fmx reporting - beyond express reports · 6 fmx reporting - beyond express reports step 3, use...

FMx Reporting - Beyond Express Reports

Document Release Date: 8/29/2018

Edition: 2

1 FMx Reporting - Beyond Express Reports

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Table of Contents Activity 1, Create a Report Using the Standard Report Designer ................... 3

Step 1, Add the report in Report Management… ....................................... 3

Step 2, Complete the “New Standard Report Wizard” … ........................... 4

Step 3, Use “Report Options” to update table relationships… ................... 6

Step 4, Add fields to the report layout… ..................................................... 8

Activity 2, Using Report Sections .................................................................... 9

Step 1, Add a “Group Header” section to our current report… ............... 10

Step 2, Add “Building” and “Room #” group headers to the report… ...... 11

Step 3, Add a “Group Footer” to the report… .......................................... 11

Activity 3, Adding a Formula to a Cell ........................................................... 12

Step 1, Calculate count of employees for the Building group… ............... 12

Step 2, Calculate count of employees for the Department group… ......... 13

Step 3, Using a cell reference… ................................................................. 13

Activity 4, Apply Formatting to the Report ................................................... 14

Step 1, Add column headings… ................................................................. 14

Step 2, Merge cells... ................................................................................. 14

Step 3, Suppress rows we don’t need to see in the report… .................... 15

Step 4, Insert a row… ................................................................................ 15

Step 5, Add “Section Shading” … .............................................................. 16

Step 6, Apply shading to other rows or cells… .......................................... 16

Step 6, Set sections to display “collapsed” … ........................................... 17

Activity 5, Adding Columns with Calculated Values ...................................... 18

Step 1, Add the report in Report Management… ..................................... 18

Step 2, Add a column and create a calculation for utilization… ............... 20

Activity 6, Apply Conditional Formatting ...................................................... 21

Activity 7, Add a Gauge to Summarize Report Data ..................................... 23

Step 1, Format the current report output… .............................................. 23

Step 2, Create a space for the gauge… ..................................................... 24

Step 3, Insert the gauge… ......................................................................... 25

Activity 8, Add a Graph to Summarize Report Data ...................................... 27

Step 1, Save and edit a copy of the report… ............................................. 27

Step 2, Update the report formatting… .................................................... 28

Step 3, Insert a graph… ............................................................................. 28

Activity 9, Add a Run-Time Parameter to the Report ................................... 31

Activity 10, View or Edit Another User’s Report ........................................... 34

Activity 11, Promote a Report ....................................................................... 35

Activity 12, Managing Tables and Fields Visible in FMx Reports .................. 37

Step 1, Add a table to the “Report Table” list for a module… .................. 38

Step 2, Permission tables in the “Report Table” list… .............................. 39

Step 3, Select which fields to make available in FMx Reports… ............... 40


Activity 1, Create a Report Using

the Standard Report Designer The FMx Reporting Standard Report designer allows for more control and configuration options compared to the Express Report designer. Users can control the relationships between categories, customize the formatting of report “sections” and add calculated values to cells. In the next activities we will work through the process of creating the report shown here. For each department, the report will display the head count by building.

Step 1, Add the report in Report

Management… Steps:

• Sign-in to FM:Interact

o User: khealy

o Password: fms

• Navigate to: Space Management

Reports Report Management

Tip: The “Report Management” view can be

set as a “favorite” in the navigation tree to

enable easier access.

• Click “Add Report”

Note: A user must belong to a “Role” with the

Content Privilege “Manage my reports” in

order to view the Report Management option

and be able to add reports.


• In the new report details select the

following options:

o Report Type: FMx Report

o FMx Report Type: Standard Report

o Report Code: KH04

o Name: Departmental Occupancy

(kh)

o Check Use Nolock checkbox

• Click “Save & Open Designer”

Step 2, Complete the “New Standard

Report Wizard” … The “New Standard Report” initially window

opens with a series of tabs similar to the

“Express Report” designer. The process for

adding the initial Categories, Sorts, and Filters is

the same as for an Express Report.

