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Reports Guide

Overview​

What are Reports?​

Reports provide comprehensive, exportable views of your MachineMetrics data for analysis, sharing, and decision-making.

Key Capabilities:

  • Analyze historical performance trends
  • Compare machines, shifts, and time periods
  • Export data to CSV for external analysis
  • Schedule automatic report delivery via email
  • Create custom reports with specific metrics and groupings
  • Share standardized reports across your organization

Report Types:

  1. Out-of-the-Box Reports: Pre-configured reports for common use cases (OEE, Downtime, Utilization, etc.)
  2. Custom Reports (Report Builder): Build your own reports with selected metrics, groupings, and filters
  3. Scheduled Reports: Automatically delivered reports on a recurring schedule
  4. Weekly Summary Reports: Automated weekly emails with utilization and downtime summaries

Who Uses Reports:

  • Operations Managers: Review weekly/monthly performance trends
  • Plant Managers: Compare shift performance, benchmark machines
  • Maintenance Supervisors: Analyze downtime patterns, alarm frequency
  • Continuous Improvement Teams: Identify improvement opportunities, track initiatives
  • Executives: High-level summaries for stakeholder meetings
  • External Stakeholders: Exportable data for customers, auditors, consultants

Reports Landing Page​

Accessing Reports​

Navigation:

  1. Click Reports in the main sidebar
  2. Reports Landing Page displays all available report tiles

Reports Landing Page Sections:

  • Out-of-the-Box Reports: Pre-configured report tiles (Alarms, Downtime, OEE, etc.)
  • Company Reports: Saved custom reports shared across your organization
  • Owned By Me: Your personal saved reports
  • Create Report: Button to launch Report Builder

Reports Landing Page

[Recommended Image]: Updated screenshot of Reports Landing Page showing all report tiles

Report Tiles​

Each Tile Shows:

  • Report name
  • Report type (icon)
  • Last modified date (for saved reports)
  • Creator name (for saved reports)
  • Actions menu (⋮) for saved reports

Actions Menu:

  • Load: Open the report
  • Edit: Modify report settings (if you have access)
  • Save as Copy: Duplicate report for your own customization
  • Delete: Remove report (creator or IT Admin only)

Out-of-the-Box Reports​

Alarms Report​

Purpose: View and analyze alarms from all machines.

Data Displayed:

  • Alarm Status: Warning or Fault
  • Native Code: Machine's alarm code (e.g., "P/S 101")
  • Native Message: Machine's alarm message
  • Count: Total occurrences
  • Duration: Total time in alarm state
  • Latest: Most recent occurrence timestamp
  • Summary Totals: Total events, machines affected, total duration

Filters:

  • Date/Time Range: Select period to analyze
  • Status: Warning, Fault, or both
  • Native Code/Message: Search for specific alarms
  • Machine: Filter to specific machines

Use Cases:

  • Identify most frequent alarms
  • Find chronic alarm issues
  • Prioritize maintenance based on alarm duration
  • Compare alarm frequency across machines

Workflow Integration:

[Recommended Image]: Screenshot of Alarms Report showing alarm list with filters applied

Downtime Report​

Purpose: Analyze downtime patterns by category, machine, and time period.

Data Displayed:

Downtime Pareto Chart:

  • Top downtime categories by duration (minutes)
  • Number of occurrences per category
  • Pareto analysis (80/20 rule visualization)

Downtime Events Table:

  • Start Time: When downtime began
  • Duration: Length of downtime event
  • Machine: Which machine experienced downtime
  • Reason: Downtime category
  • Message: Operator comment/note
  • Planned: Checkbox indicating if downtime was planned

Downtime By Machine:

  • Stacked bar chart showing downtime by category per machine
  • Color-coded by downtime reason

Filters:

  • Date/Time Range
  • Machine or Machine Group
  • Shift
  • Include Uncategorized: Show/hide uncategorized downtime

Use Cases:

  • Identify top downtime drivers (Pareto principle)
  • Compare downtime across machines
  • Track improvement initiatives (before/after analysis)
  • Justify capital investments (downtime reduction value)

[Recommended Image]: Screenshot of Downtime Report showing Pareto chart and events table

OEE Report​

Purpose: Analyze Overall Equipment Effectiveness and its components.

