How to Create Reports in ManufApp

How to Create Reports in ManufApp

🎯 Objective

To guide users step by step in creating and scheduling Periodic Reports (time-based) and Exception Reports (condition-based). These reports automate data sharing for Production, Quality, Inventory, and Machine performance, improving visibility and decision-making.

🛠 Steps to Create a Report

Step 1: Navigate to Reports

  • From the top menu, go to: Masters → Reports

  • The Reports page opens showing existing reports.

Step 2: Add a New Report

  • Click + NEW (top-right).

  • The Add New Report form will appear at the bottom of the screen.



Step 3: Fill Report Details

  1. Name

    • Enter a meaningful name.

    • Example: Daily Production Report, Weekly Quality Summary, Inventory Alert.

  2. Type

    • Periodic → Report generated at fixed intervals.

    • Exception → Report sent only when conditions are met (e.g., inventory < minimum).

  1. Parameter (Report Type)

    • DPR → Daily Production Summary.

    • Itemwise → Item/SKU wise production or rejection.

    • Order → Order-wise progress.

    • Inventory → Stock of RM, WIP, FG.

    • Availability → Machine uptime/downtime.

    • Quality → Rejections, defects.

    • Tool → Tool usage and life.

    • Production Analytics → KPIs (OEE, losses, efficiency).

  2. Resource

    • Select the shop, machine, or section.

    • Example: WIP Section, Press Shop, CNC Spinning, Smart Factory.



Step 4: Select Frequency & Time

When Periodic is selected, choose frequency:

  • Shift → Sends report at the end of every shift.

  • Daily → Send a report every day at the chosen time.

  • Weekly → Sends report once a week on the selected day.

  • Monthly → Sends report once a month on the selected date.

  • Quarterly → Sends report once every 3 months.

Or 

Set Exception Report

  • Parameter → Select the exception condition (e.g., Itemwise Rejection Alert).

  • Resource → Choose machine, line, or department.

  • Scheduled Notification → Pick time (8 AM / 12 PM / 6 PM / 12 AM).

  • Email → Enter recipient email(s).

📌 Example: If Itemwise Rejection Alert is set for Assembly Line with Evening (6 PM) → report is emailed at 6 PM if condition is met.

Step 5: Add Recipients

Step 6: Submit

  • Review all details.

  • Click Submit.

  • The report will now appear in the Reports List under Periodic or Exception tabs.



📌 Conclusion

This setup ensures the right data reaches the right people at the right time, improving real-time visibility, accountability, and efficiency.



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