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Basic Reporting

Workshop Webinar - Creating Reports to Measure Success and Compliance

Creating Reports to Measure Success and Compliance.

For the month of April we are focusing on Measurements and Key Indicators in your CMMS system. How well are your schedules being met?

In our X3 workshop Alex will demonstrate how to create several different Key Performance Meaurements using the data in your X3 CMMS. Alex will demonstrate how to pull out key measures of success by running different reports including:

PM Compliance
Work Backlog
Schedule Compliance

Workshop Webinar - Popular Report Requests

You've asked and we've listened.
One of the most powerful features of eMaint X3 is our versatile report-writing tool.

In this month's free X3 workshop, eMaint Senior Product Specialist, Alex Allen will take you through the step-by-step process of building some of the most frequently requested reports including:

    * Open work orders by Asset
    * Closed work orders by Asset
    * Downtime by Asset or Asset type
    * Work Orders by Type of Asset

The Dashboard

The Dashboard


The dashboard is a way of keeping reports and widgets all in one place, where they can be viewed and organized. The dashboard can be separated into different tabs, on which reports and widgets can be placed.


Viewing the Dashboard

 To access the dashboard, click the Dashboard tab. You will see a screen like this:

New Report Writer Introduction

This session, provided by Product Support Specialist Alex Allen, introduces the new Report Writer interface. This short introduction will give you the basics needed to become familiar with the tool and transition to the new user interface effectively.

Graphs and Instruments

Reports can be configured to return results in a variety of different ways. Graphs and Instruments are often used to show the data in a more graphical format. This manual will take you through some examples and explain how to create reports that display them as various types of graphs and instruments.

Creating a Graph Report

Grouping Data

Grouping Data


Grouping data means to have one record of data represent others that belong in its group. If more than one record falls into a similar group of records, only one of those records will be used in the result table. That single record will represent the group of records it belongs to.

Filters

Fine Tuning the Query


Once all of the fields have been added (with their names listed under Output Columns), it is time to design the specific attributes of the query by using sorts, filters, orders, and grouping. What follows is a discussion of the basic use of the different options available on the report edit page.


Filtering

Joins

Joining Tables



You can also add supplementary tables to the report if you need to pull information from fields not available in the main table. Click the + in the Join Info column to choose from a list of tables related to the main table.

Add Join

Fields

Adding Fields

The next step is to add fields to the report. First, click the Columns tab. The left side of this screen has the heading Tables and shows the table(s) that the report is using. The right side, which is marked Output Columns, will list the fields that are on the report.

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