asset count by repair center and work order count with average days to close. The document also discusses smart edit features that allow editing data directly in reports and custom group headers that provide additional formatting for report groupings.
R10 | Advanced Reporting - Report Setup and Summary Reports (MCUI)
- 1. MC University R10|Advanced Reporting: Report Setup and Summary Reports
- 2. MC University Summary Reports Defined Advanced Report Setup Options Agenda
- 3. MC University Summary Reports Overview Summary Reports
- 4. MC University Summary Reports are used to show aggregations of data • Calculations like Average, Count, or Sum Summary Reports Overview
- 5. MC University Different types of Summary Reports can be created Summary Reports present high level data in a simple to read format Summary Reports Overview (cont’d)
- 6. MC University Utilizes advanced reporting features New Summary Reports typically copied from existing Summary Report Summary Reports Overview (cont’d)
- 7. MC University Pivot Reports are a special type of Summary Report that displays aggregated data along two dimensions Summary Reports Overview (cont’d)
- 8. MC University Examples of Summary Reports: • Asset Count by Repair Center Summary Reports Overview (cont’d)
- 9. MC University Examples of Summary Reports: • Number of Incidents and Total Down Time Summary Reports Overview (cont’d)
- 10. MC University Examples of Summary Reports: • Work Order Count and Average Days to Close Summary Reports Overview (cont’d)
- 11. MC University Interactive Example 1 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • R10 – Create Summary Report – Closed Work Order Count by Priority with Average Days to Close
- 12. MC University Smart Edit Custom Group Headers Advanced Report Setup Options
- 13. MC University Smart Actions let users work directly within reports Smart Edit allows users to edit fields and update statuses within reports Be careful to set up correctly Smart Edit
- 14. MC University Editable Reports: • Text fields display with text box to edit • Indicator fields will display checkbox • Surrounding text italicizes in bold green once record has saved Smart Edit (cont’d)
- 15. MC University Update record status with Smart Buttons: • Processes actions on Work Orders or Purchase Orders • Multiple buttons can be displayed • Complete / Close Dialog can be opened! Smart Edit (cont’d)
- 16. MC University Interactive Example 2 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • R10 – Using Smart Edit Feature on Reports
- 17. MC University Standard report headers display for grouping defined on reports Custom Headers available for Base Report Groups Custom Group Headers
- 18. MC University Custom Headers allow: • Aggregate date groupings • Adding value to standard descriptions • Creating unique headers using SQL and HTML Custom Group Headers (cont’d)
- 19. MC University Custom Header dialog allows users to: • Select Custom Header for Group • Create new headers • Edit or delete existing headers Custom Group Headers (cont’d)
- 20. MC University Valuable charting features available when using date aggregations • Example of Requests by Month using aggregate date grouping: Custom Group Headers (cont’d)
- 21. MC University Asset Reports • Predefined Custom Header options Custom Group Headers (cont’d)
- 22. MC University Advanced users with HTML and SQL experience can create new Custom Headers Custom Group Headers (cont’d)
- 23. MC University Interactive Example 3 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • R10 – Adding and Using Custom Headers on a Report