Reports and indicators

What you will learn

Turn indicators into verifiable production questions.

Worked example

If at-risk orders rise, open related records and distinguish material, capacity and external-return delays before acting.

From data to result

1Period
2Indicator
3Detail
4Decision

Reports and widgets summarise real production, capacity, material, maintenance and quality data. Apply the period and filters first so comparable values are used. A dash means there is not enough evidence yet; it is never replaced with invented estimates. Check the detail and refresh date when interpreting an indicator.

1
Start with the question: load, delays, productivity, quality or maintenance. Choose area, period, company and filters before comparing.
2
Check refresh time and metric definition. Distinguish quantities, effective work, elapsed time and compliance. Do not add percentages or compare unequal periods without context.
3
Open available detail and related records. A dash means insufficient data, not necessarily zero. Permissions limit visible figures.
4
Use the screen’s available export options and check recipients and data before sharing.

Visual walkthrough

0:00 · Find open orders on Home.
0:06 · Click the indicator to open its related list.
0:12 · Open an order and check details: an indicator summarises, it does not explain.

Before you finish

Compare the same company, period, unit and refresh time. Percentages need denominators and cannot simply be added.

Common questions

An option is missing or I cannot edit

Check active company, licence, permissions and integration-managed fields. Do not use a direct URL to bypass restrictions.

I cannot find records

Clear filters and check page, dates and company. There may be no accessible data; do not create duplicates to test.

I saved but cannot see the expected effect

Reopen the record and verify. Saving data does not publish a required simulation. Check whether the first write succeeded before repeating it.