SLM Reporting & Locations

Portal User asked a question.

February 5, 2018 at 8:00 AM

We have some 97 locations split across 7 different regions/organisations. Typically it is:

Organisation/Region/Country/Site/Sub-site

Whilst we can report on a given region or site, it becomes a case of manual manipulation of data in Excel for the whole organisation. We can do this by Text to Columns but it would be great if we could have the report already doing that.

For example, we have several projects and two sites within the same location but licesing for those is diffeent at each site.

What do other organisations do in this scenario?

Portal User
8 years ago
Not sure I totally understand the needed report, but can you use filters in Excel to group the sites you need? You can also group by any level within the Organisation/Region/Country/Site/Sub-site form the report formatting in SNOW. Maybe you could provide an example.
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- Portal User
  8 years ago
  An example is Autodesk. Last time I looked, it was 110,000 lines of data and we need to move the sate around t get the information for review by the various regions. We can use filters in Excel but it will still be in the format Organisation/Region/Country/Site/Sub-site and not already broken down. A couple of other system I have used, this used to spit out the reports by Region and site and saved all the manipulation.
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  - Portal User
    8 years ago
    Create a custom report for each region in SNOW. For example, Reports / Applications per Computer / add Criteria - Application Manufacturer - like Autodesk%. Add Criteria / Organization - equal to (this is where you can setup a report per region, per country, or whatever level you want, add the columns you want from Column selector, save report. Repeat for each region or country. You will have a saved report for Autodesk for each region or country. Schedule it to send you an email or save to disk on the frequency you need. Hopes this helps and hits the request (As I understand it).
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    Portal User
    8 years ago
    Yes, I am doing that but only if I run the report and we have too many different applications to report on (Autodesk/ESRI/Bentley/Trimble). I know what you are suggesting and agree but I was asked to look for other solutions or see what others are doing.
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    Portal User
    8 years ago
    You can add the criteria for more than one application per report. I have over 20 custom reports setup for various groups that are being sent at different intervals for various products. You can combine in the SNOW report or merge in Excel. IT all depends on what you want to display (outcome of the report) in pivot table or graph. For more complex report merging I have done some Access DB where I use the report exports to populate the DB. Gives you more flexibility to manipulate the data.
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SLM Reporting & Locations