How to create manufacturing reports?

SFactrix MES application comes with an inbuilt reporting feature to generate manufacturing KPIs and performance metrics as reports. User can also export the reports. In simple terms, manager level of users can query the type of report required to view and export in MS-Excel or CSV file format.

Pre-condition: To generate a report, you should be an account admin, plant manager, work center manager, or asset manager in SFactrix MES. Machine operators cannot generate any report in SFactrix MES.

There are 4 kind of manufacturing reports available today.

  • Asset based Performance Reports

  • Order based Execution Reports

    • Work Orders

    • Job Orders

  • Quality Reports based in Production

  • Maintenance Report

Let's look at each of the reports in following sections.

How to create Asset Performance KPIs as report?

Asset based report provides the machine performance and production metrics as report. Users are allowed to query metrics based on production data reported by the machine operators.

There are 2 types of Asset KPIs that can be generated in SFactrix MES as of now.

  • Overall Equipment Effectiveness (OEE)

  • Production Performance

OEE Report - Overall Equipment Effectiveness Report will generate the OEE metrics along with Availability, Performance and Quality values again each day.

Production Performance Report - This report will provide the job-based asset efficiency with the total quantity produced, good quantity, rejection as date-wise.

The following steps will guide to generating Asset based performance reports in SFactrix MES.

  • Login to your SFactrix.ai account by going to https://app.sfactrix.ai.

  • From the settings page, under Actions section, click on the 'Reports’ card.

  • The 'Reports' form will appear. To generate the Asset report, select the 'Asset' tab.

  • Select a proper date range, asset name, and report type as shown below.

  • Click on the 'Submit' button to view the reports. The system will generate report based on the data inputs provided by machine operations during the job execution.

  • You can also export the data by clicking on the "Export" button which will download the report data in comma separate file (CSV) or excel sheet.

    Asset Report Data

  • Please note the details of important parameters required to view the Asset reports.

Parameters

Description

Enter a date range.

Enter the date range of the reports you wish to view.

Choose an Asset.

Choose an Asset whose data is to be viewed from the drop-down menu.

Choose Metrics type.

Choose the Metrics type as "Overall Equipment Effectiveness" or "Production performance" from the drop-down menu.

How to create 'Order' reports in SFactrix?

SFactrix Smart MES application has an inbuilt reporting feature to facilitate its management users to generate and export the Manufacturing Orders as report. Users can query the type of report required between date ranges to view and export it in MS-Excel or CSV file format.

Pre-condition: To generate an order report, you should be an account admin, plant manager, work center manager, or asset manager. Operators cannot generate any report.

Steps to generate an 'Order' report:

The following steps will guide you to generating an 'Order' report in SFactrix.

  • Login to your SFactrix.ai account by going to https://app.sfactrix.ai.

  • From the settings page, under Actions section, click on the 'Reports’ card.

    Order Report

  • To generate the order report, select the 'Order' tab on the Reports page.

  • Enter a date range, and choose a customer in the drop-down list. You can either select one, multiple, or all customers.

  • choose a work order, you can select one or multiple work orders in the drop-down list.

  • Click the 'Submit' button. The order report data will appear.

Order Report data

Understanding of the single and multiple work orders reports:

The Order report can be generated as per the user's requirement on single or multiple work-order data. If you select a single work order, the report will generate all the Job details associated with that particular work order.

Single work order report
  • If you select multiple/all customers and work orders, the report will be generated with all the Work-order details.

  • You can also export the data by clicking on the "Export" button which will download the report in comma separated file (CSV) or excel sheet.

Order Report
  • Please note the details of important parameters required to generate the Order reports.

Field

Description

Enter a date range.

Enter the date range of the reports you wish to view.

Choose a Customer

choose the customer from the drop-down list. You can select one or multiple customers.

choose a work order.

choose a work order from the drop-down list. You can select one or multiple work-orders

How to create 'Quality' reports in SFactrix?

