Graffiti - Graffiti Advanced Reporting
Advanced reporting tools are available for Graffiti records.
These tools give users the ability to search through any of these records by specifying basic or highly specific criteria.
Exporting and printing tools are also supplied so that these reports can be printed or exported directly from the Advanced Report window.
To access this functionality you select the Advanced Search/Reports under the Integration/Graffiti.
Entering Advanced Reporting Criteria: When you click on the Advanced Report, you will be presented with the Advanced Report Form as shown below:
Note: Please note the following steps are common for all record types - Customer Requests, Inspections, Work Tickets and Work Items.
Advanced Report Form
Advanced Reporting Profiles
If there are Advanced Reports that need to be accessed on a regular basis, they can be saved as profiles for easy future access
An example of this could be when an individual regularly wants to view upcoming work that has been assigned to them.
Simply set up an advanced report that searches for their name and filters by relevant dates before saving the search as a profile.
Rather than having to set up the search from scratch each time, they are able to easily select their preset profile from the list.
To create and save a new profile, follow the steps below to set up the search criteria for your Advanced Report. Once finalized, enter a profile name in the in the New Report field and Save.
To open an existing profile, select the appropriate file using the Profile drop-down arrow and click Load.
Selecting Asset Category and Setting a Filter
To further refine the search, proceed to the Set Filter area. This section allows the customizable boolean search to show specific information.
This search can be as advanced or as basic as the user requires.
Change the condition by clicking And, add new conditions using the + sign, and edit conditions by clicking on either the Field, Operation or Value text. Conditions can be removed from the filter by clicking on the adjacent x button.
Click 'Apply Filter' to view the resulting data in the Search Result window.
Column Customisation
Consistent with other areas of myData, the Advanced Report form also allows for the viewable columns to be completely customized.
To amend the columns in the view, click on the Column Customisation button and drag-and-drop the field names to and from the Column Customisation window.
Results can also be grouped by a particular column by dragging-and-dropping the desired field box into the labeled area above the column headings.
Printing and/or Exporting Results
The results of your advanced search/report can also be printed or exported.
By clicking on the Print and Export To button, you can opt to send the results directly to the printer by selecting Print Preview or export them to any one of the following file types:
- Microsoft Excel (.xls)
- Adobe PDF (.pdf)
- XML document (.xml)
- Text file (.txt)
- HTML document (.html)
- RTF file (.rtf)
- MHT file (.mht)
Pivot Reporting
After running an advanced search, click on the Pivot Table button:
The following screen will appear:
- Click 'Show Column Customization'.
All fields selected in the Advanced Asset Search appear in Pivot Grid Field List:
- Drag the required fields into the Pivot report area. Users can view and group the data as required:
- To add a new field to the Pivot report clicks Add Expression Field.The following screen will appear:
- To add an expression click on the button and the following screen will appear:
- The expression editor calculator is a powerful tool that facilitates numerous calculations to be carried out on selected fields.
Using Functions and Fields in the Expression Editor, enter the required formula and click OK
- The newly added field appears in the report as shown above. Users can then export the data:
