Components of a Report

Reports have two main components:

• Report Criteria — Report Criteria defines which records will be displayed in the report. If no Report Criteria are defined for a report, all records from the defined report group are displayed when the report is run. For example, a Work Order Listing without criteria will list ALL work orders retained in your system.

  Through the use of expressions defined in Report Criteria, report data is filtered to limit the results that are displayed. For example, you might limit a Work Order report to only display work orders opened in the last month, or only work orders closed in a particular repair center year-to-date.

  Report criteria can be modified and saved for individual reports. You can also make runtime changes to report criteria to alter the results for a given report, without making this change permanent.

  Many reports in Maintenance Connection include fixed criteria that cannot be modified by end users. This ensures that important criteria cannot be inadvertently changed during report modification. Fixed criteria are displayed at the top of the Report Criteria window.

• Report Setup — The Report Setup defines the layout or presentation of the report. In most Maintenance Connection reports, significant control is given over report setup.

  In addition to defining the fields (typically columns) to display, you can alter many aspects of report presentation, including sort order and grouping, layout, format, and style. You can even add charts to your reports, define smart elements, and create calculated fields. Report setup also allows you to define any scheduling for the report (automatic email and generation) and report access (groups and security).

  Maintenance Connection includes some reports that require customized layout and special formatting, such as Work Order Statements. The presentation of these reports cannot be modified in the Reporter.