Learn different methods for running reports and best practices for defining report criteria to receive desired results.

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R02|Basics of Reporting: Overview (Part 2)

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Running Reports Defined
Report Criteria Defined
Agenda

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Accessing Reports and Report Groups
Running Reports
Report Criteria
Running Reports Defined

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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

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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)

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Three ways to open Report:
• Click on Report  Run Report
Running Reports

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• Double-click on Report Name
Running Reports (cont’d)

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• Right mouse click on Report  Run Report
Running Reports (cont’d)

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Locating and Selecting Reports: Example
Now let’s practice locating and selecting a
report!

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After Report is selected to be run, the
Report Criteria window displays
Criteria can be modified as needed
Report Criteria

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Report can be run without changing
criteria by clicking Apply:
Report Criteria (cont’d)

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Report Criteria Overview
Criteria Components
Report Criteria Examples
Report Criteria Defined

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Variables defined to create filter for
records on Report
Criteria is added through the Report
Criteria Dialog
Report Criteria Overview

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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)

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Save Criteria indicator honors changes
made to criteria each time Report is run
• Criteria is maintained until next time the
Save Criteria is used
Report Criteria Overview (cont’d)

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Criteria can be displayed in Report
Preview window
Report Criteria Overview (cont’d)

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More option defines custom criteria for
individual run of Report
Report Criteria Overview (cont’d)

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Report Criteria dialog features:
• Variable Field List
• Separate Expressions per Row
• Logical Prompts
• Cumulative Filtering
Report Criteria Overview (cont’d)

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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

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Examples of fields for which expression
is based:
Criteria Components (cont’d)

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Examples of values that expression
must meet:
Criteria Components (cont’d)

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Examples of defining a relationship
between field and value:
Criteria Components (cont’d)

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Work Order Report Criteria for specific
Assets over the last / next 12 months:
Report Criteria Examples

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Expired Warranty Asset Count Criteria:
Report Criteria Examples (cont’d)

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Stocked Items With Low On Hand Amount:
Report Criteria Examples (cont’d)

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Adding Report Criteria: Example
Now let’s add Report Criteria to show Work
orders which are:
• Open
• Not Preventive Maintenance (PM)
• Classification of “HVAC Unit”
• Target Date of Last Year

27. Thank You for
Watching!