Report Creation Marie SHAH 31/01/2017.

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Presentation transcript:

Report Creation Marie SHAH 31/01/2017

Simple report Advanced report

View a Report Create a Simple User Report Create an Advanced User Report

Once logged in in OMS 3:00PM 3/14/2011

Click on ‘Run Reports’ 3:00PM 3/14/2011

Click on your report’s name in ‘Predefined Reports’ or ‘User Reports’ If filters have been setup on some fields, they will be run here 3:00PM 3/14/2011

Simple Report 3:00PM 3/14/2011

Advanced Report 3:00PM 3/14/2011

View a Report Create a Simple User Report Create an Advanced User Report

Under ‘Reports’ icon 3:00PM 3/14/2011

Under ‘Reports’ icon 3:00PM 3/14/2011

Under ‘Predefined Report’ select the report you wish to modify 3:00PM 3/14/2011

3:00PM 3/14/2011

Add fields Each row represent an information you wish to include in your report e.g. date, job name… The first column determines the table name, and the second one is the information name e.g. date, job name… Add a new information in the report 3:00PM 3/14/2011

Add filter To add a filter on a field, tick the checkbox and select the filter type you wish to apply Filters added here will be run just before viewing a Report Notes to understand what the filter does e.g. Select data where the job name is equal to what the user has determined 3:00PM 3/14/2011

Layout setup 3:00PM 3/14/2011

View a Report Create a Simple User Report Create an Advanced User Report

3:00PM 3/14/2011

3:00PM 3/14/2011

You can edit the code using VBA language If you need Crane assistance you can provide an Excel template to get a quote. 3:00PM 3/14/2011

Existing Template provided by the client