Intermediate Reporting - Report Configuration (MCI)

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R05|Intermediate Reporting: Report Configuration

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Data Relationships Defined
Report Criteria Tips
Agenda

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Data Relationships Overview
Duplication of Records
Data Relationships Defined

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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

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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)

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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)

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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)

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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:
• R05 – Viewing One-to-One and One-to-
Many Reports

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

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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)

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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:
• R05 – Understanding Duplication on
Reports

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

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Field prompts for Report Criteria window
will vary based on Report
Tailor which prompts to include or exclude
Modifying Report Criteria

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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)

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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)

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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)

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Example of the SQL Where Fields:
Modifying Report Criteria (cont’d)

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

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

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

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

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

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

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

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

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

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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:
• R05 – Adding New Criteria Fields

28. Thank You for
Attending!