HF-MES-manual/en/analysis/reports.md

# Reports & Analysis

## 1. Overview

The Reports & Analysis module provides comprehensive statistical analysis reports to help enterprises gain insights into production operations and support management decisions.

**Core Features:**

| Feature | Description |
|---------|-------------|
| Production Reports | Production data statistics and analysis |
| Quality Reports | Quality data statistics and analysis |
| Equipment Reports | Equipment operation data analysis |
| Inventory Reports | Inventory data analysis |
| Custom Reports | Custom report development |
| Report Subscription | Automated report delivery |

## 2. Production Reports

### 2.1 Daily Production Report

**Report Content:**

| Item | Description |
|------|-------------|
| Date | Reporting date |
| Production Line | Line name |
| Planned Output | Planned production quantity |
| Actual Output | Actual production quantity |
| Achievement Rate | Actual/Planned × 100% |
| Qualified Quantity | Qualified product count |
| Qualification Rate | Qualified/Actual × 100% |
| Defective Quantity | Defective product count |
| Defect Rate | Defective/Actual × 100% |
| WIP Quantity | Work-in-process quantity |

**Report Example:**

```
┌─────────────────────────────────────────────────────────────┐
│                 Daily Production Report - 2026-04-10        │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│  SMT Line A                                                 │
│  ┌──────────┬──────────┬──────────┬──────────┬──────────┐  │
│  │ Planned  │  Actual  │ Achieve  │  Qualify │  Defect  │  │
│  │  10000   │   9520   │  95.2%   │  98.5%   │   1.5%   │  │
│  └──────────┴──────────┴──────────┴──────────┴──────────┘  │
│                                                             │
│  SMT Line B                                                 │
│  ┌──────────┬──────────┬──────────┬──────────┬──────────┐  │
│  │   8000   │   7600   │  95.0%   │  98.2%   │   1.8%   │  │
│  └──────────┴──────────┴──────────┴──────────┴──────────┘  │
│                                                             │
└─────────────────────────────────────────────────────────────┘
```

### 2.2 Monthly Production Report

**Report Content:**

| Item | Description |
|------|-------------|
| Month | Reporting month |
| Department | Department name |
| Product | Product name |
| Planned Output | Monthly planned quantity |
| Completed Output | Monthly completed quantity |
| Plan Achievement Rate | Completed/Planned × 100% |
| Output per Person | Output/Headcount |
| Equipment Utilization | Operating time/Available time |

### 2.3 Work Order Statistics

**Statistics Dimensions:**

| Dimension | Description |
|-----------|-------------|
| Order Count | Completed/In Progress/Canceled |
| On-Time Rate | On-time orders/Total orders |
| Overdue Rate | Overdue orders/Total orders |
| Change Rate | Changed orders/Total orders |

### 2.4 Capacity Analysis

**Analysis Content:**

| Item | Description |
|------|-------------|
| Capacity Utilization | Actual capacity/Theoretical capacity |
| Capacity Bottleneck | Process/equipment affecting capacity |
| Capacity Improvement | Potential improvement after optimization |
| Capacity Forecast | Future capacity prediction |

**Capacity Analysis Table:**

| Line | Theoretical | Actual | Utilization | Bottleneck |
|------|------------|--------|-------------|-----------|
| SMT-A | 25000 | 21250 | 85.0% | Reflow Soldering |
| SMT-B | 20000 | 17000 | 85.0% | AOI Inspection |
| Assembly-A | 15000 | 12000 | 80.0% | Assembly |

## 3. Quality Reports

### 3.1 Daily Quality Report

**Report Content:**

| Item | Description |
|------|-------------|
| Date | Reporting date |
| Inspection Type | IQC/IPQC/FQC |
| Inspection Batches | Number of batches inspected |
| Qualified Batches | Number of qualified batches |
| Batch Qualification Rate | Qualified/Total × 100% |
| Inspection Quantity | Quantity inspected |
| Qualified Quantity | Qualified count |
| Unit Qualification Rate | Qualified/Inspected × 100% |
| Main Defects | Main defect types |

