1. Report Design Windows Innovations 2017
Modify existing baseline reports to clients based on specific client needs

2. Automatic Email Notification Overview
Prerequisites
CMMS installed on PC and PC is always on
CMMS configured
CMMS Spooler configured
Reports
Modify Baseline Work Order Step Report
Schedule Modify Report
View Work Order Report Notification
Identify Baseline Inventory Report
Schedule & View Inventory Report Notification

3. Prerequisites CMMS Client Install
Identify or create an always on (PC\VM)
CMMS Client is installed on identified Resource and configured as usual
Setup
IF SMTP not already configured in CMMS
Identify Company SMTP Server
Configure CMMS to use SMTP Server
Can use certain versions of OUTLOOK Client if SMTP is not available
Install needed Microsoft OWA SMTP client
Verify Company Security Policy is not blocking SMTP for specific PC
Spooler Configuration
Modify Registry to set CMMS to run in Spooler mode
Set Version value found in CMMS folder to REPORT
Set Spooler Queue
Set Spooler Report Interval
Set Spooler Login ID and Password
Add CMMS shortcut to Windows Startup folder ensuring CMMS is booted at startup

4. Auto Email Notification using Reports
Premise: Customers would like to be notified in a timely manner with detail information when certain records are created or modified in CMMS through .
Scenarios to be covered
Modify Baseline Work Order Step to out when Unplanned Work Orders are created against Pumps
Schedule Modify Report
View ed Report Notification
Modify Baseline Inventory Report to out when Zero balance is hit for critical Inventory

5. Work Order Report
Premise: Customer would like to be notified via with details when a unplanned Work Order is created against any Pump.
Identified Baseline Work Order Report that meets client needs
Title of Report: Word Order Step Summary
The Work Order Step Summary report will provide the details the customer is looking for and allow the filters needed to be added
Run the Report and identify the report data window name r_wows_sum located in the top left corner of the report
Open the Report Customizer using the data window name and Report Title to locate the specific report
Copy the Report using the Report Customizer Copy Function
Modify the copied report, adding Needed filters, and Save the Report
Setup the Report in Report Navigation Setup to enable running the report
Test the New Report

6. Work Order Report
Run the Report and identify the report data window name r_wows_sum located in the top left corner of the report.

7. Work Order Report
Open the Report Customizer using the data window name and Report Title to locate the specific report (r_wows_sum).
Enter r_wows_sum in data window Field
Click the Find button
If more then one report appears narrow down the report thru Report Title and Parameters

8. Work Order Report
Copy the Report using the Report Customizer Copy Function.
Name new report (wows_sum_an_pu)

9. Work Order Report
Modify the new report, adding needed filters, and Save the Report.
Add Create Date field wo_work_ord_step.wows_ts_create for the column
Using the current date variable !default_date as the default value
Use Date as the Type
Use >= as the Column Operator
Modify any Existing filters as Needed (Exclude Close and Completed Work Order Steps)
Setup how you want the report to Run
Select the default Server Queue
Save the Report

10. Work Order Report
Setup the Report in Report Navigation Setup to enable running the report.
Query the existing Original Report to easily replicate settings (wows_sum)
Create a New Line
For Menu Listing use the new report (wows_sum_an_pu)
For Menu Listing Description choose a report Title
For Seq No use a unique Number
Save the Report
Setup any Security that is necessary

11. Work Order Report Test the New Report.
Report Found in the WO Report section, identify by Title
Report has new Create Date Filter
Run Report

12. Scheduling Customized Report
Configure a schedule using the Customized WO Report for the Customer
From the Report Select window highlight the Customized Report
Open the Parameter Entry window
Fill in any Parameters required
Click the Schedule Button
Fill out the Required Schedule information
Click the OK button to complete the schedule Entry

13. Scheduling Customized Report
Fill in any Parameters required.
Entered P% in the Asset ID column, customer has all Pumps starting with P
Click the Schedule Button.

14. Scheduling Customized Report
Fill out the Required Schedule information.
Choose how often the report will run in the Auto Reschedule Field (Hourly)
Choose to Suppress the Report when no records meet the Criteria
Mail the Report to the Customer Address
Choose the desired Mail format
Click the OK button to complete the schedule Entry.

15. Scheduling Customized Report
An is sent when Work Orders are created against a Pump.
The PDF Contains details of the Work Order.

16. Inventory Report
Premise: Customer would like to be notified via with details when certain SKUs are below their minimum. All SKUs in question begin with POIL%.
Identified Baseline Inventory Report that meets client needs
Title of Report: Zero Balance Listing by SKU
The Zero Balance report will provide the details the customer is requesting
Run the Report and identify the report data window name r_pur_zero_bal_sku located in the top left corner of the report
No additional filters are needed for the report
Test the Report with filter

17. Inventory Report Test the Inventory Report.
Report Found in the Inventory Report section, identify by Title
Report Title: Zero Balance Listing by SKU
All SKU’s
Run Report
Schedule Report

18. Inventory Report
The Report is ed everyday at 07:00 if any SKUs that start with POIL are at a zero balance.

19. Inventory Report
The Attached PDF contains details for specific SKUs.