R05 - Intermediate Reporting Report Configuration (MCU)
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This intermediate reporting session will discuss best practices for configuring reports including data relationships and report criteria.
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R05 - Intermediate Reporting Report Configuration (MCU)
- 1. MC University R05|Intermediate Reporting: Report Configuration
- 2. MC University Data Relationships Defined Report Criteria Tips Agenda
- 3. MC University Data Relationships Overview Duplication of Records Data Relationships Defined
- 4. MC University 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
- 5. MC University 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)
- 6. MC University 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)
- 7. MC University 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)
- 8. MC University Records may “appear” to be duplicated Avoid by displaying unique information: • Date • Hours • Notes Duplication of Records
- 9. MC University 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)
- 10. MC University Modifying Report Criteria Date Field Filters Understanding Field Names Bypass Criteria Dialog Report Criteria Tips
- 11. MC University Field prompts for Report Criteria window will vary based on Report Can tailor which prompts to include or exclude Modifying Report Criteria
- 12. MC University 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)
- 13. MC University 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)
- 14. MC University 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)
- 15. MC University Example of utilizing the SQL Where Field: Modifying Report Criteria (cont’d)
- 16. MC University Additional field level details / editing available from blue “info” icon Edit Report Criteria options: • Edit Criteria Field Label Modifying Report Criteria (cont’d)
- 17. MC University • Set default Criteria Values Modifying Report Criteria (cont’d)
- 18. MC University • Add FK Lookup Values Modifying Report Criteria (cont’d)
- 19. MC University • Select Operator for Lookup Values Modifying Report Criteria (cont’d)
- 20. MC University • Manually select Display Order Modifying Report Criteria (cont’d)
- 21. MC University Now let’s practice creating a test Report, and adding and removing Report Criteria! Modifying Report Criteria: Hands-On
- 22. MC University Select the Closed Work Order List and copy this base Report Enter a unique Report Name • Example: “Closed Work Order List – Initials – Date” Modifying Report Criteria: Hands-On (cont’d)
- 23. MC University Locate and run your test Report The Report Criteria Dialog will appear Modifying Report Criteria: Hands-On (cont’d)
- 24. MC University To add Criteria, double-click on the words Report Criteria at top of Dialog Modifying Report Criteria: Hands-On (cont’d)
- 25. MC University The Manage Report Criteria Fields Dialog will display: Modifying Report Criteria: Hands-On (cont’d)
- 26. MC University Locate the WO.Complete field from the Available list Select WO.Complete and click the right arrow adjacent to the list Modifying Report Criteria: Hands-On (cont’d)
- 27. MC University Select the WO.Complete field from the Display Fields List Click the top up arrow until the field appears at the top of the SQL Where Fields List Modifying Report Criteria: Hands-On (cont’d)
- 28. MC University Select the WO.TargetDate field from the Display Fields list Click the left arrow to the left of the list Modifying Report Criteria: Hands-On (cont’d)
- 29. MC University Click the Apply button at the top of the Manage Report Criteria Fields Dialog Apply or Cancel out of the Report Criteria Dialog window to allow changes to take effect Modifying Report Criteria: Hands-On (cont’d)
- 30. MC University Select and run your Report Complete will display at the top of the Report Criteria Dialog and Target Date will no longer be listed Modifying Report Criteria: Hands-On (cont’d)
- 31. MC University You have now succesfully completed creating a test Report, and adding and removing Report Criteria! Modifying Report Criteria: Hands-On (cont’d)
- 32. MC University Adding date field prompts require additional steps Operator dropdown must be changed to “is” and back to “is within” Date Field Filters
- 33. MC University Example of adding a Date field: Date Field Filters (cont’d)
- 34. MC University Knowledge of field names is required when adding criteria Find column name by clicking on Field Label from the WorkCenter Understanding Field Names
- 35. MC University Bypass Criteria screen when running Reports Remove all fields from Manage Report Criteria Fields screen Caution: Copy Report first! Bypass Criteria Dialog
- 36. MC University Now let’s practice editing Report Criteria to bypass Criteria when accessing the Report! Bypassing Criteria: Hands-On
- 37. MC University Access your Test Report that was created in the earlier Hands-On example Copy this Report to create a new Test Report Bypassing Criteria: Hands-On (cont’d)
- 38. MC University Run your copied Report Double-click on the words Report Criteria at the top of the Dialog Bypassing Criteria: Hands-On (cont’d)
- 39. MC University Select the first Display Field and hold the Shift button on your keyboard Scroll down to the bottom of the Display Fields and select the last Criteria field Bypassing Criteria: Hands-On (cont’d)
- 40. MC University Select the left arrow next to the Display Fields The Display Fields and SQL Where Fields should be empty Bypassing Criteria: Hands-On (cont’d)
- 41. MC University Apply the changes to both the Manage Report Criteria Fields Dialog and the Criteria Dialog Close your Report Bypassing Criteria: Hands-On (cont’d)
- 42. MC University Locate and run your Report once more Report will run without the Criteria Dialog appearing Bypassing Criteria: Hands-On (cont’d)
- 43. MC University You have now succesfully completed editing Report Criteria to bypass Criteria when running a Report! Bypassing Criteria: Hands-On (cont’d)