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WebTMA Report Writer Workshop - PowerPoint PPT Presentation


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WebTMA Report Writer Workshop. Hyon Kim TMA Systems. Quick, Intuitive Reports. Create a New Report in a Few Easy Steps Select a Form to Report on Select Fields to be Displayed on the Report Add Criteria to Filter Report Data (Date Ranges, Specific Values, Prompt User) Add Calculated Fields

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webtma report writer workshop

WebTMA Report WriterWorkshop

Hyon Kim

TMA Systems

slide2

Quick, Intuitive Reports

  • Create a New Report in a Few Easy Steps
    • Select a Form to Report on
    • Select Fields to be Displayed on the Report
    • Add Criteria to Filter Report Data (Date Ranges, Specific Values, Prompt User)
    • Add Calculated Fields
    • Select Sorting Options
    • Create Report Summaries
    • Select Report Layout
    • Preview Your New Report
slide3

Properties

  • Report Manager
    • Assign custom reports to places in the Report Manager window
  • Assign to Toolbar
    • Custom reports can be added to print from any window in WebTMA
slide4

Selecting a Form and Fields

  • Commonly Used Forms
  • Work Order
  • Equipment
  • Technicians
  • Fields
  • Field Names are the same as those you would see in the WebTMA Application.
slide5

Adding Criteria

  • Criteria can be set for all fields that you have chosen to use from the form
    • Required
    • Set the Condition for the Filter
    • Prompt User
slide6

Adding Calculated Fields

  • Calculated Fields
    • Text vs. Math
slide7

Adding Groups

Groups

Group results together by any field in the report

slide8

Select Sorting Options

  • Sort by Any Field in the Report
  • Ascending and Descending
  • Sort Preferences
    • Example: Sort by Building First, then by Area Number
slide9

Summaries

You can choose a summary type of:

AVG

COUNT

MAX

MIN

SUM

slide10

Layout

  • Set up the Report Layout
    • Portrait / Landscape
    • Table / Detail
    • Data Type
    • Styles
    • Formatting
    • Sub-report
slide11

Questions & Comments

Please complete the evaluation.