The document provides an overview of accessing and running reports in MC University. It discusses how reports are accessed through the Reports button and organized into report groups. It describes three ways to open a report and how the report criteria window allows modifying filtering criteria before running the report. Examples of criteria components like fields, values, and controls are provided. The document also includes interactive examples for practicing adding different criteria.

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R02|Basics of Reporting: Overview (Part 2)

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Running Reports Defined
Report Criteria Defined
Agenda

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Accessing Reports and Report Groups
Running Reports
Report Criteria
Running Reports

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Reports are accessed 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

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Report Groups are 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)

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Three ways to open Report:
• Click on Report  Run Report
Running Reports

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• Double-click on Report Name
Running Reports (cont’d)

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• Right mouse click on Report  Run Report
Running Reports (cont’d)

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After Report is selected to be run, the
Report Criteria window displays
Criteria can be modified as needed
Report Criteria

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Report can be run without changing
criteria by clicking Apply:
Report Criteria (cont’d)

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Report Criteria Overview
Criteria Components
Report Criteria Examples
Report Criteria Defined

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Variables defined to create filter for
records on Report
Criteria is added through the Report
Criteria Dialog
Report Criteria Overview

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Save your criteria to the library
• Criteria is maintained until next time the
criteria is saved
Report Criteria Overview (cont’d)

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The Criteria Library
• Select and Apply predefined criteria
Report Criteria Overview (cont’d)

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Fixed criteria is displayed at top of
Criteria Dialog (if applicable)
Must have permissions to access
Advanced tab of Report Setup
Report Criteria Overview (cont’d)

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Criteria can be displayed in Report
Preview window
Report Criteria 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:
• R02 – Fixed Criteria, Save Criteria, Display
Criteria Example 1

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More option defines custom criteria for
individual run of Report
Report Criteria 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:
• R02 – Custom Criteria Settings Example 2

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Report Criteria dialog features:
• Variable Field List
• Separate Expressions per Row
• Logical Prompts
• Cumulative Filtering
Report Criteria Overview (cont’d)

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Each expression used 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

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Examples of fields for which expression
is based:
Criteria Components (cont’d)

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Examples of values that expression
must meet:
Criteria Components (cont’d)

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Controls define relationship between
field and value:
Criteria Components (cont’d)

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Work Order Report Criteria for specific
Assets over the last / next 12 months:
Report Criteria Examples

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Expired Warranty Asset Count Criteria:
Report Criteria Examples (cont’d)

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Stocked Items With Low On Hand Amount:
Report Criteria Examples (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:
• R02 – Adding Multiple Criteria Example 3

29. Thank You for
Attending!