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en/analysis/reports.md
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# Reports & Analysis
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## 1. Overview
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The Reports & Analysis module provides comprehensive statistical analysis reports to help enterprises gain insights into production operations and support management decisions.
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**Core Features:**
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| Feature | Description |
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|---------|-------------|
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| Production Reports | Production data statistics and analysis |
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| Quality Reports | Quality data statistics and analysis |
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| Equipment Reports | Equipment operation data analysis |
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| Inventory Reports | Inventory data analysis |
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| Custom Reports | Custom report development |
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| Report Subscription | Automated report delivery |
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## 2. Production Reports
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### 2.1 Daily Production Report
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**Report Content:**
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| Item | Description |
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|------|-------------|
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| Date | Reporting date |
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| Production Line | Line name |
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| Planned Output | Planned production quantity |
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| Actual Output | Actual production quantity |
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| Achievement Rate | Actual/Planned × 100% |
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| Qualified Quantity | Qualified product count |
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| Qualification Rate | Qualified/Actual × 100% |
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| Defective Quantity | Defective product count |
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| Defect Rate | Defective/Actual × 100% |
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| WIP Quantity | Work-in-process quantity |
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**Report Example:**
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```
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┌─────────────────────────────────────────────────────────────┐
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│ Daily Production Report - 2026-04-10 │
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├─────────────────────────────────────────────────────────────┤
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│ │
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│ SMT Line A │
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│ ┌──────────┬──────────┬──────────┬──────────┬──────────┐ │
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│ │ Planned │ Actual │ Achieve │ Qualify │ Defect │ │
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│ │ 10000 │ 9520 │ 95.2% │ 98.5% │ 1.5% │ │
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│ └──────────┴──────────┴──────────┴──────────┴──────────┘ │
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│ │
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│ SMT Line B │
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│ ┌──────────┬──────────┬──────────┬──────────┬──────────┐ │
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│ │ 8000 │ 7600 │ 95.0% │ 98.2% │ 1.8% │ │
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│ └──────────┴──────────┴──────────┴──────────┴──────────┘ │
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│ │
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└─────────────────────────────────────────────────────────────┘
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```
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### 2.2 Monthly Production Report
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**Report Content:**
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| Item | Description |
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|------|-------------|
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| Month | Reporting month |
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| Department | Department name |
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| Product | Product name |
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| Planned Output | Monthly planned quantity |
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| Completed Output | Monthly completed quantity |
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| Plan Achievement Rate | Completed/Planned × 100% |
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| Output per Person | Output/Headcount |
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| Equipment Utilization | Operating time/Available time |
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### 2.3 Work Order Statistics
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**Statistics Dimensions:**
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| Dimension | Description |
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|-----------|-------------|
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| Order Count | Completed/In Progress/Canceled |
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| On-Time Rate | On-time orders/Total orders |
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| Overdue Rate | Overdue orders/Total orders |
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| Change Rate | Changed orders/Total orders |
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### 2.4 Capacity Analysis
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**Analysis Content:**
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| Item | Description |
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|------|-------------|
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| Capacity Utilization | Actual capacity/Theoretical capacity |
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| Capacity Bottleneck | Process/equipment affecting capacity |
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| Capacity Improvement | Potential improvement after optimization |
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| Capacity Forecast | Future capacity prediction |
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**Capacity Analysis Table:**
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| Line | Theoretical | Actual | Utilization | Bottleneck |
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|------|------------|--------|-------------|-----------|
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| SMT-A | 25000 | 21250 | 85.0% | Reflow Soldering |
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| SMT-B | 20000 | 17000 | 85.0% | AOI Inspection |
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| Assembly-A | 15000 | 12000 | 80.0% | Assembly |
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## 3. Quality Reports
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### 3.1 Daily Quality Report
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**Report Content:**
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| Item | Description |
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|------|-------------|
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| Date | Reporting date |
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| Inspection Type | IQC/IPQC/FQC |
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| Inspection Batches | Number of batches inspected |
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| Qualified Batches | Number of qualified batches |
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| Batch Qualification Rate | Qualified/Total × 100% |
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| Inspection Quantity | Quantity inspected |
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| Qualified Quantity | Qualified count |
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| Unit Qualification Rate | Qualified/Inspected × 100% |
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| Main Defects | Main defect types |
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### 3.2 Monthly Quality Report
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**Report Content:**
