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WebTMA Report Writer Workshop

WebTMA Report Writer Workshop. Hyon Kim TMA Systems. Quick, Intuitive Reports. Create a New Report in a Few Easy Steps Select a Form to Report on Select Fields to be Displayed on the Report Add Criteria to Filter Report Data (Date Ranges, Specific Values, Prompt User) Add Calculated Fields

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WebTMA Report Writer Workshop

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  1. WebTMA Report WriterWorkshop Hyon Kim TMA Systems

  2. Quick, Intuitive Reports • Create a New Report in a Few Easy Steps • Select a Form to Report on • Select Fields to be Displayed on the Report • Add Criteria to Filter Report Data (Date Ranges, Specific Values, Prompt User) • Add Calculated Fields • Select Sorting Options • Create Report Summaries • Select Report Layout • Preview Your New Report

  3. 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

  4. 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.

  5. 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

  6. Adding Calculated Fields • Calculated Fields • Text vs. Math

  7. Adding Groups Groups Group results together by any field in the report

  8. Select Sorting Options • Sort by Any Field in the Report • Ascending and Descending • Sort Preferences • Example: Sort by Building First, then by Area Number

  9. Summaries You can choose a summary type of: AVG COUNT MAX MIN SUM

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

  11. Questions & Comments Please complete the evaluation.

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