Metrics Displayed:

  • OEE %: Overall Equipment Effectiveness
  • Availability %: Percentage of scheduled time machine is running
  • Performance %: Actual vs. ideal cycle time
  • Quality %: Good parts vs. total parts produced
  • OOE %: Overall Operations Effectiveness
  • TEEP %: Total Effective Equipment Performance

Visualizations:

  • Line Charts: OEE components over time
  • Tables: Metrics by Shift, Machine Group, or Machine
  • Summary: Average values for selected period

Grouping Options:

  • By Day, Week, Month, Quarter
  • By Shift
  • By Machine or Machine Group

Use Cases:

  • Track OEE trends over time
  • Identify which component (A/P/Q) limits performance
  • Compare shift performance
  • Benchmark machines against each other

Note: This is a Report Builder-based report. See Report Builder for customization options.

[Recommended Image]: Screenshot of OEE Report showing line chart and breakdown table

Utilization Report​

Purpose: Analyze machine utilization across different states.

Utilization Types:

  1. In-Cycle: Percentage of time machine is in-cycle
  2. Spindle-Rotating: Percentage of time spindle is rotating (if supported)
  3. In-Cut: Percentage of time actively cutting material (if supported)

Visualizations:

  • Line Charts: Utilization trends over time
  • Tables: Utilization by Shift, Machine Group, or Machine
  • Time Grouping Controls: Adjust granularity (Hour, Day, Week, Month)

Grouping Options:

  • By Hour, Day, Week, Month, Quarter
  • By Shift
  • By Machine or Machine Group

Use Cases:

  • Identify underutilized machines
  • Compare shift utilization
  • Track utilization improvements
  • Benchmark against industry standards

Note: In-Cycle is standard. Spindle-Rotating and In-Cut require specific machine connectivity.

Utilization Report Example

Quality Report​

Purpose: Analyze rejected parts by reason and identify quality issues.

Data Displayed:

Rejected Parts Pareto:

  • Top rejection reasons by count
  • Pareto chart showing 80/20 breakdown

Rejects Table:

  • Time: When reject occurred
  • Machine: Which machine
  • Job: Associated production run
  • Part Count: Number of parts rejected
  • Reason: Rejection category
  • Message: Operator notes
  • Type: Rejection type

Rejects By Machine:

  • Bar chart showing rejects by machine
  • Color-coded by rejection reason

Filters:

  • Date/Time Range
  • Machine or Machine Group
  • Shift
  • Rejection Reason

Use Cases:

  • Identify top quality issues
  • Track scrap reduction initiatives
  • Compare quality across machines/shifts
  • Justify process improvements or tooling investments

Note: Supports retroactive adjustments if reject data is corrected.

[Recommended Image]: Screenshot of Quality Report showing Pareto chart and rejects table

Setup Report​

Purpose: Compare actual setup time vs. expected setup time.

Data Displayed:

  • Total Setup Time: Actual time spent in setup mode
  • Expected Setup Time: Planned setup time from operation definition
  • Difference: Actual minus expected (color-coded)
  • Machine: Which machine performed setup
  • Operation: Which operation was set up
  • Production Run: Associated run

Color Coding:

  • Green: Setup time under expected
  • Yellow: Setup time slightly over expected
  • Red: Setup time significantly over expected

Grouping:

  • By Machine
  • By Operation
  • By Production Run

Use Cases:

  • Identify operations requiring setup time reduction
  • Compare setup efficiency across machines/operators
  • Track setup improvement initiatives
  • Optimize changeover processes

[Recommended Image]: Screenshot of Setup Report showing color-coded setup times

Parts Report​

Purpose: Analyze parts production data.

