2020 Roundtables Session 4: Techniques to Manage J-Reports

#1

Welcome to the discussion board for the fourth session of the Customer Roundtables series, Techniques to Manage J-Reports.

Scott Baggaley, Onboarding Support Engineer, will be available to answer questions starting at 12:45 p.m. EST on November 3. Introduce yourself and tag @scott.baggaley if you have a question you would like answered.

If you don’t yet have a MasterControl Cafe account, sign up using this link: https://mastercontrol.influitive.com/join/CustomerRoundtables . Once you sign up, you’ll be able to access other helpful customer discussions.

If you haven’t heard of Customer Roundtables and would like to register, go to this challenge.

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#2

Hello @scott.baggaley -

We’re on cloud quarterly and we have some questions with organizing reports:

  1. Can we give limited access to certain custom reports?
  2. Can we hide reports that aren’t being used? We don’t want to delete them in case we use them later.
  3. Can we organize Public reports into smaller sub-sections?
  4. Where should “custom” reports be saved? We have some that are saved in “Public” and others that are saved in “Public --> subfolder”.

We would really like our users to get in and use the reports but they are overwhelmed by the quantity of reports that are available to them and would love to be able to organize them.

Thank you!

Alecia

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#3

Thank you to everyone who attended today’s session. Here is a link to the Knowledge Base article mentioned during the session: https://mastercontrol.service-now.com/kb_view.do?sysparm_article=KB0086977

As a reminder, if you have a question for Scott, please tag @scott.baggaley. We will also be adding all unanswered questions submitted in the Q&A.

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#4

This was great information and I am going to start applying the techniques immediately.

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#5

Session question from @Inactive-Member-41744855: How do you get to Report Wizard?

@scott.baggaley

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#6

What version of MasterControl is the Wizard/Studio available in

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#7

Unfortunately, there is not really a method to do this.

Reports are either public or private.

If you want to kind of Archive a report, one thing you could do is open the report and save it as a private report in either the sysadmin account’s private folder or another user’s, then delete the public report.

Again, unfortunately there is not a subfolder structure within MasterControl for reports. I recommend good naming conventions and using the search feature.

Reports that you have created and saved, should be saved in the respective MasterControl Module’s subfolder. I.e. Reports derived from the MasterList report should be saved in the Document’s subfolder.

When you navigate to reports in each module, and then to the public folder you should then only see the reports in the module’s public subfolder.

Does this answer your question?

#8

It should be available in 11.7 on.

#9

@scott.baggaley More questions from the live session:

  1. (@darci.pahssen): If you are building a report and it takes more than 30 minutes, what happens if you time out of your first tab?

  2. (Laura Estrada): Does the lifecycle status “create date” come from the Draft Vault or the Release Vault? In other words, is this cycle time included in the amount of time that the document stays in Draft before it moves to release?

  1. (@misty.lawrence): Does the method of the grouping help to eliminate duplications of trainings due to SOPs being listed in multiple job codes assigned to individuals?
#10

You will need to be in interactive mode in reports, and this should give you access to the toolbox, which is on the top left-hand side of the report.

#11

@darci.pahssen It will time you out of the report and you, unfortunately, will lose your work. Please, save and save often.

@Laura Estrada: The Create date is added to an infocard’s information when the infocard is created within the system, the release date, is added to an infocard’s information on the date its status is changed to released.

@misty.lawrence: The Summary report option can be used to “eliminate” the duplicates created for a user when they are assigned to a training through multiple job codes. Check out

https://mastercontrol.service-now.com/kb_view.do?sysparm_article=KB0086285

It will walk you through doing this.

#12

Scott, can we move columns in the report?
If so, how?

#13

@scott.baggaley

  1. (Steve Bonin): Can you add graphs to the report, such as a bar or pie chart?

  2. (@sean.ploeger): In your combined training report, is it possible to reduce the number of decimal places in the calculated field? Also, is it possible to do some conditional formatting, like turn anything less than 90% red?

  3. (@Inactive-Member-57511343): How do I see all the data within the Issue Review?

  4. (@joanne.muller): I tried to locate KB0079928 on the MasterControl Customer site and I cannot find it; how can I locate this KB ?

#14

Yes, Grab the column by the title in the header and drag it left or right. You should see a vertical blue line showing where you can drop the column.

#15

I am on v2019.3 and am not seeing the Wizard. I am in a report in Interactive mode. Thank you!

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#16

@scott.baggaley

  1. Is the function Save the Report template in 2018.3?

  2. Re: Date with Time Stamps being unique for grouping - Will that be changed in the future so that grouping by date and filtering by dates more easily is possible?

  3. Can you combine variables from two different forms?

  4. What if the field in MasterControl cannot be found in JReports?

  5. How do you add a custom field to a JReport?

#17

@marsha.hoffman Do you see the menu option in the report, and does is show “basic view” in the top right hand corner?

If you are not seeing in and you are in Interactive View, and have access to the Menu, then Look at Menu > View > Toolbox. This should restore your toolbox view.

#18

Great presentation - lots of really good, useable information. I look forward to going thru the information from the recording at a slower pace.

Thank you!

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#19

I see the Toolbox. But what do I need to click to bring up the menu box where you could select which items to pull into the report? Thanks again!

#20

I just figured it out - thanks again for the great presentation!