This document provides an overview and instructions for adding charts to reports in MC University's reporting tool. It defines four types of charts - pie, bar, line, and area - that can be added to enhance reports. It also explains how to set up and customize charts, including choosing image or flash format, size, data source, and other properties. The document concludes with a hands-on example of adding a pie chart to a sample work order report.

1. MC University
R04|Basics of Reporting: Report Setup (Part 2)

2. MC University
Report Charts Defined
Reporting Tips and Tricks
Agenda

3. MC University
Report Charts Overview
Defining Charts
Report Charts Defined

4. MC University
Charts can be used to:
• Provide visual representation of valuable
factors in data
Report Charts Overview

5. MC University
• Enhance appearance of reports
Report Charts Overview (cont’d)

6. MC University
• Summarize data listed on reports
Report Charts Overview (cont’d)

7. MC University
• Show a different side of the same data
Report Charts Overview (cont’d)

8. MC University
Charts / KPIs sub-tab of Report Setup
provides access to three Charts
Can add one or more Charts to an
individual report
Defining Charts

9. MC University
Four different types of Charts:
• Pie
• Bar
• Line
• Area
Defining Charts (cont’d)

10. MC University
Charts are available in two different
Formats:
• Image
• Flash
Defining Charts (cont’d)

11. MC University
Image:
• Typically better for Pie Charts
• Ability to alter Chart Type
• Can be emailed or exported
Defining Charts (cont’d)

12. MC University
Flash:
• Image is enhanced
• No cycling through formats
Defining Charts (cont’d)

13. MC University
• Hover over chart sections for summary
calculations
• NOT designed for inclusion in emailed
reports
Defining Charts (cont’d)

14. MC University
Other Chart details can also be defined:
• Chart Size / Position
• Chart By
• Chart Function
• Chart Function For
• Chart Name (Label)
Defining Charts (cont’d)

15. MC University
Now let’s practice creating a test Report
and define a Chart for the Report!
Defining Charts: Hands-On

16. MC University
Select the Work Order (Open) Reports
folder on the left of the Reporter screen
Locate the Open Work Order List and
select it
Click Copy Report
Defining Charts: Hands-On (cont’d)

17. MC University
Enter a unique name for your Report
• Example: “Open Work Order List – Your
Initials – Date”
If necessary, specify a Repair Center for
the Managed By field
Click Apply
Defining Charts: Hands-On (cont’d)

18. MC University
Locate your newly created Report
Navigate to the Report Setup 
Charts / KPIs tab
Select the Type of Chart as a Pie Chart
Defining Charts: Hands-On (cont’d)

19. MC University
Select the Format of the Chart as an
Image
Select the Chart Size as Large and the
Chart Position as displaying at the Top
Defining Charts: Hands-On (cont’d)

20. MC University
Set the Chart By to [WO] Priority Desc
Set the Chart Function to Count
Set the Chart Function For to None
Defining Charts: Hands-On (cont’d)

21. MC University
Specify a Chart Name
Click Apply to save changes
Defining Charts: Hands-On (cont’d)

22. MC University
Chart will appear similar to as follows
and will have the ability to cycle
through multiple formats:
Defining Charts: Hands-On (cont’d)

23. MC University
You have now succesfully completed
creating a test Report and adding a
Chart!
Defining Charts: Hands-On (cont’d)

24. MC University
Edit Field Labels
Edit Report Description
Drag and Drop Columns
Report Layout Indicators
Report Tips and Tricks

25. MC University
Descriptive label for each field can be
modified as needed
Changes only affect label for that
particular report
Edit Field Labels

26. MC University
Edit Label from Display field Edit dialog
Field Label (Custom) field used to specify
and display new label
Edit Field Labels (cont’d)

27. MC University
From Layout tab, ensure “Display Report
Description” indicator is enabled
From Advanced tab  Report Profile sub-
tab enter desired description
Edit Report Description

28. MC University
Often used to provide additional
explanatory information to recipients of
report
Appears in two places:
• Displayed directly below report title
• When hovering over report name
Edit Report Description (cont’d)

29. MC University
Now let’s practice editing Field Labels
and the Report Description for your test
Report!
Edit Field Labels and Description: Hands-On

30. MC University
Open your test Report
Navigate to the Report Setup
Locate the [Asset] Priority field in the
Available Fields List
Edit Field Labels and Description: Hands-On

31. MC University
Select [Asset] Priority and use the right
arrow to move it to the Display Fields List
Click on the Edit button for the [Asset]
Priority field in the Display Fields List
Edit Field Labels and Description: Hands-On

32. MC University
In the Field Label (Custom) field, enter
Asset Priority
Apply your changes to the Report Field
Options Dialog and the Report Setup
Edit Field Labels and Description: Hands-On

33. MC University
The Field Label will now reflect the
changes:
Edit Field Labels and Description: Hands-On

34. MC University
Now, navigate to the Report Setup of
your test Report
Select the Advanced tab
From the Report Profile sub-tab, locate
the Description field
Edit Field Labels and Description: Hands-On

35. MC University
Enter a Description for your Report
Navigate to the Layout tab
Ensure the Display Report Description
indicator is checked
Apply your changes
Edit Field Labels and Description: Hands-On

36. MC University
Report Description will appear under the
Report Title:
Edit Field Labels and Description: Hands-On

37. MC University
You have now successfully completed
editing Field Labels and the Report
Description for your test Report!
Edit Field Labels and Description: Hands-On

38. MC University
Dynamically change field order from
Report Preview window
Click and hold field, and drag to new
location
Drag and Drop Columns

39. MC University
Quickly modify display of report using
indicators on the Layout tab
Report Layout Indicators

40. MC University
Display Column Lines indicator
determines whether or not column or
grid lines appear on report
Helpful if report contains multiple
numeric columns!
Report Layout Indicators (cont’d)

41. MC University
Report Criteria / Format Criteria displays
explanatory information
Criteria from Criteria Dialog and any
special formatting applied will appear
Report Layout Indicators (cont’d)

42. Thank You for
Watching!