Data Displayed:

  • Total Parts Produced: All parts (good + rejected)
  • Good Parts: Parts that passed quality checks
  • Rejected Parts: Scrap or rework parts
  • Parts Goal: Target vs. actual production

Default Grouping:

  • By Hour
  • By Machine

Customization:

  • Change groupings via Report Builder
  • Add filters for specific operations, shifts, or date ranges

Use Cases:

  • Track daily/weekly production totals
  • Compare production across machines
  • Identify production gaps vs. goals
  • Analyze production trends over time

[Recommended Image]: Screenshot of Parts Report showing parts breakdown by machine

Production Report​

Purpose: Comprehensive production data analysis (fully customizable).

Data Displayed:

  • Production metrics (customizable via Report Builder)
  • Default includes: Parts produced, OEE, cycle times, downtime

Customization:

  • This is a Report Builder-based report
  • Add/remove metrics as needed
  • Change groupings and filters
  • See Report Builder for full customization options

Use Cases:

  • Custom production analysis for specific needs
  • Combine multiple metrics in one view
  • Create standardized production reports for regular reviews

Report Builder (Custom Reports)​

What is Report Builder?​

Report Builder lets you create custom reports with:

  • Selected metrics (choose what matters to you)
  • Custom groupings (by time, machine, shift, etc.)
  • Filters (narrow to specific data)
  • Chart types (bar or line per metric)
  • Save and share capabilities

Access Requirements:

  • Supervisor, Manager, Executive, or IT Admin role

[Recommended Image]: Screenshot of Report Builder interface showing metric selection

Creating a Custom Report​

Step-by-Step:

1. Access Report Builder

  • Navigate to Reports → Create Report
  • Or load existing report and click Edit

Report Builder Launch

2. Select Date/Time Range

  • Presets: Today, Yesterday, Last 7 Days, Last 30 Days, etc.
  • Custom Range: Select specific start and end dates
  • Use Custom Hours (checkbox): Enable for hourly granularity
    • Important: Only use for ranges ≤ 1 week (performance consideration)

3. Choose Metrics (Selected Data Tab)

  • Click Selected Data tab
  • Metrics organized by category:
    • Availability: Uptime, downtime, availability %
    • Performance: Cycle times, OEE performance %
    • Quality: Parts produced, rejected, quality %
    • Utilization: In-cycle %, spindle-rotating %
    • Downtime: Downtime minutes by category
    • Production: Operations, production runs, parts goal
    • Cost: Cost per part, cost of losses

Selection Tools:

  • Select All: Check all metrics in a category
  • Deselect All: Uncheck all metrics in a category
  • Individual Checkboxes: Select specific metrics

4. Choose Chart Types

  • For each selected metric:
    • Bar Chart: Good for comparisons (e.g., comparing machines)
    • Line Chart: Good for trends over time

Chart Type Selection

5. Group By

  • Select up to 3 groupings
  • Order matters: First grouping is primary, then secondary, then tertiary

Grouping Options:

  • Time: Quarter, Month, Week, Day, Hour
  • Machine: Individual machines
  • Machine Group: Groups of machines
  • Shift: First, second, third shift, etc.
  • Operation: Specific operations
  • Operator: Individual operators (if operator tracking enabled)

Example Grouping:

Group By 1: Week
Group By 2: Shift
Group By 3: Machine

Result: Weekly data, broken down by shift, then by machine

Important Notes:

  • Hour grouping: Only available for date ranges ≤ 1 week
  • Hour grouping disables: Other time intervals and Shift grouping
  • Downtime metrics: Unavailable when grouping by Hour
  • Use hierarchical order: Larger → Smaller (e.g., Month → Week → Day)

6. Filter By

  • Narrow data to specific:
    • Machines: Select individual machines
    • Machine Groups: Select groups
    • Shifts: Select shifts
    • Operations: Select operations
    • Operators: Select operators

7. Build Report

  • Click Build Report button
  • Report generates with selected metrics, groupings, and filters

8. Save Report

  • Click Save Report
  • Enter Report Name
  • Toggle Public checkbox:
    • Public = ON: Appears in "Company Reports" for all users
    • Public = OFF: Only appears in your "Owned By Me" reports
  • Click Save

