Smart Reports are an extremely powerful feature of Maintenance Connection. Learn how to use smart reports with smart actions and criteria to create very efficient business processes.
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Almost all Detail Reports can become
“smart”
Smart Actions are enabled for one or more
defined fields / columns
Smart Reports Overview
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Smart Actions allow users to:
• Open respective records or defined report
• Edit fields
• Update status
Smart Reports Overview (cont’d)
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Smart Elements Tab defines smart features,
actions and criteria
Sub-tabs define Settings, Criteria, Action(s),
Button(s) and Email options
Smart Settings and Email
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Smart Settings sub-tab:
• Turn Smart Mode On / Off
• Hide / Display Smart Mode button
Smart Settings and Email (cont’d)
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Smart Email sub-tab:
• Send editable forms and reports
• Specify security settings or protocols
• Expedient method to update information
• Automatic or forced user log-in
Smart Settings and Email (cont’d)
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Smart Buttons used for:
• Saving data updated in editable fields
• Updating status on Work Orders or Purchase
Orders
Smart Buttons
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Smart Actions sub-tab used to define
type of Smart Action for report
Prompts displayed dependent on Smart
Action Type selected
Smart Actions
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Selecting Row will allow one smart
action per record
Typical selections for a single action
include opening a record or report
Smart Actions (cont’d)
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Smart Action Field Value determines
record or report opened
Field Value / Report Criteria typically
refers to primary field from record
Smart Actions (cont’d)
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Smart Action Tool Tip provides helpful
information when user hovers over
field
Smart Actions (cont’d)
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Selecting Column allows one or more
fields to apply Smart Actions
Smart Action information must be set
at field level
Smart Actions (cont’d)
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Edit Display field to set desired Smart
Action
Edit Field option frequently used to edit
live data directly from report
Smart Actions (cont’d)
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Save Smart Button must be selected
• Can only save to one table per report
Important: Field Value must be set up
correctly!
Smart Actions (cont’d)
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Editable Reports:
• Editable fields display with text box
• Surrounding text changes to green after
records update if save is successful
Smart Actions (cont’d)
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Now let’s take a look at adding Smart
Actions to open Work Order records
directly from a report!
Applying Smart Actions: Example
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Smart Criteria allows users to:
• Dynamically filter records
• Supplement criteria already defined
• Specify single or multiple additional
criteria quickly
Smart Criteria
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Default State must be set to Shown
from Smart Criteria(s) sub-tab
Default Smart Criteria indicates the
default field to display for filtering
Smart Criteria (cont’d)
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Smart Criteria Pane appears on left side
of Report
Show / Expand control allows users to
hide or show
Smart Criteria (cont’d)
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Data and options available depend on
type of field:
• Lookup
• Module
• Date
• Asset
Smart Criteria (cont’d)
Copy the Closed Work Order List
Enter a unique Report Name
Example: “Closed Work Order List with Smart Actions – Initials – Date”
Select the Smart Elements Tab
Turn the Smart Mode to On from the Smart Settings sub-tab
Select the Smart Action(s) sub-tab and select Row (Single Smart Action per Row)
Select Popup WorkCenter from the Smart Action dropdown
Scroll to the bottom of the Smart Action Field Value and select [WO] WO
Enter Click here to open this Work Order for the Smart Action Tool Tip
Click Apply
Locate and generate your Report
The Report will now open the Work Order associated with the row when selected:
Navigate back the Report Setup of your Report
Click on the Smart Elements tab and select the Smart Criteria(s) sub-tab
Change the Default State to Shown
Select [WO] Priority from the options for Default Smart Criteria
Click Apply to return to the Report Preview Window
The Smart Criteria pane will display on the left of the Report Preview
[WO] Priority will be automatically selected
Click on a Priority value from the options
Click the Multiple Selections indicator and select another value
Report Criteria selection is added to existing Criteria