Advanced Reporting - Report Setup and Summary Reports (MCUI)

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R10|Advanced Reporting: Report Setup and Summary Reports

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Summary Reports Defined
Advanced Report Setup Options
Agenda

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Summary Reports Overview
Summary Reports

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Summary Reports are used to show
aggregations of data
• Calculations like Average, Count, or Sum
Summary Reports Overview

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Different types of Summary Reports can
be created
Summary Reports present high level data
in a simple to read format
Summary Reports Overview (cont’d)

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Utilizes advanced reporting features
New Summary Reports typically copied
from existing Summary Report
Summary Reports Overview (cont’d)

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Pivot Reports are a special type of
Summary Report that displays aggregated
data along two dimensions
Summary Reports Overview (cont’d)

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Examples of Summary Reports:
• Asset Count by Repair Center
Summary Reports Overview (cont’d)

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Examples of Summary Reports:
• Number of Incidents and Total Down Time
Summary Reports Overview (cont’d)

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Examples of Summary Reports:
• Work Order Count and Average Days to Close
Summary Reports 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:
• R10 – Create Summary Report – Closed
Work Order Count by Priority with
Average Days to Close

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Smart Edit
Custom Group Headers
Advanced Report Setup Options

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Smart Actions let users work directly
within reports
Smart Edit allows users to edit fields
and update statuses within reports
Be careful to set up correctly
Smart Edit

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Editable Reports:
• Text fields display with text box to edit
• Indicator fields will display checkbox
• Surrounding text italicizes in bold green
once record has saved
Smart Edit (cont’d)

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Update record status with Smart Buttons:
• Processes actions on Work Orders or
Purchase Orders
• Multiple buttons can be displayed
• Complete / Close Dialog can be opened!
Smart Edit (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:
• R10 – Using Smart Edit Feature on Reports

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Standard report headers display for
grouping defined on reports
Custom Headers available for Base Report
Groups
Custom Group Headers

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Custom Headers allow:
• Aggregate date groupings
• Adding value to standard descriptions
• Creating unique headers using SQL and HTML
Custom Group Headers (cont’d)

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Custom Header dialog allows users to:
• Select Custom Header for Group
• Create new headers
• Edit or delete existing headers
Custom Group Headers (cont’d)

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Valuable charting features available
when using date aggregations
• Example of Requests by Month using
aggregate date grouping:
Custom Group Headers (cont’d)

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Asset Reports
• Predefined Custom Header options
Custom Group Headers (cont’d)

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Advanced users with HTML and SQL
experience can create new Custom
Headers
Custom Group Headers (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:
• R10 – Adding and Using Custom Headers
on a Report

24. Thank You for
Attending!