The Report Builder allows you to create customized reports for you and your team. Since Service Providers are unique in the way you use MachineMetrics, we created a special Report Builder for Service Providers to unlock valuable information and trends across your customer base. These capabilities allow you to run benchmarking reports across machine types and industries while also enabling you to run reports on downtime reasons related to your machines on the shop floors of your customers.
Note* Because the way you organize your Machine Groups will determine the organization of reports you build with the Report Builder, please review this article on Machine Groups and also look at the way you currently organize your Machine Groups in your MachineMetrics account.
Topics covered in this article:
- Accessing the Report Builder
- Using the Report Builder
- Product Report Builder FAQ's
Accessing the Report Builder
To access the Report Builder, log into your MachineMetrics account, hover over Reports in the main navigation, and select Report Builder.
Using the Report Builder
The Report Builder offers flexible reporting, meaning you have the ability to customize the metrics, the groups, and the filters of your report.
Select your Date Range
To build a report, start by selecting the date or date range you wish to include in the report, then select Apply.
Note: The exact range of dates and times included in the report will be included when you build the report and is based on your "Start of Day" configured in that company's settings.
Use Controls to Select Data Items and Filters
Next, use the Controls in the left sidebar to select the data you are interested in reporting on. If you would like to include all data under a specific heading you can choose Select All. There is also an option to Deselect All as an easy way to clear selections within a section.
To hide the sidebar controls, select Hide Controls on the left side of the screen which will make the report display area larger.
Now, choose how your data will be organized by making selections under the Group By tab. If no Groups are selected, the report will return a company-wide roll-up. The grouping hierarchy is determined by the order in which you select them, so to reorder, de-select and reselect in the order you wish to include.
By running a report on different Machines and Machine Groups, you can understand how different types of machines are performing compared to other types. If you organize groups by industry, this could be a powerful way to compare the use of your machines across industries.
Select from Machine and Machine Groups under the Filter By tab to narrow the results of your report by specific Machines or Machine Groups.
Build & Clear Reports
Once your data, grouping, and filters are entered, select Build Report. This will create and display the report containing the information you have selected. There is an option to Clear Report which will clear the current report and your selections within the controls.
If you wish to make edits to the report, adjust your selections in the Controls, and select Build Report again which will display a report reflecting any changes made.
Export your Report
Selecting Export CSV will export the report data to a CSV file that can then be saved and shared with others at your organization.
Note: In order to export a report to a CSV file, you must have either Manager or Executive-level access. For a guide on user roles and permissions, you can review our Users Knowledge Base article.
Save & Load Reports
If there is a Report that you use often, we recommend that you Save Report for easy access. Saving a Report allows you to Load the Report at any time.
First, in order to Save a Report, you must first Build Report. Once you have built a Report, you will have the ability to select Save Report, as shown below.
Choose Public or Private Visibility to determine who will be able to see the Report. Choosing Private will make the Report only visible to your user account. Choosing Public will make your Report visible to everyone on your MachineMetrics company account, but you will be the author and the only one that can make changes to the Report or delete the Report.
Select Load Report to load a Report that has been previously saved.
This will display the list of Saved Reports including the Reports you have saved as well as the Reports your team has saved with Public Visibility.
How can I change the name of a report?
In order to change the name on a Report, you can Load the Report and then select Save Report again, giving the Report a new name. Keep in mind, this does not replace your existing report but will create a duplicate Report with a new name. You can then delete the original report from the list of your saved reports.
How can I revise the data and filters included in a report?
If you Load a Report and would like to make changes to the Data or Filters that are included, you must 1) update the data in the Controls 2) Build the Report again before you 3) Save Report using the same name. Using the same name for a report will override the existing Report (not case sensitive).
*Note that you must select the same Visibility to override the existing Report. If the original Report was saved as Public, and you override the Report and select Private, it will create a second Report instead of overriding the original Report.
If you have any questions regarding the Report Builder feel free to reach out to us any time at email@example.com.
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