Report Filter and Search Controls

The controls and alphabetical tabs at the top of the Report List allow you to filter and search for a desired report. These filters work in conjunction with the Report Group Filter selection made from the left pane.

• Alpha Sort: Above the Report List are tabs for each letter of the alphabet, along with an All tab. Records are displayed in the All tab by default.

  To filter the results to reports that start with a particular letter, click the tab for that letter.

• Reports Managed By: At the top-right part of the window, there is a repair center filter. Selecting a repair center from the Reports Managed By field filters the results to only those reports associated with the selected repair center.

• Report Type: To the right of the Reports Managed By field is a filter used to specify the type of report. Selecting a type of report from the field filters the results to only reports of that type.

  The following report types can be selected from this filter:

  • All Reports

  • Base Reports: The original reports that are delivered with Maintenance Connection.

  • Report Copies: Reports that have been copied and customized for your use.

  • Work Center Reports: Reports that are embedded into the tabs in each Work Center, such as the Transactions tab of the Inventory module. Configuration for these reports is typically accessed from the Setup button on the report page.

  • Smart Criteria Reports: Reports that define the options available in the Smart Pane for a given module.

  • Rule Criteria Reports: Reports that are used to set the criteria for events defined in the Events Manager. Rule Criteria Reports are typically only modified by Maintenance Connection Support Staff or system administrators.

    WorkCenter, Smart Criteria, and Rule Criteria Reports are only listed when these options are selected from the Report Type field. They are not included in report results when All Reports is selected.

• Search by: This filter allows you to enter a search expression to limit your results. Once you specify a search value and click the Go button, the report list refreshes with reports matching that search expression. For example, you might enter the expression:

  • Search By: Report Name

  • Search Value: Downtime

    This expression would search for all reports starting with the word downtime.

    To search for a report with a word included in the report name, you can use the % wildcard character. For example, if you enter %cost, all reports with the word cost in their name would display, even if cost wasn't the first word in the name.

As you specify filter or search criteria, the List refreshes with reports that meet the specified criteria. Once you have identified the desired report, you can run the report, modify the report setup, or copy the report.