Steps:

• Add the following Categories to the report: o Group Codes (G0) – used for

department descriptions o Employees (N0) – used for

employee names o Seat Assignments (NA) – used

for room assignments o Space Inventory (A0) – used for

room numbers and department assignments

o Buildings (B0) – used for building names

• Click “Next”


• Add the following Sorts to the report in the order listed: Note: fields are sorted in the order they appear in the list. Sorting by Group then Building will show different results then sorting by Building then Group.

o Group Codes (G0) Group Name (GROUPDESC)

o Buildings (B0) Site Code (SITECODE)

o Buildings (B0) Building Description (BLDGDESC)

o Space Inventory (A0) Room # (RMID)


• In this example we don’t require any filters, so just click “Next”

If desired, fields can be added to the layout in

the “Layout” tab similar to the Express Report

designer. However, unlike the Express Report

designer, in the Standard Report designer

formatting cannot be set in the “Layout” tab.

Formatting and other options will become

available after the user clicks “Finish” to

complete the “New Standard Report” wizard.

For this example, we’ll add fields to the layout

after completing the wizard.

• Click “Finish”

Result: The standard report designer appears.


Step 3, Use “Report Options” to

update table relationships… Report Options can be access using the Report

Options button ( ). From the options menu

you can make updates to any of the items set in

the wizard (Categories, Sorts, Filters) as well as

access the General and Report Options, and

update the table relationships used.

At times there may be multiple relationships

between some of the categories in our report.

The report designer will select one, but that

may not be the one we really want. In this case

both G0 and NA relate to N0 and the report

designer picked G0 to N0 instead of the desired

NA to N0 relationship. By using the Joins

dialogue we can specify the specific relationship

we want used for a given report.

Steps:

• Select Report Options Advanced Joins

• In the Joins dialogue, delete the

relationship from Group Codes (GO) to

Employees & Space (N0) by clicking the red

‘X’ to the right of the relationship.

• Click “OK” to confirm deleting the

relationship

• Click the “From” dropdown field and select

the Seat Assignments (NA) category. Click

the “To” dropdown field and select the

Employees (N0) category

• Click “Add” to define a new relationship


Tip: From this dialogue you can also control if

records are returned that don’t have a match in

the related table. For example, in a report

displaying employee room assignments, should

the report list rooms where no employee is

assigned? By default, reports will only return

records where there is a matching in all related

tables.

• Click “Add Condition” in the Report Join

window

• In the left column select the “Seat

Assignments (NA).EmplD (EMPID)” field

• In the right column select the “Employees

(N0).Employee # (EMPID)” field

• Click “OK”

Tip: Relationships to or from concatenated

fields, for example A0.BLDGCODE+A0.RMID, can

only be used as the default relationship and

cannot be added manually.

• Click “OK” to save the updated relationships


Step 4, Add fields to the report

layout… • Add the following fields to the specified

cells:

o A4: Group Codes (G0) Group Name

(GROUPDESC)

o B4: Buildings (B0) Building

Description (BLDGDESC)

o C4: Space Inventory (A0) Room #

(RMID)

o D4: Employees (N0) Employee

(ENAME)

• Click the column header for column E and

select “Delete Columns” to delete the

unused column.

• Save and Run the report to see the current

result

A “Detail” line is shown for each record

returned by our report. In our case that means

a detail line for each employee assigned to a

room.

Notice also that the detail rows are ordered

according to the “Sorts” we specified, even

though some of the fields we are sorting on are

not actually displayed. In our case we are

sorting by Group Description, Site Code (not

displayed), Building Description, and Room #.


Activity 2, Using Report Sections Report “Sections” are used to either group sets

of related detail rows together based on

sorting, or to control the display of information

like page or report headers and footers.

Grouping detail rows allows us to then use

aggregates like counts and sums to display

calculated values for each group.

FMx Reporting has the following “Section” types:

• Page Header: Contents are repeated at the

top of each page of the report. Example:

Column names

• Report Header: Contents are displayed once

at the beginning of the report.

• Detail: Contents are repeated for each

record returned by the report.

• Report Footer: Contents are displayed once

at the end of the report.

• Page Footer: Contents are displayed at the

bottom of each page of the report.

Example: the current page number

• Group Header: Contents are repeated at

the beginning of each defined group.

Example: group header value

• Group Footer: Contents are repeated at the

end of each defined group. Example: count

of group member.


