You may know that you can run reports from within Blue Mountain RAM, but do you know how to create the Blue Mountain RAM Report Records that make this happen? Blue Mountain RAM makes reports available through Report Records. A Report Record holds the information needed to locate and run a specific report, as well as option choices for how it runs.
FIRST: FIND THE INFORMATION NEEDED TO LOCATE AND RUN A SPECIFIC REPORT
1) Find the name of your Report Source.
Your Report Source is specified in Blue Mountain RAM’s System Configuration. This is how Blue Mountain RAM – and you too – can find the available report files.
1. Open the Go To menu and select System Configuration.
2. Expand Sites > YourSite > Reports, and highlight Report Sources.
3. Open the Report Source record and note the name assigned to it. This name is listed on Report Records to identify where the report folders are located (at the URL listed on the Report Source record).
2) Find the name of the folder that holds the report.
Report Records must fully instruct where to find a report. After reaching the Report Source, the next part of the path is the name of the folder holding the report.
1. Copy and paste the URL of the Report Source into a browser address bar and press ENTER. Providing you have permission to access the Report Server, you will see the name(s) of your report folder(s). If you do not have permission, you will see a message instead of Report Server content.
2. It is crucial to accurately reference the name of the folder that holds the target report. The example below shows two report folders (BMRAMReports and BPTemplate) and a link to Data Sources. Your folder names and links at this view of Report Server content may differ.
3) Find the name of the report file.
The name of the report file is the final part of the path to a target report.
1. Click each report folder to open and view its list of report files. Use the browser’s BACK button to return to the page of report folders and view the content of another report folder if multiple report folders are present.
2. Locate the target report and carefully note its filename.
NOTE: Check with your Quality/Validation team for approval of any new reports you wish to make available to Blue Mountain RAM users. Additionally, a new report may need your organization’s logo and customization for its field labels to match your field labels.
SECOND: ENTER INFORMATION ON REPORT RECORD AND SELECT RUNNING OPTIONS
Existing Report Records are found by opening the Go To menu and selecting “Reports”:
The Reports feature is organized by Report Categories listed in the left-hand side of the window. Highlight a category to view its list of Report Records. Double-click a Report Record to open it and view where the information you just looked up gets entered. (The following example uses the “Equipment Select” Report Record and focuses on the “Source” and “Query String” fields.)
Information Entered On A Report Record:
- Name: A friendly name users will see when selecting the report (helpful when the report’s file name is not friendly to user comprehension)
- Record Type: The record type chosen for the report during the running of the Add Report Wizard (also identifies which record type’s “Reports” menu will offer this report, should the “Show As Quick Report” option be checked)
- Category: The Report Category in which Blue Mountain RAM stores this Report Record
- Source: Name of the Report Source Record that holds the URL to the Reporting Server (Referencing the Source provides access to the URL it holds.)
- Query String: Provides the rest of the path from Report Source to Report File
The Query String must be written in the following format:
For example: /BMRAMReports/AssetInventoryList
(Never include the report filename’s file extension)
- Description: A brief description of the report, indicating its purpose or use
Option Choices For How A Report Runs:
After filling out the fields on the left-hand side of a Report Record, it is time to address the options for how the report will run. These option choices are located in the top right-hand corner of the Report Record.
Before defining the Option choices, it is important to understand that Blue Mountain RAM has two types of reports and some options are only effective when applied to one type of report.
Here are the two types of Blue Mountain RAM reports and examples of their use:
1) Select Reports: This type of report contains no instruction as to which records it should find. Instead, it applies itself to records the user specifies.
- The user may run such a report – a Select Report – from the “Reports” menu of a record. In this case, the report contains the record whose “Reports” menu is accessed.
- The user may run a Select Report from a query of the same record type as listed on the Report Record. The “Equipment Select” Report Record lists a Record Type of “Equipment”. In this case, the Equipment Select” report will be available from queries listed under Assets > Equipment Asset Queries. The report can be told to return all records included in the current query, or only those records in the rows the user has highlighted.
2) Standalone/Parameter Reports: This type of report contains built-in instruction as to which records it should find. It may also contain built-in parameters, which are questions to the user, and the user’s response fulfills a criteria specified in the report.
- A user may run such a report – a Standalone/Parameter Report – from the Reporting Feature of Blue Mountain RAM (Go To > Reports). If the report is “Asset Inventory List,” the report runs independently and produces a list of all assets.
- A user may run a Standalone/Parameter Report from the Reporting Feature of Blue Mountain RAM. The report opens with one or more parameters (questions) for the user to answer, and upon receiving those answers, the report finds records related to the user’s answers. If the report is “Events Due,” the report asks the user which event types they wish to see, and from what dataset. The user chooses “Calibration Events” and the “Production” dataset. The report runs and finds Calibration Events in the Production dataset.
The option choices for how a report runs include:
- Active: Makes the report visible/selectable in areas of Blue Mountain RAM outside of Go To > Reports
- Allow Configuration: (applies to Select Reports) If this box and the “Use Query Criteria” box are checked, the user can change the next three options at the time of running the report (Use Query Criteria, Use Selected Rows, and Separate Reports).
- Use Query Criteria: (applies to Select Reports) This box must be checked for all Select Reports. This tells Blue Mountain RAM to give the report “Select Report” functionality; including records on which the report is listed, all records of a query, or only highlighted records. You can manipulate “Use Query Criteria” behavior by using it in conjunction with a query you built to pull only targeted records.
- Use Selected Rows: (applies to Select Reports) When checked (the “Use Query Criteria” checkbox must be checked first), the report only includes highlighted rows.
- Separate Reports: (applies to Select and Standalone/Parameter Reports) When checked (the “Use Query Criteria” checkbox must be checked first), the report renders a separate report file for each record. Ten records result in 10 report files.
- Show as Quick Report: (applies to Select Reports) When checked, the report will appear in the “Reports” menu of the record type specified in the Report Record’s Record Type field.
THIRD: MAKING NEW REPORT RECORDS
Now that you know how to find and fill out information for a Report Record, and choose appropriate options for it, you might wish to add one or two new Report Records to your site. Let’s take a quick look at where and how to use the Add Report Wizard.
1) Open Blue Mountain RAM’s Go To menu and select REPORTS.
2) Highlight the Report Category under which you will store the new Report Record. (In this example, I chose a category named, “Work Management.”)
3) Click the Reporting Feature’s NEW button to launch its Add Report Wizard.
4) Select “Report Type” and “Record Type”. (I chose “WP Template” for both.)
5) Click NEXT.
6) The Report Record opens and your choices for Record Type and Category are applied.
7) Fill out the remainder of the Report Record as previously discussed.
When you have questions, consult the Blue Mountain RAM User and Administrator Manuals. If necessary, contact our friendly Support Technicians at firstname.lastname@example.org with questions. Also, please enjoy calling and speaking with your Regional Sales Manager (RSM) at 800-982-2388 if you are interested in Blue Mountain RAM ideas, training, or services.