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| Item | Description |
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|------|-------------|
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| Month | Reporting month |
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| IQC Batch Qualification | Incoming inspection rate |
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| IPQC Qualification | In-process inspection rate |
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| FQC Qualification | Final inspection rate |
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| Customer Complaints | Number of complaints |
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| Quality Cost | Quality loss cost |
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| Quality Target Achievement | Actual/Target × 100% |
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### 3.3 Defect Analysis
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**Analysis Dimensions:**
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| Type | Content |
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|------|---------|
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| Defect Item Analysis | Proportion of various defect types |
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| Defect Process Analysis | Defect distribution by process |
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| Defect Time Analysis | Defect occurrence by time |
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| Defect Cause Analysis | Defect cause proportion |
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| Defect Trend Analysis | Defect rate trend |
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**Pareto Analysis:**
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| Defect Type | Count | Percentage | Cumulative |
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|-------------|-------|------------|------------|
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| Appearance | 150 | 30% | 30% |
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| Dimension | 120 | 24% | 54% |
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| Function | 100 | 20% | 74% |
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| Performance | 80 | 16% | 90% |
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| Others | 50 | 10% | 100% |
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### 3.4 Quality Trend Analysis
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**Trend Analysis:**
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| Item | Display Method |
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|------|---------------|
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| Qualification Rate Trend | Line chart |
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| Defect Rate Trend | Line chart |
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| Target Achievement Trend | Comparison chart |
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| SPC Control Chart | Control chart |
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## 4. Equipment Reports
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### 4.1 Daily Equipment Report
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**Report Content:**
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| Item | Description |
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|------|-------------|
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| Date | Reporting date |
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| Equipment ID | Equipment code |
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| Equipment Name | Equipment name |
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| Operating Time | Actual operating hours |
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| Downtime | Downtime hours |
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| Operating Rate | Operating/Available × 100% |
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| Fault Count | Number of faults |
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| Maintenance Count | Number of maintenance |
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| OEE | Overall Equipment Effectiveness |
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### 4.2 OEE Analysis Report
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**OEE Components:**
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| Component | Description | Formula |
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|-----------|-------------|---------|
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| Availability | Time utilization | Operating time/Planned time |
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| Performance | Speed utilization | Actual output/Theoretical output |
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| Quality | Quality utilization | Qualified/Total output |
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| OEE | Overall efficiency | Availability × Performance × Quality |
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**OEE Analysis Table:**
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| Equipment | Availability | Performance | Quality | OEE |
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|-----------|--------------|-------------|---------|-----|
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| Mounter-A | 95% | 90% | 98% | 83.8% |
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| Reflow-B | 92% | 88% | 99% | 80.1% |
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| AOI-C | 98% | 85% | 97% | 80.9% |
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### 4.3 Equipment Maintenance Report
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**Maintenance Statistics:**
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| Item | Description |
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|------|-------------|
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| Equipment ID | Equipment code |
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| Inspection Count | Number of inspections |
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| Maintenance Count | Number of maintenance |
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| Fault Count | Number of faults |
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| Repair Time | Total repair time |
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| MTBF | Mean Time Between Failures |
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| MTTR | Mean Time To Repair |
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| Maintenance Cost | Maintenance expenses |
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## 5. Inventory Reports
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### 5.1 Inventory Ledger
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**Report Content:**
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| Item | Description |
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|------|-------------|
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| Material Code | Material number |
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| Material Name | Material name |
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| Warehouse | Warehouse name |
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| Location | Location code |
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| Batch | Material batch |
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| Quantity | Inventory quantity |
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| Unit | Unit of measure |
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| Amount | Inventory value |
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| Status | Normal/Frozen |
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### 5.2 Inventory Turnover Analysis
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**Turnover Metrics:**
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| Metric | Formula | Description |
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|--------|---------|-------------|
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| Turnover Rate | Issue cost/Average inventory | Number of turnovers |
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| Turnover Days | 360/Turnover rate | Days per turnover |
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| Target Turnover | - | Target value |
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**Analysis Table:**
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| Material Type | Average Inventory | Monthly Issue | Turnover | Days |
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|---------------|------------------|---------------|----------|------|
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| Raw Material | 1M | 500K | 6x | 60 days |
