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How to Use Reports

This guide explains how to use the Reports page to analyze quality control data and export inspection reports as PDFs.

Prerequisites

  • You must be logged in (any user role can view reports)
  • Measurement data must exist in the system

Navigating to Reports

From the main navigation, click on Reports (or go to /reports).

Pass Rate Summary

The top section of the Reports page displays a pass rate summary for each part number and lot, showing:

Column Description
Part Number The part identifier
Lot Number The production batch
Total Records Number of measurement records entered
Pass Rate Percentage of records where all measurements were within spec
Status Color-coded badge based on configured thresholds

Pass Rate Badge Colors

Color Meaning
🟢 Green Pass rate is at or above the green threshold (default: 90%)
🟡 Yellow Pass rate is below the green threshold but above the yellow threshold (default: 60%)
🔴 Red Pass rate is below the yellow threshold

Note: Thresholds can be adjusted by an admin in Settings.

Filtering Reports

Use the filter controls at the top of the Reports page to narrow down the data:

  • Part Number — Filter to a specific part
  • Lot Number — Filter to a specific production lot

Exporting an Inspection Report PDF

The Reports page allows you to generate a printable PDF inspection report for any part/lot combination.

Steps

  1. Under the Export PDF section, choose a Part Number from the dropdown
  2. Choose a Lot Number from the dropdown (filtered by the selected part)
  3. Click Generate PDF
  4. The PDF will be generated in your browser and automatically downloaded

What the PDF Includes

  • Company name and logo (from Settings)
  • Part number and lot details
  • Part photo or drawing (if uploaded)
  • All measurement records with Pass/Fail status for each measurement
  • Overall pass rate summary

Viewing Raw Measurements

To view individual measurement records with full detail, use the Measurements page (/measurements). It supports filtering by part number, lot number, and date range.

Troubleshooting

No data appears in the report

Ensure measurements have been entered via the Data Input page for the selected part and lot.

PDF download doesn't start

Make sure your browser allows downloads from this site. Check your browser's download settings or pop-up blocker.

Pass rates look incorrect

Verify that the measurement specifications (min/max values) are correctly configured on the part number. A record is counted as failing if any single measurement falls outside its specified range.