The Production Report Builder allows you to create customized reports for you and your team. Learn more in this video walk-thru:
Accessing the Production Report Builder
To access the Report Builder, log into your MachineMetrics account, hover over Reports in the main navigation, and select Production Report Builder.
Using the Production Report Builder
The Report Builder offers flexible reporting, meaning you have the ability to customize the metrics, the groups, and the filters of your report.
Would you like to see a step-by-step guide inside the MachineMetrics App? Check out the walkthrough in the link below. **Please note that you do have to be a MachineMetrics customer, and you must also be logged into the application for this guide to work properly.
If not, let's keep exploring the Production Report Builder below:
To build a report, start by selecting the date or date range you wish to include in the report, then select Apply.
Next, use the Controls in the left sidebar to select the data you are interested in reporting on. If you would like to include all data under a specific heading you can choose Select All. There is also an option to Deselect All as an easy way to clear selections within a section.
To hide the sidebar controls, select Hide Controls on the left side of the screen which will make the report display area larger.
Now, choose how your data will be organized by making selections under the Group By tab. Select a minimum of zero and a maximum of three groups for each report. If no Groups are selected, the report will return a company-wide roll-up. The grouping hierarchy is determined by the order in which you select them, so to reorder, de-select and reselect in the order you wish to include.
Use the Filter By tab to add optional filters which will narrow the report results. When you use a filter that has a large number of options for its parameter, you can use the search bar to enter a particular search term.
Once your data, grouping, and filters are entered, select Build Report. This will create and display the report containing the information you have selected. There is an option to Clear Report which will clear the current report and your selections within the controls.
If you wish to make edits to the report, adjust your selections in the Controls, and select Build Report again which will display a report reflecting any changes made.
Once you build your report, the left side of the report will display the grouping hierarchy you selected for the report. For this example, a report was created to group by Machine > Job > Job Run. According to the order, Machine is displayed first, and the arrow next to the Machine name can be used to drop down to the second grouping parameter which is Job. From there you can use the arrow to get to the third level, Job Run.
Selecting Export CSV will export the report data to a CSV file that can then be saved and shared with others at your organization.
Note: In order to export a report to a CSV file, you must have either Manager or Executive-level access. For a guide on user roles and permissions, you can review our Users Knowledge Base article.
If you have any questions regarding the Report Builder feel free to reach out to us any time at email@example.com.