The 'Quality' reports feature in SFactrix generates the Quality of Production report of each 'part' involved in a manufacturing process. Users can query the quality report on each part that they require, between any date ranges to view and export it in MS-Excel or CSV file format.

Pre-condition: To generate a Quality report, you should be an account admin, plant manager, work center manager, or asset manager. Operators cannot generate any report.

Steps to generate a 'Quality' report:

The following steps will guide to generating 'Quality' report in SFactrix.

  • Login to your SFactrix.ai account by going to https://app.sfactrix.ai.

  • From the settings page, under Actions section, click on the 'Reports’ card.

    Quality reports

  • To generate the Quality report, select the 'Quality' tab.

  • Enter a date range, and choose a part from the drop-down list for which the data is to be generated.

  • choose the overall shift, and click on the 'submit' button. The quality report data is generated successfully.

Quality report data

Understanding of the 'Quality' report in SFactrix:

The 'Quality' report feature in SFactrix enables its users to view the data on overall rejection, its reasons, the percentage of efficiency (good quality production), and the total no. of Quality production of the selected part/item.

You can also export the data by clicking on the "Export" button which will download the report in a comma separate file (CSV) or excel sheet.

export Quality report

Please note the details of important parameters required to generate the 'Quality' reports.

Field

Description

Enter a date range.

Enter the date range of the reports you wish to view.

Choose a Part

select a part from the drop-down list for which the quality production report is to be generated.

choose a shift

'overall' is marked as default shift.

How to create 'Maintenance' reports in SFactrix?

Assets are an integral part of a manufacturing unit. Keeping the assets functional at all times, is the primary goal of a manufacturing unit. This can be achieved by regular maintenance of assets and keeping an eye on the maintenance records and schedules.

SFactrix application has an inbuilt reporting feature to generate and export the assets' maintenance report. Users can query each asset's maintenance report, required between date ranges to view and export it in MS-Excel or CSV file format.

Pre-condition: To generate a 'Maintenance' report, you should be an account admin, plant manager, work center manager or asset manager. Operators cannot generate any report.

Steps to generate a 'Maintenance' report:

The following steps will guide you to generating a 'Maintenance' report in SFactrix.

  • Login to your SFactrix.ai account by going to https://app.sfactrix.ai.

  • From the settings page, under the 'Actions' section, click on the 'Reports’ card.

Maintenance Report
  • To generate the maintenance report, Select the 'Maintenance' tab.

  • Enter a date range for which the maintenance report is to be generated.

  • Choose a plant. You can select one or multiple plants in the drop-down list.

  • Next, choose an asset for which a maintenance report is to be generated. you can select one or multiple assets in the drop-down list.

  • Click on the 'Submit' button. The maintenance report will appear.

Maintenance report data

Understanding of the 'Maintenance' report in SFactrix:

A maintenance report in SFactrix can be generated against one or multiple assets at a time. This feature helps its users to keep a check on the maintenance of all the assets on a regular basis.

The maintenance report reflects the data on specific assets' maintenance type, maintenance schedule, duration, etc.

  • You can also export the data by clicking on the "Export" button which will download the report data in comma separate file (CSV) or excel sheet.

    Export Maintenance report

  • Please note the details of important parameters required to view the Maintenance reports.

Field

Description

Enter a date range.

Enter the date range of the reports you wish to view the assets' maintenance.

choose a plant

Select one or multiple plants in the drop-down list.

Choose an asset

select one or multiple assets in the drop-down list for which the maintenance report is to be generated.

What's next?

Once you are familiar with how to view the Reports in SFactrix, the next step is to learn how to view notifications on SFactrix. Notifications are the fault alerts sent by the assets connected to SFactrix.

To know more about 'Notifications' in SFactrix, please click on the link below.

Alert Notifications | Fogwing Help Center - Tutorials and Documentation

For any feedback and queries on the functionalities of Reports, write to our support team at [email protected]

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