Step 1, Add a “Group Header”

section to our current report… Add a “Group Header” section to our report to

better organize the results.

Steps:

• Click on the “Details” section in the report

layout view.

• Select: Add Section Group Header

• In the “Group Header” dialogue, select

“Group Codes (G0) Group Name

(GROUPDESC)

• Click “OK”

Result: A new group header section appears

on the left with one row.

• Drag and drop the contents of cell A5 to cell

A4. This moves the display of the group

description from the detail row to the group

header row.

• Save and run the report to see the results.


Step 2, Add “Building” and “Room #”

group headers to the report… • Repeat the steps to add group headers for

Building Description (BLDGDESC) and Room

# (RMID).

• Drag and drop the cell values from the

detail row to the appropriate header rows

for Building Description and Room #.

• Save and run the report to see the changes.

Step 3, Add a “Group Footer” to the

report… In the next step we’ll add a formula to count the

number of employees in each building. But we

need a place to add that calculation.

Note: Aggregate calculations such as counts and

sums of group detail data can only be

performed in group or report footers.

Aggregate values calculated in a group or report

footer can then be displayed in the

corresponding header be using a “cell

reference.” This will be demonstrated in a later

step.

Steps:

• Click on the “Detail” cell in the “Section”

column.

• Select: Add Section Group Footer

• In the dropdown choose Buildings (B0)

Building Description (BLDGDESC)


Activity 3, Adding a Formula to a

Cell Formulas can be used to calculate values within

a detail section, display aggregate values in a

footer section, or apply conditions to report

filters or cell formatting.

Step 1, Calculate count of employees

for the Building group… Steps:

• Select an empty cell in the Building

Description Footer section. Example: D8

• Click the formula button ( ) from the

formatting toolbar.

• In the “Formula Editor” dialogue box select

the function Aggregate AggCount and

click “Add”

• In the “Select Field” list select the Category

“Employees (N0)” and the field “Employee #

(EMPID)” and click “Add”

Result: the function is written out in the

“Formula” text box to find the count of the

EMPID.

• Click “OK”

Result: the formula is added to the cell D8.

Because this formula is in the Group Footer

section, it will calculate for all records

returned as part of the current group.



Step 2, Calculate count of employees

for the Department group… • Use the techniques previously

demonstrated to add a “Group Footer”

section for Group Codes (G0) Group

Descriptions (GROUPDESC). <1>

• Use the techniques previously

demonstrated to add a formula to calculate

the aggregate count of RMID in the Group

Description Footer. <2>

Tip: if you are adding the same formula a

2nd time, instead of going through all the

steps you can simply copy and paste the

contents of one cell to another.

Step 3, Using a cell reference… Using a “cell reference” we can display a value

in the header that was calculated in the footer.

Steps:

• Select a cell in the Group Header for

“BLDGDESC”. Example: D5

• Type the text: =[D8] <3>

Result: contents of cell D8 will be displayed

in cell D5.

• Select a cell in the Group Header for

“GROUPDESC”. Example: D4

• Type the text: =[D9] <4>

Result: contents of cell D9 will be displayed

in cell D4.



Activity 4, Apply Formatting to

the Report

Step 1, Add column headings… • Select cells in the Page Header section to

add column headings that will be repeated

at the top of each page. <1>

o A3: Department

o B3: Building

o C3: Room #

o D3: Head Count

• Use the formatting tools to update the

formatting of the column headings.

o Font Size: 10

o Font Style: Bold

• Add the label “Employee Name:” to a blank

cell in the “Details” row. Example: C7

Step 2, Merge cells... • Select cells A4 and B4. Click the “Merge

Cells” button from the formatting tool bar.

<2>

Result: the cells are merged, giving more

room for the display of the group name.

• Select cells B5 and B6. Click the “Merge

Cells” button from the formatting tool bar.

<3>

Result: the cells are merged, giving more

room for the display of the building name.


Step 3, Suppress rows we don’t

need to see in the report… Because we are displaying the counts of

employees in the group headers, we don’t need

to display the group footers. We can hide the

group footer rows by “suppressing” them.

Steps:

• Click the row number for the Building

Description group footer.

• In the pop-up menu select “Suppress Rows”

<1>

Result: the suppressed row is shown

hatched to make it obvious this row will not

be displayed when the report is run.

