R07 - Intermediate Reporting: Smart Reports (MCU)
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Smart Reports are an extremely powerful feature of Maintenance Connection. Learn how to use smart reports with smart actions and criteria to create very efficient business processes.
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R07 - Intermediate Reporting: Smart Reports (MCU)
- 1. MC University R07|Intermediate Reporting: Smart Reports
- 2. MC University Smart Reports Defined Smart Actions and Criteria Agenda
- 3. MC University Smart Reports Overview Smart Settings and Email Smart Buttons Smart Reports Defined
- 4. MC University Almost all Detail Reports can become “smart” Smart Actions are enabled for one or more defined fields / columns Smart Reports Overview
- 5. MC University Smart Actions allow users to: • Open respective records or defined report • Edit fields • Update status Smart Reports Overview (cont’d)
- 6. MC University Smart Elements Tab defines smart features, actions and criteria Sub-tabs define Settings, Criteria, Action(s), Button(s) and Email options Smart Settings and Email
- 7. MC University Smart Settings sub-tab: • Turn Smart Mode On / Off • Hide / Display Smart Mode button Smart Settings and Email (cont’d)
- 8. MC University Smart Email sub-tab: • Send editable forms and reports • Specify security settings or protocols • Expedient method to update information • Automatic or forced user log-in Smart Settings and Email (cont’d)
- 9. MC University Smart Buttons used for: • Saving data updated in editable fields • Updating status on Work Orders or Purchase Orders Smart Buttons
- 10. MC University Multiple buttons can be displayed on same report: Smart Buttons (cont’d)
- 11. MC University Complete / Close Dialog can be opened for Work Orders: Smart Buttons (cont’d)
- 12. MC University Smart Actions Smart Criteria Smart Actions and Criteria
- 13. MC University Smart Actions sub-tab used to define type of Smart Action for report Prompts displayed dependent on Smart Action Type selected Smart Actions
- 14. MC University Three options available from dropdown: • None • Row • Column Smart Actions (cont’d)
- 15. MC University 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)
- 16. MC University Smart Action Field Value determines record or report opened Field Value / Report Criteria typically refers to primary field from record Smart Actions (cont’d)
- 17. MC University Smart Action Tool Tip provides helpful information when user hovers over field Smart Actions (cont’d)
- 18. MC University Selecting Column allows one or more fields to apply Smart Actions Smart Action information must be set at field level Smart Actions (cont’d)
- 19. MC University Edit Display field to set desired Smart Action Edit Field option frequently used to edit live data directly from report Smart Actions (cont’d)
- 20. MC University Save Smart Button must be selected • Can only save to one table per report Important: Field Value must be set up correctly! Smart Actions (cont’d)
- 21. MC University Editable Reports: • Editable fields display with text box • Surrounding text changes to green after records update if save is successful Smart Actions (cont’d)
- 22. MC University Now let’s take a look at adding Smart Actions to open Work Order records directly from a report! Applying Smart Actions: Example
- 23. MC University Smart Criteria allows users to: • Dynamically filter records • Supplement criteria already defined • Specify single or multiple additional criteria quickly Smart Criteria
- 24. MC University Default State must be set to Shown from Smart Criteria(s) sub-tab Default Smart Criteria indicates the default field to display for filtering Smart Criteria (cont’d)
- 25. MC University Smart Criteria Pane appears on left side of Report Show / Expand control allows users to hide or show Smart Criteria (cont’d)
- 26. MC University Data and options available depend on type of field: • Lookup • Module • Date • Asset Smart Criteria (cont’d)
- 27. MC University Examples of Smart Criteria usage: • Lookup field values Smart Criteria (cont’d)
- 28. MC University • Asset selection functionality Smart Criteria (cont’d)
- 29. MC University • Date field options Smart Criteria (cont’d)
- 30. MC University Now let’s take a look at adding and applying Smart Criteria! Applying Smart Criteria: Example
Notes de l'éditeur
- Copy the Closed Work Order List Enter a unique Report Name Example: “Closed Work Order List with Smart Actions – Initials – Date” Select the Smart Elements Tab Turn the Smart Mode to On from the Smart Settings sub-tab Select the Smart Action(s) sub-tab and select Row (Single Smart Action per Row) Select Popup WorkCenter from the Smart Action dropdown Scroll to the bottom of the Smart Action Field Value and select [WO] WO Enter Click here to open this Work Order for the Smart Action Tool Tip Click Apply Locate and generate your Report The Report will now open the Work Order associated with the row when selected:
- Navigate back the Report Setup of your Report Click on the Smart Elements tab and select the Smart Criteria(s) sub-tab Change the Default State to Shown Select [WO] Priority from the options for Default Smart Criteria Click Apply to return to the Report Preview Window The Smart Criteria pane will display on the left of the Report Preview [WO] Priority will be automatically selected Click on a Priority value from the options Click the Multiple Selections indicator and select another value Report Criteria selection is added to existing Criteria