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R02 - Basics of Reporting Overview: Part 2 (mcu)
The document provides an overview of accessing and running reports in MC University, detailing how to navigate report groups and the criteria for generating reports. It explains three methods of opening reports and outlines the components of report criteria, including the ability to save and modify these criteria as needed. Additionally, examples of specific report criteria are given to illustrate practical applications.
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R02 - Basics of Reporting Overview: Part 2 (mcu)
- 1. MC University R02|Basics ofReporting: Overview (Part 2)
- 2. MC University Running ReportsDefined Report Criteria Defined Agenda
- 3. MC University Accessing Reportsand Report Groups Running Reports Report Criteria Running Reports Defined
- 4. MC University Reports areaccessed 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
- 5. MC University Report Groupsare 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)
- 6. MC University Three waysto open Report: • Click on Report Run Report Running Reports
- 7. MC University • Double-clickon Report Name Running Reports (cont’d)
- 8. MC University • Rightmouse click on Report Run Report Running Reports (cont’d)
- 9. MC University Locating andSelecting Reports: Example Now let’s practice locating and selecting a report!
- 10. MC University After Reportis selected to be run, the Report Criteria window displays Criteria can be modified as needed Report Criteria
- 11. MC University Report canbe run without changing criteria by clicking Apply: Report Criteria (cont’d)
- 12. MC University Report CriteriaOverview Criteria Components Report Criteria Examples Report Criteria Defined
- 13. MC University Variables definedto create filter for records on Report Criteria is added through the Report Criteria Dialog Report Criteria Overview
- 14. MC University Fixed criteriais displayed at top of Criteria Dialog (if applicable) Must have permissions to access Advanced tab of Report Setup Report Criteria Overview (cont’d)
- 15. MC University Save Criteriaindicator 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)
- 16. MC University Criteria canbe displayed in Report Preview window Report Criteria Overview (cont’d)
- 17. MC University More optiondefines custom criteria for individual run of Report Report Criteria Overview (cont’d)
- 18. MC University Report Criteriadialog features: • Variable Field List • Separate Expressions per Row • Logical Prompts • Cumulative Filtering Report Criteria Overview (cont’d)
- 19. MC University Each expressionused 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
- 20. MC University Examples offields for which expression is based: Criteria Components (cont’d)
- 21. MC University Examples ofvalues that expression must meet: Criteria Components (cont’d)
- 22. MC University Examples ofdefining a relationship between field and value: Criteria Components (cont’d)
- 23. MC University Work OrderReport Criteria for specific Assets over the last / next 12 months: Report Criteria Examples
- 24. MC University Expired WarrantyAsset Count Criteria: Report Criteria Examples (cont’d)
- 25. MC University Stocked ItemsWith Low On Hand Amount: Report Criteria Examples (cont’d)
- 26. MC University Adding ReportCriteria: Example Now let’s add Report Criteria to show Work orders which are: • Open • Not Preventive Maintenance (PM) • Classification of “HVAC Unit” • Target Date of Last Year
- 27.