• Repeat the steps to suppress the footer row

for the Group Description section. <2>

Note: from this menu you can also insert or

delete additional rows within the selected

section, change the row height, collapse rows

(group headers only), or insert a page break.

Step 4, Insert a row… Let’s insert a blank row at the top of each

department group to make things easier to

read.

• Click the row number for the Group

Description header row.

• Select “Insert Row Before” <3>


Step 5, Add “Section Shading” … Within a section, alternating row shading can be

added to make the report output easier to read.

Steps:

• Click on a section to shade under the

“Section” column. Example: Details

• From the pop-up menu, select “Section

Shading”

• Click “New” to add a shading line.

• Click the color square to select the shading

color. Example: #CDCDCD

• Click “New” to add a 2nd shading line.

• Click the color square to select the shading

color. Example: #B7B7B7

• Click on a section to shade under the

“Section” column. Example: Building

Description Header

• Add one or more alternating colors

Step 6, Apply shading to other rows

or cells… Steps:

• Select the cell(s) you want to shade and specify the background color from the formatting toolbar.

o Row 1: #99E6FF o Row 5: #19B3E5


Step 6, Set sections to display

“collapsed” … Often you’d like the details to be available in a

report but may not want to see them by

default. Collapsing a row will hide all the

subsequent rows in that section. A ‘>’ symbol is

display and will expand the rows if clicked.

Steps:

• Select the row number for the Building

Description header row. Example: row 6

• From the pop-up menu select “Collapse

Rows”

• Save and run the report.


Activity 5, Adding Columns with

Calculated Values In the following 3 activities we will build the

report as seen on the right. This activity builds

on the skills demonstrated to this point.

Step 1, Add the report in Report

Management… Steps:


o User: khealy

o Password: fms

• Add a new report:

o Report Type: FMx Report

o FMx Report Type: Standard Report

o Report Code: KH05

o Report Name: Utilization Report

(KH)

• Save & Open Designer

• In the New Report wizard

• In the “Categories” tab add the following

categories:

o Buildings (B0)

o Space Inventory (A0)

• In the “Sorts” tab add the following fields in

this order:


o Buildings (B0) Building Code

(BLDGCODE)

o Space Inventory (A0) Floor

(FLOORCODE)


o Space Inventory (A0) Space Type

(SPACETYPE)

o Space Inventory (A0) Room #

(RMID)

• In the “Filters” tab add the following filters

in this order:

o Space Inventory (A0) Occupancy

(OCC) : Greater Than : 0 : OR With

Next Filter

o Space Inventory (A0) Capacity

(CAPACITY) : Greater Than : 0

• In the “Layout” tab add the following fields

in this order:


o Buildings (B0) Building Code

(BLDGCODE)

o Space Inventory (A0) Floor

(FLOORCODE)

o Space Inventory (A0) Space Type

(SPACETYPE)

o Space Inventory (A0) Room #

(RMID)

o Space Inventory (A0) Capacity

(CAPACITY)

o Space Inventory (A0) Occupancy

(OCC)

• Set the “Summary Function” for the

Capacity and Occupancy fields to “Sum” <1>

• In the “Summarize By” box, click on the

label “Buildings (B0)”


• In the Summary dialogue box enter:

o Summarize by each unique:

Buildings (B0) Site Code (SITECODE)

o Add space before each unique item:

(Checked)

o Include Header at the beginning:

(Checked)

o Header Text: Buildings (B0) Site

Code (SITECODE)

o Include Total at end: (Checked)

• Click “Finish” to close the New Report

wizard and open the Standard Report

designer

Step 2, Add a column and create a

calculation for utilization… Steps:

• Click on the column header for the right-

most column (G) and select “Insert Column

After”

• Click on the column header for the new

column (H) and select “Column Info…”

• Enter the column label: Utilization

• In the Footer row for the Site Code Group,

and the Utilization column (H7) enter the

formula to calculate utilization:

=[G7] / [F7] * 100


Note: Like in MS Excel, beginning a cell value

with an equals sign “=” tells the report designer

that what follows is a formula to be evaluated.

There are multiple ways we could have entered

this formula. In this example we are using the

cell reference ( […] ) to divide the value of cell

G7 by the value of cell F7 multiplied by 100.

