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Daily Plan Report

The Daily Plan Report form allows you to generate different reports according to the parameters chosen in the form.

You can open the form by clicking the (Reports) button in the toolbox of the Daily Plan form.

Table of contents

  1. Report type
  2. Parameters
  3. Document types
  4. Item types

 

Below is a description of the form's features.

1. Report type

Here you can select the type of report that you want to generate.

Hint

You can generate a report by double-clicking on the report type.

By default, there are three types of reports:

  • Daily Plan Reports – contains the data about the resources, WOs, and operations on the daily plan.
  • Daily Plan Material Requirements – contains the data about material requirements on the daily plan.
  • Daily Plan Closure – contains the data about the closure of the daily plan.
    • 4L2 – Daily Plan Closure

2. Parameters

In this section, select the parameters for the report.

Date From

Select the start date of the period, for which you want the reported data.

To

Select the end date of the period, for which you want the reported data.

Daily Plan

Select the daily plan for which you want the report.

Shift

Select the shift of the daily plan for which you want the report.

Superior

Select the superior for whom you want the report.

Department

Select the department for which you want the report.

Employee

Select the employee for whom you want the report.

Resource

Select the resource for which you want the report.

Work Order

Select the work order for which you want the report.

Operation

Select the operation for which you want the report.

3. Document types

In this section, select the document types of the daily plan for which you want the report, by checking the checkbox next to the desired document type.

4. Item types

In this section, select the item type of the operation for which you want the report, by checking the checkbox next to the desired item type.

 


 

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