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Production reports: what each one shows

Every report under Reports > Production, one entry each: Orders, Work Schedule, Status History, the supply and labor reports, and what trips people up.

The Reports > Production group follows orders through your shop: the all-purpose Orders list, what is waiting to be built (Work Schedule, Schedule Capacity, Products by Status), what moved through each status (Status History, Status Volume), what is shipping (Shipping, Installation), the supplies orders need and use (Allocated Supplies, Resource Allocation, Supplies in Use, Supply Movement), and how your people's time went (Employee Productivity, Process Details, Production, Work Summary), plus Customer Product History, Remakes and Notes Per Employee. Three of them belong to a bigger job and are covered on their own pages: Shipping, Work Schedule and Schedule Capacity.

Applies to: employees with View reports plus the report's own permission (Order Report, Shipping Report, View Work Schedule Report and so on). Customers can hold the Shipping report and Customer Product History and see only their own company. Customer Product History, Products by Status and Remakes are locked on shops that run project orders only. The labor reports need labor processes and time tracking to have anything to show.

In this article

How to read this page

Each report below gets one entry: what it answers, the date it filters on and the range it opens with, its filters, and anything that trips people up. Every one of them can be sorted by clicking a column header, and most can be exported; the shared material (permissions, the two versions, remembered filters, exporting) is in Guide: Reports in Allmoxy and Export a report to CSV or PDF. Where the new and previous versions differ, the entry says which is which.

The order lists: Orders, Products by Status, Status Volume, Customer Product History, Remakes

Orders. The all-purpose order list, and the report most people export. Each row is an order: number, company, name, total, pay status, number of pieces, the date you chose, ship date, status and B2B supplier; click a row, or tick Expand Extra Data, to see its line items, and click the status history icon at the end of a row to see every status the order has been through, who moved it and when. The total at the foot is the sum of the orders' invoice totals (what you billed), not your cost. Choose which date to filter on: Entered (the day the order was created), Ordered (the day it became an order, chosen to start), Shipped (the day it was marked shipped; for an order that hasn't shipped, its actual then desired ship date), and for project orders Authorized and Installed. You will never see bids on Ordered date (they haven't been ordered), and you may not see every bid on Shipped date if it has no desired or actual date. Opens on the last 30 days with the Ordered status ticked. Other filters: name or order number, statuses (catalog and project groups), pay status, B2B supplier, and order, company and product tags. The new version adds totals and charts (orders, dollars, average items per order, past due) and amount paid and entered-by columns, and lets you export one row per order or per line item. Steps for an export: Export a report to CSV or PDF.

Products by Status. How many of each product are sitting at each order status right now: one row per product per order, with the quantity, and a grand total at the foot. No date range in the previous version (it is a snapshot); Ordered, Verified and In Progress are ticked to start. Filters: statuses and product name. Active products only. Locked on project-only shops.

Status Volume. How much each company has placed, in dollars, at each order status: use it to see who bids the most, who actually orders, and how much you have shipped to a company. Tick the statuses you want (Shipped to start) from the status filter; there is no date range in the previous version, so the figures are all time. The new version adds an invoice date range (last 90 days to start, with an all-dates switch) and totals.

Customer Product History. What each customer has bought, product by product: customer, order number, product, quantity and total, with overall totals at the foot. Dated by Entered Date; opens on the last 61 days. Filters: date range, company and product (sellable supplies count). A customer can run it for their own company and sees quantities without prices. Locked on project-only shops.

Remakes. Every remake line in the range: order number, company, order name, product, pieces, the remake reason on each line and who ordered it, with a pieces total at the foot. Dated by the remake order's entered date; the previous version opens on today only, so widen the dates. Filters: date range and order tags. Locked on project-only shops. Making a remake: Edit, duplicate, remake or cancel an order.

What is waiting to be built: Work Schedule, Schedule Capacity, Projection

Work Schedule. The queue of orders that are ready for production: every order saved at Verified, for one production line, sorted by delivery date, with the order number, customer, order name, pieces, delivery method, ship date and a Start By Date (the delivery date minus the line's lead time). Pick the production line first; in the previous version nothing shows until you do, and the new version starts on your first active line. Start Job on a row moves the order (or just that line) to In Progress and opens its output pages, including the cut list, so it leaves this list. The new version adds a "days until start" column, an at-risk count and a search. How it fits the schedule: Set ship dates, lead times and the production schedule; what Start Job does: Change an order's status. If an order you expect isn't here: A report is empty, missing an order, or won't open.

Schedule Capacity. How many pieces are booked per export class on verified orders for each day in the range, with a bar chart above, so you can see heavy days coming. Choose the date to count by (Ship date to start; Entered, Ordered / Verified, Authorized / Confirmed and Installed are the others), the production line and the export classes (all on to start), and order tags. The previous version opens on today only. It shows what is booked; it does not compare against a capacity limit. Covered with scheduling on Set ship dates, lead times and the production schedule.

Projection is in the Managerial group: Managerial reports: what each one shows.

