The document discusses data relationships and report criteria in MC University reporting courses. It defines one-to-one and one-to-many relationships and provides examples like work orders to assets and work order labor. It also discusses avoiding duplicate records by sorting on primary fields and modifying report criteria by adding, removing, and editing criteria fields and field labels. Interactive examples are provided to practice these skills.

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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!