R02 | Basics of Reporting Overview Part 2 (MCUI)
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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 (MCUI)
- 1. MC University R02|Basics of Reporting: Overview (Part 2)
- 2. MC University Running Reports Defined Report Criteria Defined Agenda
- 3. MC University Accessing Reports and Report Groups Running Reports Report Criteria Running Reports
- 4. MC University 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
- 5. MC University 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)
- 6. MC University Three ways to open Report: • Click on Report Run Report Running Reports
- 7. MC University • Double-click on Report Name Running Reports (cont’d)
- 8. MC University • Right mouse click on Report Run Report Running Reports (cont’d)
- 9. MC University After Report is selected to be run, the Report Criteria window displays Criteria can be modified as needed Report Criteria
- 10. MC University Report can be run without changing criteria by clicking Apply: Report Criteria (cont’d)
- 11. MC University Report Criteria Overview Criteria Components Report Criteria Examples Report Criteria Defined
- 12. MC University Variables defined to create filter for records on Report Criteria is added through the Report Criteria Dialog Report Criteria Overview
- 13. MC University Save your criteria to the library • Criteria is maintained until next time the criteria is saved Report Criteria Overview (cont’d)
- 14. MC University The Criteria Library • Select and Apply predefined criteria Report Criteria Overview (cont’d)
- 15. MC University 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)
- 16. MC University Criteria can be displayed in Report Preview window Report Criteria Overview (cont’d)
- 17. MC University 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
- 18. MC University More option defines custom criteria for individual run of Report Report Criteria Overview (cont’d)
- 19. MC University 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
- 20. MC University Report Criteria dialog features: • Variable Field List • Separate Expressions per Row • Logical Prompts • Cumulative Filtering Report Criteria Overview (cont’d)
- 21. MC University 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
- 22. MC University Examples of fields for which expression is based: Criteria Components (cont’d)
- 23. MC University Examples of values that expression must meet: Criteria Components (cont’d)
- 24. MC University Controls define relationship between field and value: Criteria Components (cont’d)
- 25. MC University Work Order Report Criteria for specific Assets over the last / next 12 months: Report Criteria Examples
- 26. MC University Expired Warranty Asset Count Criteria: Report Criteria Examples (cont’d)
- 27. MC University Stocked Items With Low On Hand Amount: Report Criteria Examples (cont’d)
- 28. MC University 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