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R07 - Intermediate Reporting: Smart Reports (MCU)
The document outlines the functionalities of 'smart reports' at MC University, which allows users to define smart actions and criteria for various reports. It details how smart actions can enable users to open records, edit fields, and update statuses, along with the smart settings and email options available. Additionally, the document explains the use of smart criteria for dynamic filtering and providing users with customizable reporting options.
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R07 - Intermediate Reporting: Smart Reports (MCU)
- 1. MC University R07|Intermediate Reporting:Smart Reports
- 2. MC University Smart ReportsDefined Smart Actions and Criteria Agenda
- 3. MC University Smart ReportsOverview Smart Settings and Email Smart Buttons Smart Reports Defined
- 4. MC University Almost allDetail Reports can become “smart” Smart Actions are enabled for one or more defined fields / columns Smart Reports Overview
- 5. MC University Smart Actionsallow users to: • Open respective records or defined report • Edit fields • Update status Smart Reports Overview (cont’d)
- 6. MC University Smart ElementsTab defines smart features, actions and criteria Sub-tabs define Settings, Criteria, Action(s), Button(s) and Email options Smart Settings and Email
- 7. MC University Smart Settingssub-tab: • Turn Smart Mode On / Off • Hide / Display Smart Mode button Smart Settings and Email (cont’d)
- 8. MC University Smart Emailsub-tab: • Send editable forms and reports • Specify security settings or protocols • Expedient method to update information • Automatic or forced user log-in Smart Settings and Email (cont’d)
- 9. MC University Smart Buttonsused for: • Saving data updated in editable fields • Updating status on Work Orders or Purchase Orders Smart Buttons
- 10. MC University Multiple buttonscan be displayed on same report: Smart Buttons (cont’d)
- 11. MC University Complete /Close Dialog can be opened for Work Orders: Smart Buttons (cont’d)
- 12. MC University Smart Actions SmartCriteria Smart Actions and Criteria
- 13. MC University Smart Actionssub-tab used to define type of Smart Action for report Prompts displayed dependent on Smart Action Type selected Smart Actions
- 14. MC University Three optionsavailable from dropdown: • None • Row • Column Smart Actions (cont’d)
- 15. MC University Selecting Rowwill allow one smart action per record Typical selections for a single action include opening a record or report Smart Actions (cont’d)
- 16. MC University Smart ActionField Value determines record or report opened Field Value / Report Criteria typically refers to primary field from record Smart Actions (cont’d)
- 17. MC University Smart ActionTool Tip provides helpful information when user hovers over field Smart Actions (cont’d)
- 18. MC University Selecting Columnallows one or more fields to apply Smart Actions Smart Action information must be set at field level Smart Actions (cont’d)
- 19. MC University Edit Displayfield to set desired Smart Action Edit Field option frequently used to edit live data directly from report Smart Actions (cont’d)
- 20. MC University Save SmartButton must be selected • Can only save to one table per report Important: Field Value must be set up correctly! Smart Actions (cont’d)
- 21. MC University Editable Reports: •Editable fields display with text box • Surrounding text changes to green after records update if save is successful Smart Actions (cont’d)
- 22. MC University Now let’stake a look at adding Smart Actions to open Work Order records directly from a report! Applying Smart Actions: Example
- 23. MC University Smart Criteriaallows users to: • Dynamically filter records • Supplement criteria already defined • Specify single or multiple additional criteria quickly Smart Criteria
- 24. MC University Default Statemust be set to Shown from Smart Criteria(s) sub-tab Default Smart Criteria indicates the default field to display for filtering Smart Criteria (cont’d)
- 25. MC University Smart CriteriaPane appears on left side of Report Show / Expand control allows users to hide or show Smart Criteria (cont’d)
- 26. MC University Data andoptions available depend on type of field: • Lookup • Module • Date • Asset Smart Criteria (cont’d)
- 27. MC University Examples ofSmart Criteria usage: • Lookup field values Smart Criteria (cont’d)
- 28. MC University • Assetselection functionality Smart Criteria (cont’d)
- 29. MC University • Datefield options Smart Criteria (cont’d)
- 30. MC University Now let’stake a look at adding and applying Smart Criteria! Applying Smart Criteria: Example
- 31.
Editor's Notes
- #23 Copy the Closed Work Order List Enter a unique Report Name Example: “Closed Work Order List with Smart Actions – Initials – Date” Select the Smart Elements Tab Turn the Smart Mode to On from the Smart Settings sub-tab Select the Smart Action(s) sub-tab and select Row (Single Smart Action per Row) Select Popup WorkCenter from the Smart Action dropdown Scroll to the bottom of the Smart Action Field Value and select [WO] WO Enter Click here to open this Work Order for the Smart Action Tool Tip Click Apply Locate and generate your Report The Report will now open the Work Order associated with the row when selected:
- #31 Navigate back the Report Setup of your Report Click on the Smart Elements tab and select the Smart Criteria(s) sub-tab Change the Default State to Shown Select [WO] Priority from the options for Default Smart Criteria Click Apply to return to the Report Preview Window The Smart Criteria pane will display on the left of the Report Preview [WO] Priority will be automatically selected Click on a Priority value from the options Click the Multiple Selections indicator and select another value Report Criteria selection is added to existing Criteria