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

---

End of Reports & Analysis Section