Actions Menu

Editing Reports​

Loading Saved Report:

  1. Navigate to Reports
  2. Find report in "Owned By Me" or "Company Reports"
  3. Click tile to load

Making Changes:

  1. Load report
  2. Click Actions menu (⋮) → Edit
  3. Modify metrics, groupings, or filters
  4. Click Build Report to preview
  5. Save Report to update

Save as Copy:

  • Load report
  • Click Actions menu (⋮) → Save as Copy
  • Customize without affecting original
  • Save with new name

Report Builder Video Tutorial​

OEE Report Builder Tutorial

[Recommended Image]: Replace with direct link to tutorial video

Report Display Options​

Hide Controls:

  • Toggle Hide Controls to maximize chart space
  • Useful when presenting or sharing screen
  • Charts expand to full view

Table View:

  • Below charts, detailed table displays
  • Shows exact values for all metrics
  • Sortable columns (click headers)
  • Expandable rows (if multiple groupings)

Chart Interactions:

  • Hover over data points for details
  • Click legend items to show/hide series
  • Export chart as image (see Exporting)

Report Builder Best Practices​

1. Start Broad, Refine Later

  • Begin with all machines, all shifts
  • Use filters to narrow focus once patterns emerge

2. Limit Hour Grouping

  • Only use Hour grouping for short time windows (≤ 1 week)
  • For longer periods, use Day or Week grouping

3. Logical Grouping Order

  • Use larger → smaller intervals: Month → Week → Day
  • Use hierarchical structure: Machine Group → Machine

4. Standardize Company Reports

  • Create standard reports for weekly/monthly reviews
  • Mark as Public for team consistency
  • Name clearly: "Weekly OEE Report", "Monthly Downtime Summary"

5. Save Frequently

  • Save reports you use regularly
  • Avoid rebuilding same report each time

Scheduled Reports​

What are Scheduled Reports?​

Scheduled Reports automatically deliver Report Builder reports to selected users on a recurring schedule via email.

Key Features:

  • Automated delivery (daily, weekly, monthly)
  • Select specific recipients
  • Attach report data (PDF or CSV)
  • Include link to live report in MachineMetrics

[Recommended Image]: Screenshot of Scheduled Reports configuration interface

Creating a Scheduled Report​

Prerequisites:

  • Report must be created in Report Builder first
  • Manager or Executive access required

Step-by-Step:

  1. Navigate to Reports → Scheduled Reports
  2. Click Create Scheduled Report
  3. Select Report:
    • Choose from saved Report Builder reports
    • Preview report configuration
  4. Set Schedule:
    • Frequency: Daily, Weekly, Monthly
    • Day of Week (for weekly): Monday, Tuesday, etc.
    • Day of Month (for monthly): 1st, 15th, Last Day, etc.
    • Time: Hour to send (local time)
  5. Select Recipients:
    • Choose users from list
    • Add email addresses for external recipients
  6. Configure Attachment:
    • None: Email includes link only
    • PDF: Formatted report attached
    • CSV: Raw data attached
  7. Preview Email (optional)
  8. Click Save

Managing Scheduled Reports​

Viewing Scheduled Reports:

  • Navigate to Reports → Scheduled Reports
  • List shows:
    • Report name
    • Frequency
    • Recipients
    • Last sent date
    • Next scheduled date

Editing Scheduled Reports:

  1. Find scheduled report in list
  2. Click Edit (pencil icon)
  3. Modify schedule, recipients, or attachment
  4. Click Save

Pausing Scheduled Reports:

  • Click Pause (pause icon)
  • Report stops sending
  • Can be resumed later (click Resume)

Deleting Scheduled Reports:

  • Click Delete (trash icon)
  • Confirm deletion
  • Report schedule removed permanently

Scheduled Report Email Format​

Email Includes:

  • Report name
  • Date range covered
  • Link to live report in MachineMetrics
  • Attachment (if configured)
  • "Update Email Preferences" link (recipients can unsubscribe)

Weekly Summary Reports​

What are Weekly Summary Reports?​

Weekly Summary Reports are automatically generated emails sent every Monday morning with utilization and downtime summaries for the previous week.

