Performance reports

For example, every Monday at 07:00 Live calculates last week’s production, downtime and most frequent alarms. It produces an A4 PDF and an Excel file and e-mails them to management. Production happens in a window nobody sees: the operator’s screen, focus and open page stay as they are.

Reports and output takes a record at the trigger and has it approved; a performance report instead calculates the chosen period from the archive and the alarm log.

In Studio, start with the From template… button in the Performance Reports section. A template brings its slots and default period. You can add and delete slots and change their order and titles.

The Design tab has three columns: Content slots on the left, the A4 preview in the middle and Slot properties on the right. Slot types are indicator card, bar chart, line chart, table, alarm list and text.

• Choose a calculation and a tag for each slot. Each table column is assigned on its own.
• A badge shows whether the tag is recorded in an archive. A tag that is not archived shows no data in the report.
• Target adds a target line to a card and a line to a bar chart. Good direction decides whether an increase looks green or red.
• Divisor tag gives the ratio of two tags: the energy counter difference ÷ the production counter difference is specific energy.

The preview shows the exact layout, and its figures are marked Sample data. Check project lists tags that are not assigned or not archived.

A field whose value is unknown never shows 0. It shows no data, and on a bar chart that slice is hatched.

The period options are Previous shift, Yesterday, Last week, Last month, Today, This week and This month. Weeks start on Monday. An indicator card shows the percentage difference from the previous period. A period still in progress is compared with the same length at the start of the previous period.

Charts and tables are split by a Day, Time or Shift breakdown. The Shift breakdown adds up the same shift across all days of the period in one row.

• PDF: A4 portrait. The project, station, period and production time are in the header. A table that does not fit is split across pages and its header repeats.
• Excel: indicator cards on the Summary sheet, and a separate sheet for each chart, table and alarm list.
• E-mail: the first four indicator cards and the plan note in the body, with the PDF and Excel attached. An empty subject uses the report name and period.

The e-mail server is set in Studio under Notifications. The password is entered on the Live computer and is not written to the project file. A message that cannot be sent stays in the queue and is retried.

In Live, Report archive… in the system menu shows the plans, their next run and their last status. The produced reports are listed below them.

• PDF and Excel open the file on the Live computer.
• Produce now creates the PDF and Excel for the chosen report and period, and sends no e-mail.
• Send again sends the same files to the plan’s recipients in a new message.
• Each row shows the production result, the error text and the number of e-mails delivered. The result for each person is in the Notification center… window.

• Live produces the report. While Live is closed, no report is produced and no e-mail goes out.
• A failed report is not retried by itself. The plan runs normally at its next time.
• The raporlar folder has no automatic cleanup.
• The report is produced in the project’s main language.
• Reports go out by e-mail, not by SMS.
• In a redundant server pair the master runs the plans. PDF and Excel files are not copied to the standby server.