This session will discuss the different types of reports available, the basic building blocks of a report, and their locations.

1. MC University
R01|Basics of Reporting: Overview (Part 1)

2. MC University
Reporting Defined
Report Components
Locating and Creating Reports
Agenda

3. MC University
Reporting Overview
Report Types
Reporting Defined

4. MC University
Expose valuable data accumulated in
your system
Good data in = good data out!
Reporting Overview

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Reporter functionality includes:
• Built-in proprietary reporting engine
• Over 300 base reports
• Configurable to meet organizational needs
Reporting Overview (cont’d)

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Three main types of reports:
• List Reports
• Summary Reports
• Custom Reports
Each type has a unique purpose
Report Types

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List Report:
• Set of records (e.g. Assets, Work Orders)
• Separate row for each record
• Specific detail in columns on each record
(e.g. Work Order number, Reason)
Report Types (cont’d)

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Summary Report:
• Summary calculations (e.g. count or sum
per row)
• Pivot Reports (dynamic aggregations)
Report Types (cont’d)

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Custom Report:
• Developed outside of Reporter
• Unique formatting or layout requirements
• Cannot be modified by end-user
Report Types (cont’d)

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Report Components Overview
Report Criteria
Report Setup
Report Components

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Two main components of all reports:
• Criteria for determining which rows or
records to display
• Setup to determine what data or columns
to display
Report Components Overview

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Determines which rows are displayed
on List Reports
No criteria = all rows of data displayed!
Report Criteria

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Define criteria until data set matches
desired report outcome
More criteria will result in further
limited results
Report Criteria (cont’d)

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Determines what data or columns will
be displayed
Controls report presentation
Report Setup

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Common components of report Setup:
• Available and Display Fields (Columns)
Report Setup (cont’d)

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• Sort / Group
Report Setup (cont’d)

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• Layout
Report Setup (cont’d)

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• Style / Format
Report Setup (cont’d)

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• Charts / KPIs
Report Setup (cont’d)

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• Sub-Reports
Report Setup (cont’d)

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• Smart Elements
Report Setup (cont’d)

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• Schedule
Report Setup (cont’d)

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• Groups
Report Setup (cont’d)

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• Security
Report Setup (cont’d)

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• Advanced
Report Setup (cont’d)

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Report Components: Example
Now let’s take a look at the different
components of a Report: the Report Criteria
and Report Setup!

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Locating Reports
Creating Reports
Creating Report Groups
Locating and Creating Reports

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Two ways to locate a report:
• Report List
• Searching
Locating Reports

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Must begin with an existing report and
make a copy
Keep Base Reports unmodified!
Creating Reports

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Organize report lists into a manageable
state
Give access to specific reports to
individual or group
Creating Report Groups

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Two ways to add or remove reports
from Custom Group:
• Right click on Custom Group folder  Edit
Report Group
Creating Report Groups (cont’d)

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• Report Setup  Groups  Custom
Groups sub-tab (individually select)
Creating Report Groups (cont’d)

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Select Indicator next to Report Group to
add a Report to a specific Group
Creating Report Groups (cont’d)

34. MC University
Creating Reports and Report Groups: Example
Now let’s create a new Report and Custom
Report Group!

35. Thank You for
Watching!