Key Features:

  • Automatic generation (no setup required)
  • Sent to all users with Manager or Executive role
  • Compare last week vs. two weeks ago
  • Highlight best week on record
  • Downtime breakdown by category

[Recommended Image]: Screenshot of Weekly Summary email showing utilization and downtime sections

Weekly Summary Content​

Email Sections:

1. Utilization Summary

  • Overall Utilization %: Last week's average
  • 2 Weeks Ago: Previous week's utilization
  • Weekly Change: Increase or decrease (color-coded)
  • Best Week: Highest utilization on record (with date)

2. Downtime Summary

  • Total Downtime Hours: Last week
  • Downtime Percentage: Of total scheduled time
  • Weekly Change: Increase or decrease (color-coded)
  • Breakdown by Category: Top downtime reasons

3. Downtime Category Bar Chart

  • Visual representation of downtime minutes by category
  • Color-coded bars

4. Downtime Category Table

  • Category: Downtime reason
  • Duration: Total minutes
  • Occurrences: Number of events

5. Link to Reports

  • "View Full Reports" link to MachineMetrics
  • Access detailed data and drill-down

Managing Weekly Summary Subscriptions​

Unsubscribe:

  • Click "Update Email Preferences" link in email footer
  • Uncheck "Weekly Summary Reports"
  • Click Save

Resubscribe:

  • Navigate to Settings → User Profile → Email Preferences
  • Check "Weekly Summary Reports"
  • Click Save

Company-Wide Configuration:

  • IT Admins can configure default subscriptions
  • Navigate to Settings → Company Settings → Email Preferences

Exporting and Sharing Reports​

Exporting Report Data​

Export Table to CSV:

  1. Generate report
  2. Scroll to table view (below charts)
  3. Click Export Table button
  4. CSV file downloads
  5. Open in Excel, Google Sheets, or other tools

Access Requirement:

  • Manager or Executive role required to export tables

CSV Format:

  • Headers: Column names
  • Rows: Data points
  • Grouped data: Hierarchical structure preserved

Use Cases:

  • Further analysis in Excel
  • Import into other systems (ERP, BI tools)
  • Custom charting or pivot tables
  • External reporting to customers/stakeholders

Export Chart as Image:

  1. Generate report
  2. Hover over chart
  3. Click Export Chart icon
  4. Select format: PNG or SVG
  5. Image downloads

Use Cases:

  • Presentations (PowerPoint, Google Slides)
  • Documentation
  • Sharing via email or messaging

Sharing Reports​

Method 1: Public Reports

  • Save report as Public
  • Appears in "Company Reports" for all users
  • Anyone can load and view
  • Best for: Standard reports used by multiple people

Method 2: Scheduled Reports

  • Automatically email to recipients
  • Set schedule (daily, weekly, monthly)
  • Best for: Regular reporting cadence

Method 3: Export and Email

  • Export to CSV or chart image
  • Manually email to recipients
  • Best for: One-off sharing or external stakeholders

Method 4: Share Link

  • Copy URL from browser address bar
  • Send to MachineMetrics users
  • Recipient opens link to view report
  • Best for: Quick sharing with colleagues

Report Access Permissions​

Who Can View Reports:

  • All users with Supervisor, Manager, Executive, or IT Admin roles

Who Can Export Tables:

  • Manager or Executive roles only

Who Can Create/Edit Reports:

  • Supervisor, Manager, Executive, or IT Admin roles

Who Can Delete Reports:

  • Report creator
  • IT Admin

Who Can Create Scheduled Reports:

  • Manager or Executive roles

Best Practices​

Report Organization​

Naming Conventions:

  • Use descriptive names: "Weekly OEE - Mill Group", "Daily Downtime - All Machines"
  • Include frequency if recurring: "Monthly Production Summary"
  • Include scope: "Q1 2026 Performance Review"

Public vs. Private:

  • Public: Standard reports for regular use (weekly OEE, daily downtime)
  • Private: One-off analyses or personal tracking

