Basics of Reporting - Report Setup Part 2 (MCUI)

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R04|Basics of Reporting: Report Setup (Part 2)

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Report Charts Defined
Reporting Tips and Tricks
Agenda

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Report Charts Overview
Defining Charts
Report Charts Defined

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Charts can be used to:
• Provide visual representation of valuable
factors in data
Report Charts Overview

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• Enhance appearance of reports
Report Charts Overview (cont’d)

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• Summarize data listed on reports
Report Charts Overview (cont’d)

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• Show a different side of the same data
Report Charts Overview (cont’d)

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Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• R04 – Accessing Charts and KPIs Tab,
Cycling through Chart Types Example 1

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Charts / KPIs tab of Report Setup
provides access to three Charts
Can add one or more Charts to an
individual report
Defining Charts

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Four different types of Charts:
• Pie
• Bar
• Line
• Area
Defining Charts (cont’d)

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Charts are available in two different
Formats:
• Image
• Flash
Defining Charts (cont’d)

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Image:
• Typically better for Pie Charts
• Ability to alter Chart Type
• Can be emailed or exported
Defining Charts (cont’d)

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Flash:
• Image is enhanced
• No cycling through Chart Type by clicking
Defining Charts (cont’d)

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• Hover over chart sections for summary
calculations
• NOT designed for inclusion in emailed
reports
Defining Charts (cont’d)

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Other Chart details can also be defined:
Defining Charts (cont’d)
• Chart Size / Position
• Chart By
• Chart Function
• Chart Function For
• Chart Name (Label)

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Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• R04 – Adding a Chart to a Report Example 2

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Edit Field Labels
Edit Report Description
Drag and Drop Columns
Report Layout Indicators
Report Tips and Tricks

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Descriptive label for each field can be
modified as needed
Changes only affect label for that
particular report
Edit Field Labels

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Edit Label from Display field Edit dialog
Field Label (Custom) field used to specify
and display new label
Edit Field Labels (cont’d)

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General Tab  Settings sub-tab
Enable “Display Report Description”
Advanced tab  Report Profile sub-tab
Enter desired description
Edit Report Description

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Provides additional explanation to
recipients of report
Appears in two places:
• Displayed directly below report title
• When hovering over report name
Edit Report Description (cont’d)

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Dynamically change field order from
Report Preview window
Click and hold field, and drag to new
location
Drag and Drop Columns

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Quickly modify report’s display using
indicators on the Settings sub-tab
Report Layout Indicators

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Display Column Lines indicator
determines whether or not column or
grid lines appear on report
Helpful if report contains multiple
numeric columns!
Report Layout Indicators (cont’d)

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Report Criteria / Format Criteria displays
explanatory information
Criteria from Criteria Dialog and any
special formatting applied will appear
Report Layout Indicators (cont’d)

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Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• R04 – Editing a Field Label, Report
Description, and Layout Indicators
Example 3

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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 Reporting courses

28. Thank You for
Attending!