Share Report

Organizations that have designed reports that they believe would be beneficial to other organizations in the Maintenance Connection Community can share their reports. Members of an access group with permission to share reports can share any report as long as it is not a custom report (a report with special formatting that is not defined in Report Setup).

A shared report is displayed in the Smart Share Application, accessible to the Maintenance Connection Community. The shared report includes all information specified in Report Setup (such as displayed fields, sort, layout, formatting), as well as Report Criteria that is not organization-specific. This means that general report criteria such as target date is current month would be included on the shared report. However, organization-specific criteria, such as shop is electric or department is manufacturing would not be included.

If you have shared a report with the Maintenance Connection Community and no longer want to have it accessible to others, you can remove it from the Smart Share Community using the Stop Share option.

The Smart Share Application also lets you install reports created by other organizations that would be useful to your organization. For more information about the Smart Share Application, refer to the User Guide.

Share a report used by your organization:

1. Access the Reporter.

2. Locate the report you want to share in the Report List.

   Reports that have already been shared are marked with a Shared icon .

3. Select the report you want to share and right-click it.

   A menu of actions that can be performed opens.

4. Select Share Report from the menu.

   The Smart Share window opens, prompting you to enter a description.

5. Enter a description that would inform members of the MC Community of the benefit of this report.

   You can also modify the company / author that will be listed.

6. Click the Share Report button.

   When Maintenance Connection is finished sharing the report, a confirmation message will appear.

7. Click the Close button.

8. To see the report listed in the Smart Share Application, select Smart Share Manager from the Tools > System menu and select Reports from the Smart Share Modules filter on the left.

   The report is displayed with the description you entered.