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Report Creation Marie SHAH 31/01/2017.

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Presentation on theme: "Report Creation Marie SHAH 31/01/2017."— Presentation transcript:

1 Report Creation Marie SHAH 31/01/2017

2 Simple report Advanced report

3 View a Report Create a Simple User Report Create an Advanced User Report

4 Once logged in in OMS 3:00PM 3/14/2011

5 Click on ‘Run Reports’ 3:00PM 3/14/2011

6 Click on your report’s name in ‘Predefined Reports’ or ‘User Reports’
If filters have been setup on some fields, they will be run here 3:00PM 3/14/2011

7 Simple Report 3:00PM 3/14/2011

8 Advanced Report 3:00PM 3/14/2011

9 View a Report Create a Simple User Report Create an Advanced User Report

10 Under ‘Reports’ icon 3:00PM 3/14/2011

11 Under ‘Reports’ icon 3:00PM 3/14/2011

12 Under ‘Predefined Report’ select the report you wish to modify
3:00PM 3/14/2011

13 3:00PM 3/14/2011

14 Add fields Each row represent an information you wish to include in your report e.g. date, job name… The first column determines the table name, and the second one is the information name e.g. date, job name… Add a new information in the report 3:00PM 3/14/2011

15 Add filter To add a filter on a field, tick the checkbox and select the filter type you wish to apply Filters added here will be run just before viewing a Report Notes to understand what the filter does e.g. Select data where the job name is equal to what the user has determined 3:00PM 3/14/2011

16 Layout setup 3:00PM 3/14/2011

17 View a Report Create a Simple User Report Create an Advanced User Report

18 3:00PM 3/14/2011

19 3:00PM 3/14/2011

20 You can edit the code using VBA language
If you need Crane assistance you can provide an Excel template to get a quote. 3:00PM 3/14/2011

21 Existing Template provided by the client


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