MC University

R11|Pivot Reports

MC University

Pivot Reports Defined

Agenda

MC University

Pivot Reports OverviewPivot Table Definition

Pivot Reports Defined

MC University

Special type of Summary Report for aggregation of data along two dimensions• Work Order Counts by Shop and Status

Pivot Reports Overview

MC University

Also used to present time periods in logical date aggregations • Total Labor Cost by Priority • Can be setup to group by Week, by

month, quarterly, etc.

Pivot Reports Overview (cont’d)

MC University

Pivot Table Definition will determine the fields available and how they appear Fields by which Pivot Reports are defined:• Row definition• Column definition• Summary Data

Pivot Table Definition

MC University

Fields are added and edited to create field definition Examples of the columns include:• Row:

Pivot Table Definition (cont’d)

MC University

• Column:

Pivot Table Definition (cont’d)

MC University

• Summary Calculation:

Pivot Table Definition (cont’d)

MC University

A report setup in this way will show a count of Work Orders by type and month of requested date:

Pivot Table Definition (cont’d)

MC University

Pivot setup tips:• Fields should be in proper order (R-C-S)• Remove unnecessary fields • Use Pivot Setup to set definition

Pivot Table Definition (cont’d)

MC University

Now, let’s take a look at creating a Pivot Report that provides a summary of hours worked on closed Work Orders for the current year!

Labor Hours by Priority for Current Year: Example

MC University

Now, let’s take a look at creating a Pivot Report that shows the total costs associated with all Work Orders by Type and Shop!

Work Order Costs by Type and Shop: Example

MC University

Now, let’s take a look at creating a Pivot Report for a Closed Work Order Count by Type and Priority!

Closed Work Order Count by Type and Priority: Example

Thank You for Watching!