webtma report writer workshop

WebTMA Report WriterWorkshop

Hyon KimTMA Systems

Quick, Intuitive ReportsCreate a New Report in a Few Easy Steps

1. Select a Form to Report on2. Select Fields to be Displayed on the Report3. Add Criteria to Filter Report Data (Date Ranges, Specific

Values, Prompt User)4. Add Calculated Fields5. Select Sorting Options6. Create Report Summaries7. Select Report Layout8. Preview Your New Report

Properties

• Report Manager – Assign custom reports to places in the Report

Manager window• Assign to Toolbar

– Custom reports can be added to print from any window in WebTMA

Selecting a Form and Fields

Commonly Used Forms• Work Order• Equipment• Technicians

Fields • Field Names are the same as those you would see in the

WebTMA Application.

Adding Criteria

Criteria can be set for all fields that you have chosen to use from the form

– Required – Set the Condition for the Filter– Prompt User

Adding Calculated Fields

Calculated Fields Text vs. Math

Adding GroupsGroups

Group results together by any field in the report

Select Sorting Options

• Sort by Any Field in the Report• Ascending and Descending• Sort Preferences

Example: Sort by Building First, then by Area Number

SummariesYou can choose a summary type of:

AVGCOUNT

MAXMINSUM

Layout

Set up the Report Layout– Portrait / Landscape– Table / Detail– Data Type– Styles– Formatting– Sub-report

Questions & Comments

Please complete the evaluation.