This intermediate reporting session will discuss best practices for configuring reports including data relationships and report criteria.

1. Intermediate Reporting: Report Configuration (R05)
Reporting Track

2. 1.Open Internet Explorer
2.Type into the address bar: www.maintenanceconnection.com
3.Click Log In button
4.Enter the following: Member ID: R_CHECKPOINT Password: Checkpoint2014
Note: During the seminar, please do not “Save” while following along with a specific example unless directed to do so by your course instructor.
Wireless SSID: CHECKPOINT Wireless Password: CHECKPOINT
Logon Instructions

3. Presenter Name: Andrew Gafken Background information:
•Role and expertise at Maintenance Connection
•Fun Fact
Presenter Bio

4. Data Relationships Defined Report Criteria Tips
Agenda

5. Data Relationships Overview Duplication of Records
Data Relationships Defined

6. Data relationships affect Report presentation and options available Two different types of data relationships for Reports:
•One-to-one
•One-to-many
Data Relationships Overview

7. Simple one-to-one example for Work Order List Report:
•Primary table (Work Order) and secondary table (Asset)
•One Asset record with each Work Order
Data Relationships Overview (cont’d)

8. Complex one-to-many example for Work Order Labor Report:
•There may be many Labor records tied to one Work Order
•Work Order info is “duplicated” for each actual Labor record
Data Relationships Overview (cont’d)

9. Other one-to-many Report examples:
•Multiple Assets linked to Work Order via the Tasks tab
•Training or certification records for Labor resources
•Asset downtime records for an individual Asset
Data Relationships Overview (cont’d)

10. Records may “appear” to be duplicated Avoid by displaying unique information:
•Date
•Hours
•Notes
Duplication of Records

11. Define sorting / grouping at primary level to avoid duplication Example of avoiding duplication:
•Work Order Labor Report (group by Work Order Number)
Duplication of Records (cont’d)

12. Modifying Report Criteria Date Field Filters Understanding Field Names Bypass Criteria Dialog
Report Criteria Tips

13. Field prompts for Report Criteria window will vary based on Report Can tailor which prompts to include or exclude
Modifying Report Criteria

14. Manage Report Criteria Fields Dialog used to modify Criteria options Double-click on Report Criteria grey logo to open Dialog
Modifying Report Criteria (cont’d)

15. Fields to add to Report Criteria are listed in the far-left window
•Format is: table.fieldname Fields listed correspond with Table selected in dropdown
Modifying Report Criteria (cont’d)

16. Criteria fields are added using arrows between the far-left window and Display fields ID fields will require SQL Where Field addition of PK value
Modifying Report Criteria (cont’d)

17. Example of utilizing the SQL Where Field:
Modifying Report Criteria (cont’d)

18. Additional field level details / editing available from blue “info” icon Edit Report Criteria options:
•Edit Criteria Field Label
Modifying Report Criteria (cont’d)

19. •Set default Criteria Values
Modifying Report Criteria (cont’d)

20. •Add FK Lookup Values
Modifying Report Criteria (cont’d)

21. •Select Operator for Lookup Values
Modifying Report Criteria (cont’d)

22. •Manually select Display Order
Modifying Report Criteria (cont’d)

23. Now let’s practice creating a test Report, and adding and removing Report Criteria!
Modifying Report Criteria: Hands-On

24. Select the Closed Work Order List and copy this base Report Enter a unique Report Name
•Example: “Closed Work Order List – Initials – Date”
Modifying Report Criteria: Hands-On (cont’d)

25. Locate and run your test Report The Report Criteria Dialog will appear
Modifying Report Criteria: Hands-On (cont’d)

26. To add Criteria, double-click on the words Report Criteria at top of Dialog
Modifying Report Criteria: Hands-On (cont’d)

27. The Manage Report Criteria Fields Dialog will display:
Modifying Report Criteria: Hands-On (cont’d)

28. Locate the WO.Complete field from the Available list Select WO.Complete and click the right arrow adjacent to the list
Modifying Report Criteria: Hands-On (cont’d)

29. Select the WO.Complete field from the Display Fields List Click the top up arrow until the field appears at the top of the SQL Where Fields List
Modifying Report Criteria: Hands-On (cont’d)

30. Select the WO.TargetDate field from the Display Fields list Click the left arrow to the left of the list
Modifying Report Criteria: Hands-On (cont’d)

31. Click the Apply button at the top of the Manage Report Criteria Fields Dialog Apply or Cancel out of the Report Criteria Dialog window to allow changes to take effect
Modifying Report Criteria: Hands-On (cont’d)

32. Select and run your Report Complete will display at the top of the Report Criteria Dialog and Target Date will no longer be listed
Modifying Report Criteria: Hands-On (cont’d)

33. You have now succesfully completed creating a test Report, and adding and removing Report Criteria!
Modifying Report Criteria: Hands-On (cont’d)

34. Adding date field prompts require additional steps Operator dropdown must be changed to “is” and back to “is within”
Date Field Filters

35. Example of adding a Date field:
Date Field Filters (cont’d)

36. Knowledge of field names is required when adding criteria Find column name by clicking on Field Label from the WorkCenter
Understanding Field Names

37. Bypass Criteria screen when running Reports Remove all fields from Manage Report Criteria Fields screen Caution: Copy Report first!
Bypass Criteria Dialog

38. Now let’s practice editing Report Criteria to bypass Criteria when accessing the Report!
Bypassing Criteria: Hands-On

39. Access your Test Report that was created in the earlier Hands-On example Copy this Report to create a new Test Report
Bypassing Criteria: Hands-On (cont’d)

40. Run your copied Report Double-click on the words Report Criteria at the top of the Dialog
Bypassing Criteria: Hands-On (cont’d)

41. Select the first Display Field and hold the Shift button on your keyboard Scroll down to the bottom of the Display Fields and select the last Criteria field
Bypassing Criteria: Hands-On (cont’d)

42. Select the left arrow next to the Display Fields The Display Fields and SQL Where Fields should be empty
Bypassing Criteria: Hands-On (cont’d)

43. Apply the changes to both the Manage Report Criteria Fields Dialog and the Criteria Dialog Close your Report
Bypassing Criteria: Hands-On (cont’d)

44. Locate and run your Report once more Report will run without the Criteria Dialog appearing
Bypassing Criteria: Hands-On (cont’d)

45. You have now succesfully completed editing Report Criteria to bypass Criteria when running a Report!
Bypassing Criteria: Hands-On (cont’d)

46. For access to documentation and tutorials, reference www.mcuserconnect.com
MC User Connect

47. MCUC Documentation / Tutorials
Article
PDF
Video Tutorial
User Guide
Reporter Tutorial – Intermediate
Additional Resources

48. Did you know you can take a Quiz to test your knowledge of today’s content?
•Check it out on MC User Connect! (www.mcuserconnect.com)
•Located in the MC eLearning folder  Reporter Course Quizzes
Test Your Knowledge…