What moved through each status: Status History

Status History. For each status, the products (or export classes) that passed through it in the range, with the number of pieces and the dollars, the average pieces and dollars per working day, a B2B supplier column for resold items, and totals for each status (pieces, dollars and both averages). Rows for tax, shipping and quotes are added to each status so the dollars reconcile. Use it to see how much work moved through Verified, In Progress or Shipped in a week. Dated by Status Date, the day an order reached the status; the previous version opens on today only, so set the range first. Options: Group By Product or Export Class, Only Forward Movements (on to start, so an order that was moved back and forward again is counted once), Hide Tax, Hide Shipping, the statuses to include, and B2B supplier. In the previous version the "per working day" averages divide by calendar days, weekends included. The new version adds totals (pieces, dollars, days in window, distinct items) and charts for volume by status, status mix and status flow.

It is a totals report, not a trail: it never lists individual orders, who moved them or when. For one order's history, open the order's Status History, or use the status history icon on its row in the Orders report (Change an order's status).

What is shipping: Shipping and Installation

Shipping. The delivery run sheet, and the place you mark orders shipped: each order expected to ship, with the company and delivery address, order number and name, pieces, last process and the account's status icons (the truck to mark it shipped, which fires your triggers and adds the invoice to the Export Invoices Queue; a payment icon when the customer has orders past due; a completion icon when items haven't been marked complete, with a checklist). Filters: ship date, order status, shipping method and order tags. Customers hold this report by default and see their own orders. All of it is on Plan deliveries and mark orders shipped with the Shipping report.

Installation. The project-order counterpart: what gets installed when, grouped by company with the total due, dated by install date (today to start). Filters: search, date range, project statuses, delivery methods and order tags. The hammer button marks a shipped, ready-to-install order as Installed. The menu entry shows only when project orders are turned on.

The supplies orders need and use: Allocated Supplies, Resource Allocation, Supplies in Use, Supply Movement

These need inventory and allocation set up: Guide: Inventory and purchasing in Allmoxy.

Allocated Supplies. What open orders need against what is on the shelf, per item and location: item, location, piece size, On Hand, Available (which goes negative when orders need more than you have), Needed, the ship date and the orders. It counts orders at Ordered, Verified, In Progress and On Hold; an order that has no invoice yet drops out. The only filter is supply tags (there is no vendor filter; use Resource Allocation for vendors). In the previous version it has a Submit button and a Send To box.

Resource Allocation. The supplies that orders call for, with the vendor, so you can forecast what to buy or find every order waiting on a back-ordered or discontinued supply. Choose the mode: Current shows orders now in the statuses you tick (Ordered to start); Transitioned shows orders that reached those statuses during the dates. Choose the date to filter on (Entered, Ordered, Authorized, Shipped or Installed; last 30 days to start) and group the results by Orders or by Items. Grouped by orders you see the order number and name, status, part number and item, quantity, price, piece size and vendor; grouped by items, the allocated quantity, part number and name, piece size, price and vendor. Narrow by order name or number, supply name or part number. Employees only; customers are refused even with the permission. In the menu, not in the previous version's side list.

Supplies in Use. The supplies already used (checked out) by orders that are In Progress or Completed, priced: item, location, the orders using it, quantity used, average price and total cost (quantity times average price), with a single total. A snapshot of now, with no filters in the previous version; the Send To box exports it. For what open orders have reserved, use Allocated Supplies.

Supply Movement. Every check-in, check-out and transfer: from, to, date, who moved it, the supply, quantity and note. Dated by Movement Date; the previous version opens on today only. Filters: date range, supply name, order number or name, location (either end) and supply tags.

How your people's time went: Employee Productivity, Process Details, Production, Work Summary

These need labor processes and time tracking: Set up production lines and labor processes and Track job time with the Time Tracking dialog and the scanning station.

Employee Productivity. For each employee clocking in and out, the hours worked on processes, idle hours (which can go negative) and the number of processes worked on. Dated by Time Tracked; opens on the last 31 days. The CSV exports the summary only.

Process Details. For each labor process, the total time clocked into it, its share of all clocked time, and the minimum, maximum and average time per entry. Dated by Start Date; opens on the last 31 days. The only filter is the date range.

Production. What each process produced: for each process category and process, the products (or export classes) that went through it, with the pieces and dollars and the average pieces and dollars per working day. Dated by when the time was clocked (labeled Start Date); the previous version opens on today only and its averages divide by calendar days. Options: Group By Product or Export Class, and a tag filter. There is no grand total.

Work Summary. How many labor hours each order took: order number, customer, order name, status, total hours, and the order's price in the Amount column (for labor cost against price, use Order Results Comparison in the Managerial group). Expand a row to see who worked which process. Dated by the order's Entered Date; only time clocks that fall fully inside the range are counted, and orders with no in-range clocks are skipped. Opens on the last 31 days with Ordered ticked. Filters: date range and order status.

Sales activity: Notes Per Employee

Notes Per Employee. The notes your staff have written on companies, one row per note: employee, the company the note is on, date and the note, so a manager can see a sales rep's activity. Dated by Entered Date; opens on today only. Filters: date range and employee name.

Things to know

  • Several reports open on today only in the previous version: Status History, Remakes, Supply Movement, Production, Notes Per Employee, Schedule Capacity and Installation. Set the dates before you read them.
  • Work Schedule shows only Verified orders for the line you pick, and Start Job takes an order off it.
  • Status History totals pieces and dollars. It never lists orders; the per-order trail is on the order and in the Orders report's status history icon.
  • Allocated Supplies is what orders need; Supplies in Use is what they have used. Resource Allocation is the one with vendors.
  • The Orders total is what you billed, not cost. Order Results Comparison has cost.
  • Shipping, Work Schedule and Schedule Capacity are explained on their own pages, linked above.

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