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| WIP | 800K | 400K | 6x | 60 days |
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| Finished Goods | 1.2M | 600K | 6x | 60 days |
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### 5.3 Slow-Moving Material Analysis
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**Slow-Moving Definition:**
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| Grade | Definition | Action |
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|-------|------------|--------|
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| Level 1 | Unused for 6+ months | Disposal required |
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| Level 2 | Unused for 3-6 months | Monitor |
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| Level 3 | Unused for 1-3 months | Alert |
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**Slow-Moving Materials:**
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| Material Code | Material Name | Quantity | Duration | Amount | Recommendation |
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|---------------|---------------|----------|----------|--------|----------------|
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| M001 | Resistor 10K | 50000 | 8 months | 50K | Promote/Scrap |
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| M002 | Capacitor 100u | 30000 | 7 months | 30K | Promote/Transfer |
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## 6. Report Management
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### 6.1 Report Classification
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| Category | Description | User |
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|----------|-------------|------|
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| Daily Reports | Daily production, quality data | Shop supervisors |
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| Statistical Reports | Monthly statistics | Department managers |
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| Analysis Reports | In-depth analysis | Senior management |
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| Custom Reports | User-defined | As needed |
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### 6.2 Report Export
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**Export Formats:**
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| Format | Description | Use Case |
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|--------|-------------|----------|
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| Excel | .xlsx | Data analysis |
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| PDF | PDF | Print/Archive |
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| CSV | CSV | Data import |
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| Word | .docx | Report writing |
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### 6.3 Report Subscription
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**Subscription Configuration:**
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| Item | Description |
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|------|-------------|
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| Report Name | Report to subscribe |
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| Frequency | Daily/Weekly/Monthly |
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| Delivery Time | Scheduled time |
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| Recipient | Recipient email |
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| Format | Excel/PDF |
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## 7. Data Visualization
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### 7.1 Chart Types
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| Chart Type | Use Case |
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|------------|----------|
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| Line Chart | Trend analysis |
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| Bar Chart | Comparison analysis |
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| Pie Chart | Proportion analysis |
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| Scatter Plot | Correlation analysis |
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| Gantt Chart | Progress display |
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| Dashboard | Target achievement |
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### 7.2 Dashboard Display
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**Production Monitoring Dashboard:**
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```
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┌─────────────────────────────────────────────────────────────┐
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│ Production Monitoring Dashboard │
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├─────────────────────────────────────────────────────────────┤
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│ │
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│ ┌─────────────────┐ ┌─────────────────┐ │
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│ │ Today's │ │ Achievement │ │
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│ │ Output │ │ Rate │ │
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│ │ 95,520 │ │ 95.5% │ │
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│ │ ▲ 3.2% │ │ ▲ 2.1% │ │
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│ └─────────────────┘ └─────────────────┘ │
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│ │
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│ ┌─────────────────┐ ┌─────────────────┐ │
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│ │ Qualification │ │ OEE │ │
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│ │ Rate │ │ │ │
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│ │ 98.5% │ │ 82.3% │ │
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│ │ ▲ 0.3% │ │ ▼ 1.5% │ │
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│ └─────────────────┘ └─────────────────┘ │
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│ │
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│ Output Trend: │
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│ ┌─────────────────────────────────────────────────────┐ │
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│ │ ╱╲ ╱╲ ╱╲ ╱╲ │ │
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│ │ ╱╲╱ ╲╱ ╲╱ ╲╱ ╲╱ ╲╱ │ │
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│ │──╱────────────────────────────── │ │
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│ │ 1 2 3 4 5 6 7 8 9 10 (Date) │ │
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│ └─────────────────────────────────────────────────────┘ │
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│ │
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└─────────────────────────────────────────────────────────────┘
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```
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## 8. Custom Reports
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### 8.1 Report Design
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**Design Elements:**
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| Element | Description |
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|---------|-------------|
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| Data Source | Source table/view |
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| Filter Criteria | Query conditions |
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| Data Fields | Display fields |
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| Calculated Fields | Formulas |
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| Grouping | Grouping method |
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| Sorting | Sorting order |
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| Display Style | Table/Chart/Dashboard |
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### 8.2 Report Permissions
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| Permission | Description |
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|------------|-------------|
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| Create | Create new reports |
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| Edit | Modify reports |
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| View | View reports |
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| Delete | Delete reports |
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| Export | Export reports |
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---
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**End of Reports & Analysis Section**
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Reference in New Issue
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