Share Report

Organizations that have designed reports that they believe would be beneficial to other organizations in the Maintenance Connection Community can share their reports. Members of an access group with permission to share reports can share any report, as long as it is not a custom report. A custom report is a report with special formatting that is not defined in Report Setup.

The shared report will be displayed in the Smart Share Application accessible to the Maintenance Connection Community. The accessible shared report will include all information specified in Report Setup (displayed fields, sort, layout, formatting), and Report Criteria that is not organization-specific.

If you have shared a report with the Maintenance Connection Community and no longer want to have it accessible, you can remove it from the Smart Share Community using the Stop Share option.

Share a report used by your organization with the Maintenance Connection Community:

1. Access the Reporter.

2. Locate the report you want to share.

   Reports that have already been shared will be marked with a shared icon .

3. Select the report you want to share and right-click it.

   A menu of actions that can be performed opens.

4. Select Share Report from the menu.

   The Smart Share window opens, prompting you to enter a description.

5. Enter a description that would inform members of the MC Community of the benefit of this report.

   You can also modify the company/author that will be listed.

6. Click the Share Report button.

   When Maintenance Connection is finished sharing the report, a confirmation message will appear.

7. Click Close.

8. To see the report listed in the Smart Share Application, select Smart Share Manager from the Tools > System menu and select Reports from the Smart Share Modules filter on the left.

   The report is displayed with the description you entered.