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HF-MES-manual/en/analysis/reports.md
2026-05-12 01:46:34 +08:00

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# 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**