### 3.2 Monthly Quality Report

**Report Content:**

| Item | Description |
|------|-------------|
| Month | Reporting month |
| IQC Batch Qualification | Incoming inspection rate |
| IPQC Qualification | In-process inspection rate |
| FQC Qualification | Final inspection rate |
| Customer Complaints | Number of complaints |
| Quality Cost | Quality loss cost |
| Quality Target Achievement | Actual/Target × 100% |

### 3.3 Defect Analysis

**Analysis Dimensions:**

| Type | Content |
|------|---------|
| Defect Item Analysis | Proportion of various defect types |
| Defect Process Analysis | Defect distribution by process |
| Defect Time Analysis | Defect occurrence by time |
| Defect Cause Analysis | Defect cause proportion |
| Defect Trend Analysis | Defect rate trend |

**Pareto Analysis:**

| Defect Type | Count | Percentage | Cumulative |
|-------------|-------|------------|------------|
| Appearance | 150 | 30% | 30% |
| Dimension | 120 | 24% | 54% |
| Function | 100 | 20% | 74% |
| Performance | 80 | 16% | 90% |
| Others | 50 | 10% | 100% |

### 3.4 Quality Trend Analysis

**Trend Analysis:**

| Item | Display Method |
|------|---------------|
| Qualification Rate Trend | Line chart |
| Defect Rate Trend | Line chart |
| Target Achievement Trend | Comparison chart |
| SPC Control Chart | Control chart |

## 4. Equipment Reports

### 4.1 Daily Equipment Report

**Report Content:**

| Item | Description |
|------|-------------|
| Date | Reporting date |
| Equipment ID | Equipment code |
| Equipment Name | Equipment name |
| Operating Time | Actual operating hours |
| Downtime | Downtime hours |
| Operating Rate | Operating/Available × 100% |
| Fault Count | Number of faults |
| Maintenance Count | Number of maintenance |
| OEE | Overall Equipment Effectiveness |

### 4.2 OEE Analysis Report

**OEE Components:**

| Component | Description | Formula |
|-----------|-------------|---------|
| Availability | Time utilization | Operating time/Planned time |
| Performance | Speed utilization | Actual output/Theoretical output |
| Quality | Quality utilization | Qualified/Total output |
| OEE | Overall efficiency | Availability × Performance × Quality |

**OEE Analysis Table:**

| Equipment | Availability | Performance | Quality | OEE |
|-----------|--------------|-------------|---------|-----|
| Mounter-A | 95% | 90% | 98% | 83.8% |
| Reflow-B | 92% | 88% | 99% | 80.1% |
| AOI-C | 98% | 85% | 97% | 80.9% |

### 4.3 Equipment Maintenance Report

**Maintenance Statistics:**

| Item | Description |
|------|-------------|
| Equipment ID | Equipment code |
| Inspection Count | Number of inspections |
| Maintenance Count | Number of maintenance |
| Fault Count | Number of faults |
| Repair Time | Total repair time |
| MTBF | Mean Time Between Failures |
| MTTR | Mean Time To Repair |
| Maintenance Cost | Maintenance expenses |

## 5. Inventory Reports

### 5.1 Inventory Ledger

**Report Content:**

| Item | Description |
|------|-------------|
| Material Code | Material number |
| Material Name | Material name |
| Warehouse | Warehouse name |
| Location | Location code |
| Batch | Material batch |
| Quantity | Inventory quantity |
| Unit | Unit of measure |
| Amount | Inventory value |
| Status | Normal/Frozen |

### 5.2 Inventory Turnover Analysis

**Turnover Metrics:**

| Metric | Formula | Description |
|--------|---------|-------------|
| Turnover Rate | Issue cost/Average inventory | Number of turnovers |
| Turnover Days | 360/Turnover rate | Days per turnover |
| Target Turnover | - | Target value |

**Analysis Table:**

| Material Type | Average Inventory | Monthly Issue | Turnover | Days |
|---------------|------------------|---------------|----------|------|
| Raw Material | 1M | 500K | 6x | 60 days |
| WIP | 800K | 400K | 6x | 60 days |
| Finished Goods | 1.2M | 600K | 6x | 60 days |

