The document provides an overview of accessing and running reports in MC University's reporting system. It describes how to locate reports using report groups, run reports by clicking the run button, and set report criteria through the criteria dialog window to filter records displayed in the report. The document also includes examples of common report criteria components like fields, values, and operators used to define criteria expressions. Finally, hands-on instructions are given for copying an existing report and adding custom criteria to only display open work orders that are not on hold or preventative maintenance and have a target date in the current year.

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R02|Basics of Reporting: Overview (Part 2)

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Running Reports Defined
Report Criteria Defined
Agenda

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Accessing Reports and Report Groups
Running Reports
Report Criteria
Running Reports Defined

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Reports are accessed through Reports
button in menu
• Displays Report Groups and Report List
available for selection
Selected Report can be opened and
viewed in the Report Preview Window
Accessing Reports and Report Groups

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Report Groups are used to narrow
down list of Reports
Custom Groups can be created for
unique Report groups or for individuals
Accessing Reports and Report Groups (cont’d)

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Three ways to open Report:
• Click on Report  Run Report
Running Reports

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• Double-click on Report Name
Running Reports (cont’d)

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• Right mouse click on Report  Run Report
Running Reports (cont’d)

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Now let’s practice locating and
selecting a report!
Locating and Selecting Reports: Hands-On

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Locate and select the Reports button
from the menu
Find the Base Groups folder titled Asset
Reports
Locating and Selecting Reports: Hands-On

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Click once on the Asset List by
Classification Report to highlight it
Select the Run Report button
Locating and Selecting Reports: Hands-On

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Report Criteria Dialog will appear:
Locating and Selecting Reports: Hands-On

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You have now successfully completed
locating and selecting a Report!
Locating and Selecting Reports: Hands-On

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After Report is selected to be run, the
Report Criteria window displays
Criteria can be modified as needed
Report Criteria

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Report can be run without changing
criteria by clicking Apply:
Report Criteria (cont’d)

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Report Criteria Overview
Criteria Components
Report Criteria Examples
Report Criteria Defined

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Variables defined to create filter for
records on Report
Criteria is added through the Report
Criteria Dialog
Report Criteria Overview

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Fixed criteria is displayed at top of
Criteria Dialog (if applicable)
Must have permissions to access
Advanced tab of Report Setup
Report Criteria Overview (cont’d)

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Save Criteria indicator honors changes
made to criteria each time Report is run
• Criteria is maintained until next time the
Save Criteria is used
Report Criteria Overview (cont’d)

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Criteria can be displayed in Report
Preview window
Report Criteria Overview (cont’d)

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More option defines custom criteria for
individual run of Report
Report Criteria Overview (cont’d)

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Report Criteria dialog features:
• Variable Field List
• Separate Expressions per Row
• Logical Prompts
• Cumulative Filtering
Report Criteria Overview (cont’d)

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Each expression used to define criteria
has three components:
• Field on which the expression is based
• Value that the expression must meet
• Control that defines relationship between
field and value
Criteria Components

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Examples of fields for which expression
is based:
Criteria Components (cont’d)

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Examples of values that expression
must meet:
Criteria Components (cont’d)

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Examples of defining a relationship
between field and value:
Criteria Components (cont’d)

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Work Order Report Criteria for specific
Assets over the last / next 12 months:
Report Criteria Examples

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Expired Warranty Asset Count Criteria:
Report Criteria Examples (cont’d)

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Stocked Items With Low On Hand Amount:
Report Criteria Examples (cont’d)

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Now let’s add Report Criteria to only
show Work Orders which are:
• Open
• Not Preventive Maintenance (PM)
• Not On-Hold
• Targeted for Current Year
Adding Report Criteria: Hands-On

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Select the Work Order (Open) Reports
folder on the left of the Reporter screen
Locate the Open Work Order List and
select it
Click Copy Report
Adding Report Criteria: Hands-On (cont’d)

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Enter a name for your Report
• Example: “Open Work Order List – Initials
– Date”
If necessary, specify a Repair Center in
the Managed By field
Click Apply
Adding Report Criteria: Hands-On (cont’d)

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Fixed criteria should show WO.IsOpen=1
Exclude Work Orders On-Hold:
• Field: Status
• Operator: Is Not
• Value: On-Hold
Adding Report Criteria: Hands-On (cont’d)

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Include Work Orders within a specific
date range:
• Field: Target Date
• Operator: is Within
• Value: Current Year
Adding Report Criteria: Hands-On (cont’d)

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Exclude Preventive Maintenance Work
Orders:
• Field: Generated
• Operator: Is
• Value: No
Adding Report Criteria: Hands-On (cont’d)

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Select Save Criteria indicator to save
changes made
Click Apply
Adding Report Criteria: Hands-On (cont’d)

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Newly-defined report will display in the
Report Preview window:
Adding Report Criteria: Hands-On (cont’d)

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You have now successfully completed
adding Report Criteria to limit results on
a Report!
Adding Report Criteria: Hands-On (cont’d)

39. Thank You for
Watching!