Question
How do I create a report for specific part records?
Answer
Because the information required may not always be available from the reports within the
system, it is possible to build specific reports from the Parts data.
Selections give you the opportunity to create your own reports using the fields provided.
This can be of particular interest if you are required to produce reports that you are unable to
obtain through Reporting for specific manufacturer requirements.
Parts > Selections.
The search page is split into three separate areas. At the top of the page, tabs allow the
selection of previously saved selections.
The areas may be completed in any order, however for ease of understanding click into the
top box ‘Choose Fields to Search’ first.
The Select Fields section on the left hand side of the screen displays all available fields on the part record.
The field selected will appear in the Fields for Selection section on the right hand side of the screen.
Once a field has been selected, the box in the middle of the screen will be displayed.
The selection options are hard coded into the system and cannot be changed by users.
The table below provides a guide for the data that will be returned by the selection dependent
upon the search option selected:
Using Like and the wild card examples;
Like *filter will show all parts that have the word “filter” and text before i.e. Oil Filter
Like oil* will show all parts that have the word “oil” and text after i.e. Oil Seal
Like *f* will show all parts that have the letter “f” with text before and after.
Once ‘field to search’ has been selected and the criteria chosen, select ‘Add’.
The selected Fields for Selection will update as they are selected.
Single clicking a selected field will show the current criteria chosen, this can be amended.
Double clicking a selected field will remove it from the search.
Before proceeding, specify the level of the company structure at which the search is to be
performed.
The level of the company structure at which a selection may be run is dictated by the user
level of the logon being used.
Once the criteria have been completed as required and the level of the company structure at
which to search has been specified, selecting ‘Accept’ returns the previous screen.
The ‘Choose Fields to Search’ section will be completed with the fields selected.
The Choose Fields to Display section on the bottom left hand side of the screen will by default
have fields already populated – click on the link field to open the screen up.
Extra fields to be displayed by the selection can be added from the Select Fields section on the left hand side of the screen.
These will form the columns of the report.
Once the fields to be displayed have been selected and put into the order as required, click on the ‘Accept’ button to return to the previous screen. The Fields to Display section is now populated with the fields required.
The maximum report size is what can be printed from Pinnacle, if the current report size goes
over this size it won’t be displayed or printed properly, but can still be exported.
The final section of the selections screen can now be completed. The Choose Formatting and Sorting Options section is used to dictate the style in which the report is to be displayed.
The selection can be printed in portrait or landscape.
The report can be sorted by one of the fields selected to display.
The results can be in ascending or descending order.
Selecting ‘Reset’ will remove ALL criteria selected and new report criteria can be selected.
Once all of these fields have been completed, select ‘Search’ to run the selection.
The results are displayed on screen.
Each part record displayed within the selection can be accessed by double clicking on the
line.
If the results displayed do not match the requirements, the ‘Back’ button will return to the
search criteria so that changes can be made.
The ‘Print’ can be used to print the report (remember that if the current report size exceeds
the maximum report size, not all fields will be printed).
Finally, the ‘Save’ option can be used to store the report on the system to be accessed again
later.
After selecting the ‘Save’ button the save, selection window is displayed.
Enter a name for the report and specify whether to save Results or Selection Criteria – both can be selected if required.
In the scenario that the data is required only once, it may be advisable to only save the results.
If, on the other hand, the selection is one that is to be run regularly, saving the selection
criteria allows the search to easily be refined by changing, for example, a date range within
the search criteria on each occasion that the selection is run.
If both are selected, upon re-opening the saved report, the user will be prompted to choose
whether to view the results or the selection criteria.