Saved Reports
For the sake of this article, all Reports, Charts, Graphs and Lists will be referred to as Reports.
Save a report template for reuse to save time in the next instance the User needs to view the same report. Report templates are User specific and will only be available to that User and only on that same Report. Separate templates will need to be saved for each individual report type.
To save a template use the following steps.
- Choose the report criteria you desire from the dropdown lists and buttons found on the filter.
- Give your template a unique name.
- Click the 'Save Template' icon
- The new template will now appear in the dropdown selection menu
- Select the 'Trash' icon should you choose to delete the template.
Schedule A Report
Reports can be scheduled to launch on a specific time and date and on a repeated cycle if desired.
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Give the Schedule a Description, i.e. Weekly Downtime Occurrence, Daily Dispatch History.
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Select the Recipients to receive the report or chart when generated.
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Choose the Template to schedule
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Select the Next Scheduled Date the report is to run.
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Choose Recurrence for how often to run the scheduled report. Choosing ‘Daily’ will pull up an optional menu to select specific days of the week.
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Inactivate button is to turn off the schedule without deleting this schedule.
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Save.
Scheduled Reports: Pareto Vs PDF
Sometimes you will notice the details vary between PDF version and the report link included in the same email for a recurring scheduled report.
Here is why:
The accompanying pdf is a snapshot of that exact data at that precise time. As a snapshot, the pdf won't change, no matter what time it's opened: 10 seconds after it's delivered, 10 minutes, or 10 days. The snapshot remains a snapshot, still life reporting, if you will. Think: sculpture
When you click on the report link, you tell the system to fetch you that data right this (that) instant. Think: mural on a wall (When someone else on your recipient list clicks on the report link at a later time, 2 hours, 2 days, 2 weeks, they tell the system to fetch them that data right this instant. Then right this instant. No, right this instant.) Keep in mind: The farther removed from the specified time frame it is when you click on the link, the more likely it is that your returned results will be different from the results generated when links are clicked earlier.
"Pareto Charts" Pareto Chart Features L2L Pareto chart features lead the way in functionality, speed and usability for all levels of the organization. Both Users and Top Management pull numbers from the same data creating an aligned organization around shared metrics. Pareto Charts are a very useful tool to identify underlying and root cause issues.
Pareto Chart FAQ
- Why are my Action & Component minutes different than the regular downtime minutes? Answer
- How do I only show the Pareto Bars that are important and not everything? Video
Chart Features
Title Bar
- Back - Directs the User Back one page.
- Back to Form - Takes the User back to the Chart Filters used to create the chart.
- History Detail - Opens a Dispatch History report of the data used to create the chart.
- Export - Creates a spread sheet of the numbers used to create the chart.
Drill Down
The Drill Down functions allow the User to slice the data and display it in the pareto with a Variety of Options. Remember, some of these options are customer named fields specifically for your site, the titles may differ here in this article.
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- Area, Lines Machines - Are the three levels of the L2L hierarchy. These three labels are customizable during set up of your site, so they may be named differently.
- Dispatch Type - Is a look at the different types of Dispatch Types that make up the data. Dispatch Types are selected when a dispatch is created.
- Value Stream - Another of the customizable data fields. Usually used to combine machines that perform functions on a single product.
- Action & Components - Is a drill down of the Action & Components entered by the Resource at the time of performing work.
- Why - An optional field, but like the Actions & Components codes is answered by the resource on the Dispatch Edit page.
- Technology - Another data field used to lump like machines together in order to pull data.
- Trade - Gives the User the ability to look at the data by the Resource Trade.
- Reason - Another field found on the Dispatch Edit page and input by the Resource during the event.
- Cost Center - Allows the data to be viewed using the Cost Center as the filter.
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Note: Check out this video on Pareto Charts!
Troubleshooting Tips
If you aren't receiving reports that were previously emailed directly to your inbox or have stopped getting notifications on your mobile device, please review these troubleshooting tips.
1. Not receiving reports and notifications via email: When did this begin?
2. Are these Scheduled Reports that were set up for regular, recurring delivery to your inbox via email?
*Is the person reporting this issue also the 'Owner' (author) of these Scheduled Reports?
*Was the recurring report created by someone who is no longer with your company? Has the author's account been inactivated?
3. Are other notifications, like for Dispatches, not being received?
4. Have all notifications stopped? Or just emails? Or just text messages? Or just mobile devices?
5. Have you run a Notification History Report to see a list of all notifications sent for your site?
Reports => Notification History Report (Filter by dates, events, and people. Includes notification history for both mobile devices and email addresses. Successful deliveries, failures, and errors.)
6. Have you checked junk and spam folders?
7. L2L can confirm that we have sent the information, report, notification, etc. to the intended recipient. We can also confirm that it was received by your company network. We cannot confirm that it was successfully received by an individual inbox or mobile device.
8. If there is a problem with an email address, when someone is no longer with the company, for example, we get an immediate response from that company's network telling us that this is not or no longer a valid email address. Or, is there an email address listed under their profile?
9. After verifying the items above, the issue most likely lies with some action taken at the local plant or network level. This is where your IT and IS departments can help.
10. You can test this by adding a non-work email address as a recipient to a Scheduled Report you have authored, unless your company policy prohibits this.
11. If the report is delivered successfully via the above test, follow up with these questions for your IT, IS, or local Network Administrators:
- Have any changes been made to firewalls or email servers?
- Were any new restrictions put in place for previously allowed domain names? IP Addresses?
- Did any new whitelisting or un-whitelisting take place?