Reporter Overview

The Maintenance Connection Reporter is a feature-rich application that provides expedient access to data maintained in the system. The Reporter is completely integrated into the application, no additional software is required to use the tool. Easy-to-use features allow you to customize report setup as well as tailor the criteria used to define which records should appear. There are over 300 standard reports in Maintenance Connection for your use. Reports can be customized, copied, and configured to match your organization's unique needs.

The Reporter is designed to meet the needs of a broad range of users. For basic users, reports can be run without the need to understand report setup or criteria. Reports can even be set up to run automatically and be distributed through email to designated recipients (both members and non-members).

For more advanced users, extensive features are available to tailor report layout and appearance, including the following:

• Fields can be added, removed, or modified.

• Report grouping and sorts can be defined.

• Summary calculations can be performed and displayed by defined grouping.

• Aggregate calculations, such as sums and averages, can be defined on chosen fields (such as total or average work order costs).

• Charts and KPIs (key performance indicators) can be included in report display.

• Formatting can be specified, including conditional formatting.

• Sub-reports can be defined to run inside an existing report.

• Smart elements can be included in reports to allow editing of data or connection to Report or Work Center windows.

• Pivot tables can be formatted.

• Reports and editable forms can be emailed to specified recipients.

This guide also provides general instructions for using the Dashboard, a special reporting feature that provides an executive dashboard of Key Performance Indicators defined as important by your organization.