Company Reports Library:

  • Create standard set of reports for organization
  • Examples:
    • Daily Utilization Report
    • Weekly OEE Report
    • Monthly Downtime Summary
    • Quarterly Performance Review

Report Usage Patterns​

Daily:

  • Utilization Report (yesterday)
  • Parts Report (yesterday)
  • Alarms Report (last 24 hours)

Weekly:

  • OEE Report (last 7 days)
  • Downtime Report (last 7 days with Pareto)
  • Setup Report (last 7 days)
  • Weekly Summary Report (automatic email)

Monthly:

  • OEE Report (last 30 days, grouped by week)
  • Quality Report (last 30 days)
  • Production Report (last 30 days, by machine group)
  • Cost analysis (Report Builder custom report)

Quarterly:

  • Trend analysis (90 days, grouped by month)
  • Benchmark report (compare quarters)
  • Strategic review (custom Report Builder)

Data Quality for Reporting​

To Ensure Accurate Reports:

1. Categorize Downtime

  • Train operators to categorize all downtime
  • Review uncategorized downtime weekly
  • Correct miscategorized events

2. Track Production Runs

  • Ensure operators start/stop operations
  • Use APM where possible for automatic tracking
  • Audit production runs regularly

3. Configure Shifts Correctly

  • Set up shifts in Settings
  • Assign shifts to machines
  • Update when shift schedules change

4. Set Scheduled Time Appropriately

5. Validate Data Regularly

  • Spot-check reports against shop floor reality
  • Investigate anomalies (sudden OEE drops, unusual downtime spikes)
  • Correct data issues promptly

Report Builder Tips​

Performance Optimization:

  • Avoid Hour grouping for long date ranges (> 1 week)
  • Limit number of metrics selected (5-10 max for readability)
  • Use filters to reduce data volume

Readability:

  • Choose appropriate chart type:
    • Line charts: Trends over time
    • Bar charts: Comparisons across machines/shifts
  • Limit grouped breakdowns to 2-3 levels
  • Use clear, descriptive names

Actionable Insights:

  • Focus on metrics you can improve
  • Pair leading indicators (utilization, cycle time) with lagging indicators (OEE, parts produced)
  • Compare actual vs. targets (set baselines)

Getting Help​

Common Questions​

"Report is blank or shows no data"

  • Check date range (is it in the past?)
  • Verify filters (are machines/shifts selected correctly?)
  • Confirm data exists for period (were machines running?)
  • Check shift configuration (is scheduled time set?)

"Export Table button is grayed out"

  • Requires Manager or Executive role
  • Contact IT Admin to adjust permissions

"Scheduled report didn't send"

  • Check email preferences (user may have unsubscribed)
  • Verify schedule settings (correct time/day?)
  • Check spam folder
  • Contact support if issue persists

"Report Builder metrics missing"

  • Some metrics restricted based on grouping
    • Downtime metrics unavailable when grouping by Hour
  • Some metrics require specific machine connectivity (Spindle-Rotating, In-Cut)

"Weekly Summary email not received"

  • Check email preferences (may be unsubscribed)
  • Requires Manager or Executive role
  • Check spam folder
  • Verify email address in user profile

Before Contacting Support​

Gather Information:

  • Report name (or describe custom report configuration)
  • Date range selected
  • Filters applied
  • Screenshot of issue
  • Expected vs. actual results

Try These Steps:

  1. Refresh page (F5 or Cmd+R)
  2. Clear browser cache and reload
  3. Try different date range (verify data exists)
  4. Remove filters and rebuild incrementally
  5. Check access permissions (role requirements)

Contact Support​

MachineMetrics Support:

  • Email: support@machinemetrics.com
  • Include:
    • Report name or configuration details
    • Date range and filters used
    • Screenshot of issue
    • Expected behavior vs. actual behavior
    • Steps to reproduce

For Training:

  • Request Report Builder training session
  • Ask about advanced reporting techniques
  • Schedule team training for standard reports
  • Request custom report creation assistance

Next Steps:

Questions? Contact support@machinemetrics.com