Alternately we could have used the formula

editor ( ) from the formatting toolbar to enter

a formula of the occupancy field divided by the

capacity field.

We could include the calculation in the detail

row as well, but in this the utilization of an

individual room is not useful, so we’ll only

calculate it at the group level.

Activity 6, Apply Conditional

Formatting In order to make vacant rooms easy to find in

the report, we’ll apply conditional formatting to

the detail row to have a green background if the

room is vacant.

Steps:

• Select all the cells of the “Details” row (6)

• Select the Format Cells button ( ) from

the formatting toolbar

• Click the “Conditional” tab

• Click “Add”


• On the condition line select:

o Action: Background Color

o Attribute: light green

• Click the “Edit Conditional Formula” button

( )

• In the “Formula Editor” dialogue:

o Select the field Space Inventory (A0)

Occupancy (OCC)

o Click Add

o In the Formula text box enter:

<

o Select the field Space Inventory (A0)

Capacity (CAPACITY)

o Click Add

o Click OK

• In the “Format Cells” dialogue box click OK

Note: The conditional format will be applied to

the cell if the value of the condition evaluates to

true. In this case, the cell will be shaded green

if the occupancy of the room is less than the

capacity of the room.

If you choose the conditional formatting

“action” of “Suppress Row” the row will not be

displayed if the condition is met, however the

row will still be included in any group aggregate

calculations.

• Save and run the report to see the results


Activity 7, Add a Gauge to

Summarize Report Data One way to graphically represent summarized

report data is by using gauges. In our example

we’ll add a gauge to the report to graphically

represent utilization for each site.

Step 1, Format the current report

output… Let’s start by cleaning up the formatting of our

current report using techniques previously

demonstrated.

Steps:

• In the Site Code Header row:

o Split the Site Code Header row

o Move the Site Code from column A

to B

o Add a cell reference to display the

footer calculations in the header

o Format the utilization cell (H5) to

display with a percent sign and zero

decimal places

• In the Page Header row 1:

o Split the cells

o Move the title from column A to B

• Suppress the Site Code footer row so it

doesn’t display in the report

• Delete column A (Site Code)

• Update the column labels:

o Site / Building Code

o Floor

o Space Type

o Room #

o Capacity

o Occupancy

o Utilization

• Copy the formatting from the cell F3 (Occupancy)

to cell G3 (Utilization)

• Merge the cells on row 1 into a single cell




Step 2, Create a space for the

gauge… Graphs and gauges are inserted into a single cell

within the report output. Before inserting a

graph or gauge, we must first create a cell to

hold it. We will also collapse the detail rows to

make the summary information easier to read.

Steps:

• Select the row number for the Site Code

Header row (5) and select “Insert Row

After”

• Repeat the previous step to add a 2nd row

• Select all the cells in the new row 7:

o Merge the cells into one

o Insert the text “Show Details”

o Set the row option “Collapse Rows”

• Select all the cells in row 6:

o Merge the cells into one

o Center justify the cell

o Click and drag to adjust the height

of the cell to the desired size


Step 3, Insert the gauge… Steps:

• Select the empty cell on row 6

• Select the “Gauge Wizard” button ( ) from

the formatting toolbar

• In the “Appearance” tab:

o Type: Angular

o Dimensions: Fit to Cell


• In the “Data” tab:

o Value and Range: Select the

utilization calculation from the

Footer… =[F9] / [E9] * 100

o Provide range as: Static Value

o Min: 0

o Max: 100

o Color by: Percentage

o Set the first rage color to green and

leave the percentage at 70

o Leave the second range unchanged

(yellow, 85)

o Set the third range color to red



• Save and run the report.

• Adjust the size of the cell containing the

gauge until the report displays in a desired

format.

• Save and exit the report designer


Activity 8, Add a Graph to

Summarize Report Data Let’s now create a 2nd version of the Utilization

report that shows a single bar graph at the end

of the report instead of the gauges to

summarize data.

Step 1, Save and edit a copy of the

report… In order to keep both versions of the report,

one with gauges and one with a graph, we’ll

create a copy of our current report and make

edits to the copy.

