Report Builder

Introduction 

Report Builder allows the creation, and saving of a report. This allows users to customize data points and a see a comparative analysis of machine data. Users can also create charts, save & share reports, or copy custom reports.

Topics covered in this article: 

• Creating a Report
  • Select your Date and Time Range
  • Select your Data
• Actions
  • Save Report
  • Create New Report
  • Save as Copy
  • Delete Report
  • Export Chart/Table

Creating a Report

To access the Report Builder select Reports in the sidebar menu, then select Create Report.

The Report Builder offers flexible reporting, meaning you have the ability to customize the metrics, the groups, and the filters of your report. 

To get started, select the following fields. 

Select your Date and Time Range.

Reports that include custom time ranges may take a few minutes to load because of the large amount of data and added specificity. Only grouping by a custom time range will show a report that includes hourly results. Choosing a date range including only days will report the data in 24 hour blocks instead of hourly. 

Note: The exact range of dates and times included in the report will be included when you build the report and is based on your "Start of Day" configured in your company settings, unless Use custom hours is enabled in the datepicker.

Select your Data.

Next, use the Selected Data, Group by, Filter by in the left sidebar to select the data you are interested in reporting on.

Selected Data

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. 

When using the Selected Data tab and grouping by Downtime Category, the available metrics that can be selected are currently limited to Downtime and Operator Run metrics, Time in Cycle, Total Time, Total Setup, and Expected Setup.

Chart Type

Choose between viewing each metric as a bar chart or line chart by selecting the desired chart type next to the metric in the Selected Data tab.

Group By

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. 

There is also an option to group by time.  You can choose three options from Quarter, Month, Week, Day, or Hour.  The order in which these are selected will determine the grouping hierarchy as outlined above.

With the Group By Time options, there are some considerations to keep in mind. 

The Group By Hour option will only be available for Reports that include one week or less within the scope of time. When using Group By Hour, you will not be able to group by other time intervals or by shift. Additionally, you will not be able to select Downtime in the Selected Data if you have Grouped By Hour. This is because of current data limitations in our system. 

You cannot choose a time interval that is longer than the selected date range in the calendar picker. 

When nesting your Group By selections, you can only nest smaller time intervals under larger time intervals so that it makes logical sense in the Report. For example, our system will not let you add Month and then Quarter. 

Filter By

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.

Report Actions

Once your data, grouping, and filters are entered the will populate on the main screen in real time. There are a series of actions that can be taken on this report. 

To navigate to the Actions, select the actions button on the top right hand corner. 

Save Report

If there is a Report that you use often, we recommend that you Save Report for easy access. 

Saving a Report allows you to Load the Report at any time. Once you save a report, it will show on the Reports tab under "Company Reports" as show below and Owned By Me.

Once you save a report, you can make the report public to other users on your MachineMetrics company by toggling the "Public" option: 

Create New Report

Create New Report starts a new Report Builder session. If the report was not saved, it will clear out the current report and clear out selections. 

Save as Copy

Save as Copy will allow you to copy and save a report to your account. This can be useful when wanting to edit another user's public report. 

Delete Report

There is an option to Delete Report which will delete the current report and your selections within the controls.

Export Chart/Table

Selecting Export Table 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.

Export Chart within the Report Builder will allow you to save just the chart in the Report Builder. This is useful as charts add a visual representation of your data.

If you have any questions regarding the Report Builder feel free to reach out to us any time at support@machinemetrics.com.