This session will cover two steps in report setup: selecting the proper field list and sorting and grouping your results.

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R03|Basics of Reporting: Report Setup (Part 1)

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Report Setup Defined
Sorting and Grouping
Agenda

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Report Setup Overview
Field List Defined
Removing Fields
Reordering Fields
Report Setup Defined

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Configuration changes take place from
the Report Setup
Ability to alter many aspects of Report
presentation (e.g. grouping, layout)
Report Setup Overview

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Access Report Setup in three ways:
• Report Preview window
Report Setup Overview (cont’d)

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• Reporter List
Report Setup Overview (cont’d)

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• Right-clicking on Report Name
Report Setup Overview (cont’d)

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Summary information located at very
top of Report Setup Window
• Report Name
• Managed By
Report Setup Overview (cont’d)

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Report Setup sub-tabs include:
• Sort / Group
• Layout
• Style / Format
Report Setup Overview (cont’d)

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• Charts / KPIs
• Sub-Reports
• Smart Elements
Report Setup Overview (cont’d)

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• Schedule
• Groups
• Security
• Advanced
Report Setup Overview (cont’d)

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Available and Display Field Lists located
at the top of Report Setup window
Field List Defined

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Available fields shown in column on left
hand side of Report Setup
Fields in Display List appear on Report
in order shown
Field List Defined (cont’d)

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Fields available will depend on the type
of Report
Dependent on tables joined to report
Field List Defined (cont’d)

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Typically Work Order Reports will have
fields from the following tables:
• WO (Work Order)
• Asset
• AssetHierarchy
• Labor / WOLabor
Field List Defined (cont’d)

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Two methods to add a field to the
Report display from the Available List:
• Double-click directly on the field
• Select the field and use the right arrow
Field List Defined (cont’d)

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Fields can be removed as easily as they
are added
Two methods to remove a field from
the Display List:
• Double-click directly the field
• Select the field and use the left arrow
Removing Fields

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Display field order is easily changed
with use of the up and down arrows
Newly added fields will be added to
bottom of Display Field List
Reordering Fields

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Adding, Removing, and Reordering Fields: Example
Now let’s take a look at adding fields to a
report, removing unnecessary fields, and
reordering fields!

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Sorting and Grouping Overview
Sorting Results
Grouping Results
Sorting and Grouping

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Without proper Sorting and Grouping,
valuable data can be overlooked
Sorting will decide what order records
appear
Grouping will gather all records of same
type
Sorting and Grouping Overview

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Proper sorting and grouping helps with:
• Viewing essential data quickly and
conveniently
• Bringing to light patterns and trends in
data
Sorting and Grouping Overview (cont’d)

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Up to five Sort fields available for each
Report
Sorting and Grouping Overview (cont’d)

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Records ordered on Report by sort
order specified
Ascending or descending sort order can
be defined
Sorting Results

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Typically, sorting is best when starting
with the highest level of grouping
• Example: Repair Center  Priority Desc
Clear out all sort fields by selecting first
sort field and selecting none
Sorting Results (cont’d)

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Group checkbox used to group records
of the same sort value under a unique
header
Total checkbox will show total count of
records for group
Grouping Results

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Same Classification grouped together
Sub-Groups listed in Header if defined
Example of using sub-groupings:
Grouping Results (cont’d)

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Sorting and Grouping: Example
Now let’s take a look at adding Sorting and
Grouping to a Report!

29. Thank You for
Watching!