Steps:


o User: khealy

o Password: fms



• Select the report “Utilization (KH)”

• Click the “Save As” button

• Update the Report Code: KH06

• Update the Report Name: Utilization Graph

(KH)

• Click “Save”

• Select the new report “Utilization Graph

(KH)”

• Click “Open Designer”


Step 2, Update the report

formatting… Next we’ll update the title, remove the current

gauge and create a cell to hold the summary

graph. Because we want to include a single

graph at the end of the report, we’ll add a

“Report Footer” section to hold the graph.

Steps:

• Update the report title (row 1) to read:

Utilization Graph (KH)

• Click the row number with the gauge (6)

and select “Delete Rows”

• Click on the “Footer: Buildings (B0)…” and

select “Add Section” “Report Footer”

• Select all the cells in the Report Footer row

(9) and merge them into one

• Adjust the Report Footer row (9) height

Step 3, Insert a graph… Steps:

• Select the Report Footer row (9)

• Click the Chart Wizard button ( ) from the

formatting toolbar


• In the Char Wizard, “Type” tab from the

“Bar and Column” charge choose “Column”


• In the “Data Format” select “Layout Two”


• In the “Data” tab:

o X-Axis Labels: from the Header

section choose “Buildings (B0) Site

Code (SITEDESC)”

o Series Values: from the Footer

section choose “=[F8] / [E8] * 100”

o Data Axis Minimum Value: 0

o Data Axis Maximum Value: 100


• In the “Appearance” tab:

o Colors: Default

o Use 3D Style: (Checked)

o Chart Title: Site Utilization

o X-Axis Title: Site

o Y-Axis Title: Utilization

o Point Labels: Series Values

o Number Format:

▪ Decimal Places: 0

▪ Append Percent Sign:

(Checked)


• In the “Size and Preview” tab:

o Fit to Cell: (checked)



• Save and run the report to view the results

• Adjust the size of the cell as appropriate to

size the graph as desired

Tip: If you would like the graph to display at the

top of the report, include it in the section

“Report Header”. If you would like your report

to consist of only the graph, “suppress” all of

the other rows in the report.


Activity 9, Add a Run-Time

Parameter to the Report “Run-Time parameters” are simply report filters

that can be adjusted when the report is

executed, giving the user the ability to adjust

what results are returned.

One option is to check the “Prompt for Value”

box when configuring the filter in the “Report

Filters” dialogue. This give will present the end

user with the report filters dialogue and allow

them to modify or add filters when the report is

executed. This option is for advanced users

who understand how to create report filters.

Another option is to add the filter under the

“Report Options” “Report Viewer” dialogue.

These filters display as more traditional

parameters, giving the end user fewer options

but an easier interface. The “Report Viewer”

filters also allow us to include formulas in our

filters, making this the preferred method for

report parameters.

Steps:

• In the Report Designer click the Report

Options button ( ) and select Options

Report Viewer

• In the Report Viewer Options dialogue box

select the “Filters”


• In the “Filters” dialogue box select the

category Buildings (B0)

• Select the field Site Code (SITECODE)

• Click “Add”

• Set the filter options:

o Title: Sites

o Type: Multiple Choice

o Value Sort Direction: Ascending

o Initially Display Filter on Panel:

(Checked)

• Select the field Building Code (BLDGCODE)

• Click “Add”

• Set the filter options:

o Title: Buildings

o Type: Multiple Choice

o Value Sort Direction: Ascending

o Initially Display Filter on Panel:

(Checked)

• Click “OK”


• Save and Run the repot

• In the Report Viewer click the four dots on

the left of the tab to open the Report

Viewer Options

• Select the sites “CHI” and “NY” to filter the

report to only that data.

Note: When using the “Multiple Choice” option

for a filter, selecting no items will return all

values. In other words, if no item is chosen in a

“Multiple Choice” filter, the filter is not applied.

Related filters will “cascade.” For example,

notice that when the “CHI” site code is selected,

only the buildings with the matching site code

are listed in the “Buildings” filter.


Activity 10, View or Edit Another

User’s Report Note: A user must belong to a Role with the

Privilege “Promote Reports” to be able to view

or edit another user’s reports.

FM:Interact Administrators may find it helpful

to be able to view or edit another user’s reports

in order to promote them to global reports or

provide support to end users for their personal

reports.

