V7.0-05 - Reporting with MC v7.0
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This document summarizes new features in the MC v7.0 reporting tool, including smart search functionality, an enhanced criteria pane, custom report groups that can be saved as favorites or made private, and miscellaneous updates. Smart search allows dynamic searching across columns, the criteria pane provides filtering on a default field, and smart actions can now be applied to report groups. The criteria library allows storing common criteria for reports. Groups and tabs were also realigned for improved usability. Interactive examples and a quiz are provided to help users learn the new skills.
V7.0-05 - Reporting with MC v7.0
- 1. V7.0-05|Reporting with MC v7.0 MC University
- 2. MC University Agenda Smart Functionality Enhancements Criteria Library Custom Report Groups Miscellaneous Updates
- 3. MC University Smart Functionality Enhancements Smart Search Smart Pane (Criteria) Smart Actions
- 4. MC University Smart Search New feature allows dynamic searching for data in columns within reports • Especially helpful for reports with extensive records
- 5. MC University Smart Search (cont’d) Options to search globally (Single Search) or by column (Multiple Column Search) through new Smart Search tab
- 6. MC University Smart Search (cont’d) Single Search:
- 7. MC University Smart Search (cont’d) Multiple Column Search:
- 8. MC University Interactive Example Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • V7.0-05 – Using Smart Search Example 1
- 9. MC University Smart Pane (Criteria) Dynamic report record filter enhanced and relabeled as Smart Pane New capability to provide filtering on the attribute defined as “Default Criteria Field”
- 10. MC University Smart Pane (Criteria) (cont’d) Default Criteria Field will determine data used for Smart Criteria Pane
- 11. MC University Interactive Example Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • V7.0-05 – Using Smart Pane / Criteria Example 2
- 12. MC University Smart Actions Can now be applied to a defined report grouping
- 13. MC University Smart Actions (cont’d) “Save All” button now changed to “Save” • Still saves all records on Report!
- 14. MC University Criteria Library Criteria Library Overview Create Library Permissions How to Use Criteria Library
- 15. MC University Criteria Library Overview Create library of commonly used criteria to select when running a given report • Once created available for all Reports
- 16. MC University Criteria Library Overview (cont’d) Selections are made from new Criteria Library section to populate associated Criteria
- 17. MC University Criteria Library Permissions All users have access to Criteria Library Ability to create, edit, delete, or set as default are permission based
- 18. MC University How to Use Criteria Library Selecting “New” button will allow users to add records to Criteria Library
- 19. MC University How to Use Criteria Library (cont’d) Criteria is filled in for selected Criteria Library record
- 20. MC University How to Use Criteria Library (cont’d) Criteria is saved
- 21. MC University How to Use Criteria Library (cont’d) Set Criteria Library as Default
- 22. MC University How to Use Criteria Library (cont’d) Criteria Name updated using Edit button Edit Criteria fields at any time and Save to make changes
- 23. MC University Interactive Example Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • V7.0-05 – Adding and Using the Criteria Library Example 3
- 24. MC University Custom Report Groups Save as Favorite Custom Report Group Privacy
- 25. MC University Save as Favorite Custom Report Groups can now be saved as Favorites Provides expedient access to widely used reports
- 26. MC University Save as Favorite (cont’d) Steps to add a Custom Report Group to Favorites Menu: • Right mouse click and select “Edit Report Group”
- 27. MC University Save as Favorite (cont’d) • Mark Group as “Favorite Group”
- 28. MC University Save as Favorite (cont’d) • Reports from Group can then be accessed through Favorites Menu
- 29. MC University Interactive Example Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • V7.0-05 – Save Custom Group as Favorite Example 4
- 30. MC University Custom Report Group Privacy Custom Groups can now be made private to be setup for exclusive use Groups marked as Private will only display for member who created Group
- 31. MC University Custom Report Group Privacy (cont’d) Steps to set a Custom Report Group as Private: • Right mouse click and select “Edit Report Group”
- 32. MC University Custom Report Group Privacy (cont’d) • Select “Private Group” and Apply
- 33. MC University Miscellaneous Updates Close Report Window Options Tab Realignment
- 34. MC University Close Report Window Options Two methods for closing Report List: • Click Close button from Footer Bar • Click Reports icon on toolbar
- 35. MC University Close Report Window Options (cont’d) Both options return user to page viewed prior to accessing Reporter
- 36. MC University Tab Realignment Report Setup layout tabs modified to more easily view and set options • First tab labeled General • Previous Layout Tab divided into two tabs
- 37. MC University Don’t Forget Your Homework! Watch the previously recorded course Video or review the course Slides Practice your new skills with the Interactive Examples Test your knowledge of the course material with the Quiz Review the other MC v7.0 courses