Steps in the screenshots correspond to the numbers in the headings.
This report runs on the Power BI server which means it is only refreshed overnight. You will not be able to see data from the current day on this report.
The Shift Turnover Report is a very useful report for getting information re: what happened at your site. This report can be customized in a number of different ways depending on your needs. This report should not be run from the CLIENT -- it gives you a much more restrictive date range.
As always, you should run the report from the ATS Internet Reporting Server and NOT from the CLIENT. https://ssrs.advancedtech.com/Reports Accessing reports through the EFP CLIENT may not give you access to all the fields visible in the web version. Additionally, when you run reports through the CLIENT, you impact the performance of the system. Running the report through the Internet has little impact to system performance.
If you are having trouble accessing the report, you can do it by using the Internal ATS reporting server: https://ssrs-internal.advancedtech.com/Reports. You must be VPN'd in to access the internal server.
1. From the Navigation Pane of the Work Module, click on Links and then choose Reports from the drop-down list.
If you prefer, you can type the address directly into your Internet Browser:
https://ssrs.advancedtech.com/Reports/browse/
2. This brings you to the ATS Reporting Server. Click on the ATS_FMS_Reports folder.
3. A large list of reports populates. Choose Shift Turnover Report from the list below.
4. This is a report you will use quite often, so click on the three dots above the report name or right click on the report and click the star next to Add to Favorites.
5. The Report Parameters load.
- By default, the dates are pre-populated to pull a month of data prior to today.
- Date Ranges available are 1 day, 1 week, 2 weeks, 1 month, 3 months, and 6 months.
- You must change the TASK CREATED FROM date to your desired Start date, and then select the desired end date range from the pre-populated dates.
- If you want to see a year's worth of data for a specific asset or Work Order ID, you would need to run the report multiple times, covering different date ranges.
For a listing of Work Orders/Tasks created yesterday:
6. Uncheck the Null box next to the Task Status and type in COMPLETED|REVIEWED|CLOSED. Each word is separated by the vertical pipe key -- hold down the shift and hit the "|" key right above the Enter key.
This will return Multiple Selections.
7. You will want to pull as large of a date range as possible for the Task Creation dates. Enter the Task Creation Date FROM as 6 months prior to Today.
8. From the drop-down, choose Today's date as the Task Created To. This will give you a 6 month range.
9. Enter your four-digit site number.
10. While you are entering this information, the Loading message may appear. Simply hit Cancel if you are not done.
11. Enter Yesterday's date in the Completion Date From Field.
12. Enter Today's date in the Completion Date To Field.
You can filter out any Tasks completed today.
13. Press View Report.
0 Comments
Add your comment