Install Report

The Smart Share Application allows you to install reports that have been shared by other Maintenance Connection organizations. Once a report has been installed, it will be available to run against your organization’s data.

When filtered to display Reports, the Smart Share window lists all reports available for sharing. Reports marked with a are available for installation. Reports marked with a are already installed on your system.

Install an available report:

1. Select System > Smart Share Manager from the Main Menu.

   The Smart Share window opens, displaying reports that have been shared by the community.

2. Click Reports in the Smart Share Modules pane.

3. Click the appropriate group in the Groups pane to filter the results further.

4. Use the Alpha tabs to search for a report of a particular name.

5. Click the desired report to select it.

6. Click View.

   A window opens, providing information about the report to be installed.

7. If you want to change the title of the report as it will appear in your system, modify the title.

   Remember the title given to the report so you can locate it in the Reporter after installation. You may want to prefix the name with something that can be easily searched, such as your name or the word Shared.

8. Click the Install Report button.

   The window closes and the Smart Share window opens. The installed report should now have the Installed icon .

9. Click Close.

   The MRO Work Center appears.

10. Open the Reporter by clicking the Reports button on the Main Menu.

    The Reports List displays. Locate the newly installed report by using the filter and search options.

    The installed report is stripped of any organization-specific report criteria. You typically need to modify the Report Criteria to ensure the correct records from your organization are included.