Basics of Reporting Overview Part 1 (MCUI)

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R01|Basics of Reporting: Overview (Part 1)

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Reporting Defined
Report Components
Locating and Creating Reports
Agenda

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Reporting Overview
Report Types
Reporting Defined

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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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Interactive Example 1
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• R01 – Accessing the Reporter, Navigating
Reporter Dialog

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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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• Settings
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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Interactive Example 2
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• R01 – Viewing Report Components –
Report Criteria, 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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• Starting in v7.0, Custom Report Groups
can be saved as Favorites.
Creating Report Groups (cont’d)

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• Report Setup  Groups  Custom
Groups sub-tab (individually select) 
Click Apply to complete
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)

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Interactive Example 3
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• R01 – Create Report copy, Custom Report
Folders

38. Thank You for
Attending!