R04 - Basics of Reporting: Report Setup Part 2
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This document outlines the procedures for setting up reports using Maintenance Connection, including how to log in and create various types of charts. It offers detailed instructions for defining charts, editing field labels, and report descriptions, as well as tips for modifying report layouts. Additionally, it provides resources for further learning, including quizzes on the content covered.
![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)](https://image.slidesharecdn.com/r04basicsofreportingreportsetuppart2-141010120456-conversion-gate01/85/R04-Basics-of-Reporting-Report-Setup-Part-2-22-320.jpg)
![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 (cont’d)](https://image.slidesharecdn.com/r04basicsofreportingreportsetuppart2-141010120456-conversion-gate01/85/R04-Basics-of-Reporting-Report-Setup-Part-2-32-320.jpg)
![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 (cont’d)](https://image.slidesharecdn.com/r04basicsofreportingreportsetuppart2-141010120456-conversion-gate01/85/R04-Basics-of-Reporting-Report-Setup-Part-2-33-320.jpg)
R04 - Basics of Reporting: Report Setup Part 2
- 1. Basics of Reporting: Report Setup – Part 2 (R04) PMs, Procedures, and Projects Track
- 2. 1.Open Internet Explorer 2.Type into the address bar: www.maintenanceconnection.com 3.Click Log In button 4.Enter the following: Member ID: Password: Note: During the seminar, please do not “Save” while following along with a specific example unless directed to do so by your course instructor. Wireless SSID: CHECKPOINT Wireless Password: CHECKPOINT Logon Instructions
- 3. Presenter Name: Background information: •Role and expertise at Maintenance Connection •Fun Fact Presenter Bio
- 4. Report Charts Defined Reporting Tips and Tricks Agenda
- 5. Report Charts Overview Defining Charts Report Charts Defined
- 6. Charts can be used to: •Provide visual representation of valuable factors in data Report Charts Overview
- 7. •Enhance appearance of reports Report Charts Overview (cont’d)
- 8. •Summarize data listed on reports Report Charts Overview (cont’d)
- 9. •Show a different side of the same data Report Charts Overview (cont’d)
- 10. Charts / KPIs sub-tab of Report Setup provides access to three Charts Can add one or more Charts to an individual report Defining Charts
- 11. Four different types of Charts: •Pie •Bar •Line •Area Defining Charts (cont’d)
- 12. Charts are available in two different Formats: •Image •Flash Defining Charts (cont’d)
- 13. Image: •Typically better for Pie Charts •Ability to alter Chart Type •Can be emailed or exported Defining Charts (cont’d)
- 14. Flash: •Image is enhanced •No cycling through formats Defining Charts (cont’d)
- 15. •Hover over chart sections for summary calculations •NOT designed for inclusion in emailed reports Defining Charts (cont’d)
- 16. Other Chart details can also be defined: •Chart Size / Position •Chart By •Chart Function •Chart Function For •Chart Name (Label) Defining Charts (cont’d)
- 17. Now let’s practice creating a test Report and define a Chart for the Report! Defining Charts: Hands-On
- 18. 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)
- 19. 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)
- 20. 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)
- 21. 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)
- 22. 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)
- 23. Specify a Chart Name Click Apply to save changes Defining Charts: Hands-On (cont’d)
- 24. Chart will appear similar to as follows and will have the ability to cycle through multiple formats: Defining Charts: Hands-On (cont’d)
- 25. You have now succesfully completed creating a test Report and adding a Chart! Defining Charts: Hands-On (cont’d)
- 26. Edit Field Labels Edit Report Description Drag and Drop Columns Report Layout Indicators Report Tips and Tricks
- 27. Descriptive label for each field can be modified as needed Changes only affect label for that particular report Edit Field Labels
- 28. Edit Label from Display field Edit dialog Field Label (Custom) field used to specify and display new label Edit Field Labels (cont’d)
- 29. From Layout tab, ensure “Display Report Description” indicator is enabled From Advanced tab Report Profile sub- tab enter desired description Edit Report Description
- 30. 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)
- 31. Now let’s practice editing Field Labels and the Report Description for your test Report! Edit Field Labels and Description: Hands-On
- 32. 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 (cont’d)
- 33. 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 (cont’d)
- 34. 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 (cont’d)
- 35. The Field Label will now reflect the changes: Edit Field Labels and Description: Hands-On (cont’d)
- 36. 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 (cont’d)
- 37. 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 (cont’d)
- 38. Report Description will appear under the Report Title: Edit Field Labels and Description: Hands-On (cont’d)
- 39. You have now successfully completed editing Field Labels and the Report Description for your test Report! Edit Field Labels and Description: Hands-On (cont’d)
- 40. Dynamically change field order from Report Preview window Click and hold field, and drag to new location Drag and Drop Columns
- 41. Quickly modify display of report using indicators on the Layout tab Report Layout Indicators
- 42. 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)
- 43. Report Criteria / Format Criteria displays explanatory information Criteria from Criteria Dialog and any special formatting applied will appear Report Layout Indicators (cont’d)
- 44. For access to documentation and tutorials, reference www.mcuserconnect.com MC User Connect
- 45. MCUC Documentation / Tutorials Article PDF Video Tutorial User Guide Reporter Tutorial – Basic Additional Resources
- 46. Did you know you can take a Quiz to test your knowledge of today’s content? •Check it out on MC User Connect! (www.mcuserconnect.com) •Located in the MC eLearning folder Reporter Course Quizzes Test Your Knowledge…