Summary
- Analytics is used to understand registered data after or during execution.
- Not all data work should result in a controlled PDF. Some questions are operational, statistical or progress-oriented and are better answered through dashboards, queries or data exports.
Visual overview
Analytics from registered data
Analytics turns structured report data into operational insight without necessarily creating a new PDF.
Progress
Which reports are missing or waiting for review?
Values
Minimum, maximum and average registered values.
Traceability
Open the source report where a value was recorded.
Totals
Quantity, package weight or material consumption.
Analytics
WO-002 · Medium Twinarms
Progress
71%
5 of 7 reports created
Waiting review
1
PER submitted
Open NCRs
1
DCR blocking
Total weight
842 kg
approved packages
Lowest measured width
42.84 mm
Registered in DCR-WO002-004
Material traceability
3" billet · Heat 1234 · Cert 5678
Lubricant L-22 · Batch L-882
Euro pallet · PAL-0091
What you can do
- Check project and Work Order progress.
- Find reports waiting for review or approval.
- Identify missing planned reports.
- Analyze measured values across reports.
- Find minimum, maximum and average values.
- Calculate totals such as quantity, weight or material consumption.
- Export structured data for further analysis.
When to use this
- You need a status overview rather than a formal PDF report.
- You want to find missing reports or delayed reviews.
- You want to compare registered technical values across several reports.
- You need totals such as package weight, material usage or produced quantity.
Plan note
Advanced analytics and post-processing are normally Professional or Enterprise capabilities, especially when data is combined across reports, inventory, assets and review workflows.
Task help
Common tasks in this area
Open the task that matches what you are trying to do. The full article continues below.
Analytics
Check Work Order progress
Use this when users need to understand what is completed, missing or waiting for review.
Open
Analytics
Check Work Order progress
Use this when users need to understand what is completed, missing or waiting for review.
- Open the Work Order or analytics view.
- Compare planned reports with created reports.
- Check report status: draft, submitted, under review, approved or rejected.
- Identify reports waiting for review or approval.
- Use the result to estimate remaining work.
This should eventually be available as a dashboard, not only as manual report checking.
Analytics
Find a measured value across reports
Use this when users need to find minimum, maximum or average values across report data.
Open
Analytics
Find a measured value across reports
Use this when users need to find minimum, maximum or average values across report data.
- Choose the relevant Work Order, Project or date range.
- Select the report type and field to analyze.
- Calculate minimum, maximum and average values.
- Open the source report where an important value was registered.
- Use the result for process follow-up or quality review.
Analytics should preserve traceability back to the source report and revision.
Analytics
Calculate total package weight
Use this when package reports contain weights that should be summarized by Work Order.
Open
Analytics
Calculate total package weight
Use this when package reports contain weights that should be summarized by Work Order.
- Filter package reports by Work Order.
- Include only relevant report statuses, typically approved or accepted reports.
- Sum package weights across the selected reports.
- Check whether open NCRs or rejected reports should be excluded.
- Export or display the result as operational insight.
This is a good example of analysis that may not need its own PDF report.
Examples of useful analytics questions
Which planned reports are still missing for WO-002?
Which reports are waiting for review?
When is the project estimated to be complete based on current progress?
What was the lowest measured dimension, and in which report was it registered?
What is the average extrusion temperature for a specific Work Order?
What is the total package weight for all approved package reports in WO-002?
How much material and which consumables were used for a specific Work Order?
Analytics versus controlled PDF
A controlled PDF is used when a specific approved report revision must be shared as controlled documentation.
Analytics is used when users need to understand data across reports, work orders, projects or time periods. The result may be a dashboard, table, export or operational insight instead of a formal report PDF.
Plan differences
Core can support basic report status views.
Professional can add stronger Work Order and progress analysis.
Enterprise can add cross-project analysis, inventory traceability, material consumption, asset usage and more advanced post-processing.