Intermediate Reporting - Smart Reports (MCUI)

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R07|Intermediate Reporting: Smart Reports

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Smart Reports Defined
Finding and Filtering Data
Editing and Engaging Data
Agenda

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Smart Reports Overview
Smart Elements
Smart Settings
Smart Reports Defined

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Detail Reports can be “smart” and interactive
Smart Reports - powered by Smart Elements
Smart Elements allow users to find, filter,
edit, and engage live data on the fly
Smart Reports Overview

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Smart Elements Tab allows you to configure
numerous smart features
Sub-tabs define Settings, Pane, Search,
Actions, Buttons and Email options
Smart Elements

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Smart Settings sub-tab:
• Smart Pane and Smart Email are independent
• Turn Smart Mode On / Off for report
• Hide / Display Smart Mode button
Smart Settings

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Smart Pane
Smart Search
Finding and Filtering Data

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Smart Criteria allows users to:
• Dynamically filter records
• Supplement criteria already defined
• Specify single or multiple additional
criteria quickly
Smart Pane

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Set Default State to Shown on the
Smart Pane sub-tab
Default Criteria Field is the initial field
to display for filtering
Smart Pane (cont’d)

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Smart Pane appears on left side of Report
Show / Expand control allows users to
hide or show
Smart Pane (cont’d)

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Data and options available depend on
type of field:
• Lookup
• Module
• Date
• Asset
Smart Pane (cont’d)

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Examples of Smart Criteria usage:
• Lookup field values
Smart Pane (cont’d)

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• Asset selection functionality
Smart Pane (cont’d)

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• Date field options
Smart Pane (cont’d)

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Dynamically search Report Preview Window
• Single Search or Multiple Column Search
• Activate independently from Smart Mode
Smart Search

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Search by:
• Entering Text
• Dropdown
• Checkbox
Smart Search (cont’d)

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Interactive Example 1
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• R07 – Adding and Using Criteria in the
Smart Pane

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Smart Actions
Smart Buttons
Smart Email
Editing and Engaging Data

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Smart Actions allow users to:
• Edit fields
• Open respective records or defined report
• Update status
Smart Actions

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Smart Actions sub-tab used to define
type of Smart Action for report
Prompts displayed dependent on Smart
Action Type selected
Smart Actions (cont’d)

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Three options available from dropdown:
• None
• Row
• Column
Smart Actions (cont’d)

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Selecting Row will allow one smart
action per record
Typical selections for a single action
include opening a record or report
Smart Actions (cont’d)

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Smart Action Field Value determines
record or report opened
Field Value / Report Criteria typically
refers to primary field from record
Smart Actions (cont’d)

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Smart Action Tool Tip provides quick
help when user hovers over field
Smart Actions (cont’d)

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Interactive Example 2
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• R07 – Creating a Smart Report to Open
Records

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Selecting Column allows one or more
fields to apply Smart Actions
Smart Action information must be set
at field level
Smart Actions (cont’d)

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Set Display field to desired Smart Action
Edit Field is frequently chosen to edit live
data directly from report
Smart Actions (cont’d)

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Save Smart Button must be selected
• Can only save to one table per report
Important: Field Value must be correct!
Smart Actions

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Editable Reports:
• Editable fields display with text box
• Surrounding text changes to green after
records update if save is successful
Smart Actions (cont’d)

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Smart Buttons used for:
• Saving data updated in editable fields
• Updating status on Work Orders or Purchase
Orders
Smart Buttons

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Multiple buttons can be displayed on same
report:
Smart Buttons (cont’d)

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Complete / Close Dialog can be opened for
Work Orders:
Smart Buttons (cont’d)

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Interactive Example 3
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• R07 – Samples of Viewing and Interacting
with Smart Reports

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Smart Email sub-tab:
• Open forms and reports in Smart Mode
• Automatic or forced user log-in
• Specify security settings or protocols
• Expedient method to update information
Smart Email

35. Thank You for
Attending!