Steps:


o User: administrator

o Password: fms



• Click “Change User”

• Select “Healy, Kevin” from the list

• Click “Select”

Result: Kevin’s reports are now displayed in the

“Report Management” list and the

Administrator is able to Edit, Run or Schedule

those reports.

Note: Only users that have created FMx Reports

will appear on the list.

• Edit KH06 – “Utilization Graph (KH)”, for

example, removing “(KH)” from the title in

preparation for promoting the report.


Activity 11, Promote a Report Promoting a report moves the report from the

“My Reports” list to the “Global Reports” list.

Global reports can then be accessed by any

FM:Interact user who belongs to a Role that has

been granted permission to the report.

Note: When first promoted, a global report is

not permissioned to any Role. A newly

promoted report must first be permissioned

before any user will see the report in the Global

Reports list.

Steps:

• Select the report KH06 Utilization Graph

• Click “Promote”

• In the “Promote Reports” dialogue, update

the “Global Reports Code” if desired.

Example: 2.75

Result: A copy of the repot is made and now

appears with the assigned report code (2.75)

under the “Global Reports” list.

• Select report 2.75 “Utilization Graph”

• Click “Edit”

• Click “Save & Permission”

• Grant permission to the role

“Authenticated”

• Click “OK”


• Sign Out


o User: kgood

o Password: fms

• Navigate to: Space Management Reports

(Global Reports) Utilization Graph

•


Activity 12, Managing Tables and

Fields Visible in FMx Reports FMx Reports use table and field information

stored in the FM:Interact Data Dictionary. This

means that any table or pseudo table defined in

FM:Interact can be made available for use in

FMx Reports on a module by module basis.

In addition the relationships between tables

defined in the FM:Interact Data Dictionary are

used by FMx Reports. For the majority of

tables, if the relationships are correctly defined

in the Data Dictionary, very little additional

configuration is needed to make new tables

available for use in FMx Reports.

To use a table in FMx Reports, the table or

pseudo table must already exist in the

FM:Interact Data Dictionary. The table is then

added to the “Report Tables” list for each

module the table will be used in. Report tables

are permissioned to control what security roles

can create or run reports using each table.

Finally the FM:Interact administrator can hide

fields in a table so they don’t appear in the FMx

Report Designers.


Step 1, Add a table to the “Report

Table” list for a module… Let’s add the pseudo table 80 (Employee

Groups) and 81 (Space Groups) to the Space

Management module. These pseudo tables

have been created as copies of the G0 (Group

Codes) table, but with separate relationships to

the A0 (Space Inventory) and N0 (Employees &

Spaces) tables. This will give us more

predictable results when using these tables in

reports compared to G0.

Steps:


o User: administrator

o Password: fms

• Navigate to: System Administration

Manage Security Permissions

Report Tables

• Click “Add Table”

• Select “Space Management” from the

module dropdown

• Highlight the pseudo tables 80 and 81 in the

left hand list of tables

• Click the right arrow to move the tables

from the left hand list of tables to the right

hand list of tables in the Space

Management



Step 2, Permission tables in the

“Report Table” list… In order for a user to see a table or pseudo

table in the report designer or run a report that

relies on that table, the table must be

permissioned to a role the user is a member of.

Steps:

• In the “Tables for FMI Reports” view, select

“Pseudo Tables” from the drop down

• Select the pseudo tables 80 and 81 from the

list and click “Edit Security” at the bottom

of the view

• In the role list add the “Authenticated” role



Step 3, Select which fields to make

available in FMx Reports… For each table, individual fields can be selected

to display or hide. In this way system or unused

fields can be removed from the list making it

easier for users to find the fields they’re looking

for.

Note: Field(s) included in the “primary” index

for each table must be viewable. Hiding the

field(s) that make up the “primary” index will

cause an error when the table/category is

added to a report.

Steps:

• Expand pseudo table 80 (Employee Groups)

• Uncheck all fields except:

o GROUP_

o GROUPDESC

o ORGLEVEL

o PARENT


• Repeat the steps for pseudo table 81 (Space

Groups)

The “Employee Groups” and “Space Groups”

are now available for use in FMx Reports for the

Space Management Module.


Notes:

fmx reporting - beyond express reports · 6 fmx reporting - beyond express reports step 3, use...

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