### 5.3 Slow-Moving Material Analysis

**Slow-Moving Definition:**

| Grade | Definition | Action |
|-------|------------|--------|
| Level 1 | Unused for 6+ months | Disposal required |
| Level 2 | Unused for 3-6 months | Monitor |
| Level 3 | Unused for 1-3 months | Alert |

**Slow-Moving Materials:**

| Material Code | Material Name | Quantity | Duration | Amount | Recommendation |
|---------------|---------------|----------|----------|--------|----------------|
| M001 | Resistor 10K | 50000 | 8 months | 50K | Promote/Scrap |
| M002 | Capacitor 100u | 30000 | 7 months | 30K | Promote/Transfer |

## 6. Report Management

### 6.1 Report Classification

| Category | Description | User |
|----------|-------------|------|
| Daily Reports | Daily production, quality data | Shop supervisors |
| Statistical Reports | Monthly statistics | Department managers |
| Analysis Reports | In-depth analysis | Senior management |
| Custom Reports | User-defined | As needed |

### 6.2 Report Export

**Export Formats:**

| Format | Description | Use Case |
|--------|-------------|----------|
| Excel | .xlsx | Data analysis |
| PDF | PDF | Print/Archive |
| CSV | CSV | Data import |
| Word | .docx | Report writing |

### 6.3 Report Subscription

**Subscription Configuration:**

| Item | Description |
|------|-------------|
| Report Name | Report to subscribe |
| Frequency | Daily/Weekly/Monthly |
| Delivery Time | Scheduled time |
| Recipient | Recipient email |
| Format | Excel/PDF |

## 7. Data Visualization

### 7.1 Chart Types

| Chart Type | Use Case |
|------------|----------|
| Line Chart | Trend analysis |
| Bar Chart | Comparison analysis |
| Pie Chart | Proportion analysis |
| Scatter Plot | Correlation analysis |
| Gantt Chart | Progress display |
| Dashboard | Target achievement |

### 7.2 Dashboard Display

**Production Monitoring Dashboard:**

```
┌─────────────────────────────────────────────────────────────┐
│              Production Monitoring Dashboard                │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│  ┌─────────────────┐  ┌─────────────────┐                   │
│  │   Today's       │  │   Achievement   │                   │
│  │   Output        │  │   Rate          │                   │
│  │    95,520       │  │    95.5%        │                   │
│  │   ▲ 3.2%        │  │   ▲ 2.1%        │                   │
│  └─────────────────┘  └─────────────────┘                   │
│                                                             │
│  ┌─────────────────┐  ┌─────────────────┐                   │
│  │   Qualification │  │   OEE           │                   │
│  │   Rate          │  │                 │                   │
│  │    98.5%        │  │    82.3%        │                   │
│  │   ▲ 0.3%        │  │   ▼ 1.5%        │                   │
│  └─────────────────┘  └─────────────────┘                   │
│                                                             │
│  Output Trend:                                              │
│  ┌─────────────────────────────────────────────────────┐    │
│  │       ╱╲    ╱╲    ╱╲    ╱╲                          │    │
│  │   ╱╲╱    ╲╱    ╲╱    ╲╱    ╲╱    ╲╱               │    │
│  │──╱──────────────────────────────                   │    │
│  │  1  2  3  4  5  6  7  8  9  10 (Date)             │    │
│  └─────────────────────────────────────────────────────┘    │
│                                                             │
└─────────────────────────────────────────────────────────────┘
```

## 8. Custom Reports

### 8.1 Report Design

**Design Elements:**

| Element | Description |
|---------|-------------|
| Data Source | Source table/view |
| Filter Criteria | Query conditions |
| Data Fields | Display fields |
| Calculated Fields | Formulas |
| Grouping | Grouping method |
| Sorting | Sorting order |
| Display Style | Table/Chart/Dashboard |

### 8.2 Report Permissions

| Permission | Description |
|------------|-------------|
| Create | Create new reports |
| Edit | Modify reports |
| View | View reports |
| Delete | Delete reports |
| Export | Export reports |

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**End of Reports & Analysis Section**