The Report Manager consists of numerous pre-designed reports. Summaries like these are an important benefit of using WebTMA software.
Use these pre-designed reports to review different elements of the data stored in the WebTMA database. When you select the Quick View or View Report button, the Print Options flyout presents selections for the report such as date range and Repair Center. You can also mark the Schedule Report radio button to establish the rules to automatically generate and email the report on a regular basis.
Some reports are tied to individual modules. On module windows such as Work Order or Equipment, choose the Reports segment on the Navigation panel to see a list of reports specifically designed for the record that is open. Not all reports listed in Report Manager are tied to individual modules.
If the information that you want is not displayed in the standard reports, you can set up a customized report using the separate Report Writer module.
Report Restrictions by User
Your WebTMA System Administrator determines the category of reports you can see. These decisions are made using the User Management and Groups windows. If you need to see a report that is not available to your login privileges, ask your WebTMA administrator to review them from Admin > User Management > Records / Data Access Tab–Report Categories Section.
Users with Hide Labor Cost granted on their User / Preferences can run reports that contain labor costs; however, labor cost fields are hidden from Users with this restriction. Even if the report contains headers to sort and group the data by labor cost, the labor cost values remain hidden.
Navigation Panel on Report Manager Window
The Navigation Panel on this window does not search the Reports. This is the same panel found on other windows, and the Search and Fast Find features look for specific records in the data base.
When Fast Find is used on the Report Manager window, the Multi-Window Search function applies. That is, both Favorite and Multi-Window search status have been added to the panel. When you enter a Tag number in the Fast Find field on the Report Manager window, WebTMA searches your Favorite windows with Multi-Window status for the Tag and returns a list of records for that character string. Select one of the records to view it.