R10 | Advanced Reporting - Report Setup and Summary Reports (MCUI)

R10 | Advanced Reporting - Report Setup and Summary Reports (MCUI)

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  MC University R10|Advanced Reporting:Report Setup and Summary Reports
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  MC University Summary ReportsDefined Advanced Report Setup Options Agenda
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  MC University Summary ReportsOverview Summary Reports
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  MC University Summary Reportsare used to show aggregations of data • Calculations like Average, Count, or Sum Summary Reports Overview
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  MC University Different typesof Summary Reports can be created Summary Reports present high level data in a simple to read format Summary Reports Overview (cont’d)
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  MC University Utilizes advancedreporting features New Summary Reports typically copied from existing Summary Report Summary Reports Overview (cont’d)
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  MC University Pivot Reportsare a special type of Summary Report that displays aggregated data along two dimensions Summary Reports Overview (cont’d)
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  MC University Examples ofSummary Reports: • Asset Count by Repair Center Summary Reports Overview (cont’d)
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  MC University Examples ofSummary Reports: • Number of Incidents and Total Down Time Summary Reports Overview (cont’d)
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  MC University Examples ofSummary Reports: • Work Order Count and Average Days to Close Summary Reports Overview (cont’d)
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  MC University Interactive Example1 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • R10 – Create Summary Report – Closed Work Order Count by Priority with Average Days to Close
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  MC University Smart Edit CustomGroup Headers Advanced Report Setup Options
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  MC University Smart Actionslet users work directly within reports Smart Edit allows users to edit fields and update statuses within reports Be careful to set up correctly Smart Edit
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  MC University Editable Reports: •Text fields display with text box to edit • Indicator fields will display checkbox • Surrounding text italicizes in bold green once record has saved Smart Edit (cont’d)
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  MC University Update recordstatus with Smart Buttons: • Processes actions on Work Orders or Purchase Orders • Multiple buttons can be displayed • Complete / Close Dialog can be opened! Smart Edit (cont’d)
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  MC University Interactive Example2 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • R10 – Using Smart Edit Feature on Reports
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  MC University Standard reportheaders display for grouping defined on reports Custom Headers available for Base Report Groups Custom Group Headers
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  MC University Custom Headersallow: • Aggregate date groupings • Adding value to standard descriptions • Creating unique headers using SQL and HTML Custom Group Headers (cont’d)
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  MC University Custom Headerdialog allows users to: • Select Custom Header for Group • Create new headers • Edit or delete existing headers Custom Group Headers (cont’d)
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  MC University Valuable chartingfeatures available when using date aggregations • Example of Requests by Month using aggregate date grouping: Custom Group Headers (cont’d)
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  MC University Asset Reports •Predefined Custom Header options Custom Group Headers (cont’d)
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  MC University Advanced userswith HTML and SQL experience can create new Custom Headers Custom Group Headers (cont’d)
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  MC University Interactive Example3 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • R10 – Adding and Using Custom Headers on a Report
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  Thank You for Attending!