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Creating a Weekly Shift Report

Instead of logging into GS to view a Report, you can configure GS to automatically email Reports on a recurring schedule.

In this guide, you will create and schedule a Report with summary statistics and charts from the previous week.

Prerequisites

This guide assumes that you have:

If you do not have these prerequisites, first complete the following guides:

Create the Report

  1. Navigate to the Report list.
  2. Press the Add button. An image showing the location of the Add button on the Report list
  3. Select the Settings action and name the report Weekly Shift Report. An image showing the location of the Settings button in the Report designer
  4. Click Confirm.
  5. Click Save.

Tip

Save your Report frequently by clicking Save or pressing Ctrl+S.

Create a Retrieval

Retrievals define the data displayed in a Report. Create a Retrieval for the past week:

  1. Click Add Retrieval. An image showing the button to add a Retrieval
  2. Name it Last Week.
  3. For the Date, select Relative, Weeks, and then 1 Week Ending Now. An image showing the date period set to "previous 1 week"
  4. For the Parts, select all Parts you want to include in the Report. (In this guide, all Parts were selected.)
  5. Click Confirm.

You will then be prompted to set the Retrieval's Report Settings:

  1. In the SPC section:
    1. Set Include Dataset for Raw Data to No.
    2. In the Statistics dropdown, select Count Records and CPK.
    3. In the Statistics Split By dropdown, select Shift and Part.
  2. In the DMS section:
    1. In the Charts dropdown, select Pareto.
  3. Click Confirm.

An image showing the Retrieval Report Settings overlay

Add a Header

Next, you will add a header with a title.

  1. Right-click on the Report canvas and select Add Header. An image showing the right click menu and the Add Header button
  2. Drag a Textbox control from the toolbox to the header. An image showing the Image control and dragging it to the header
  3. In the Value property in the property window, click the square Data Binding button, then select Expression.... An image showing the Expression button under the Value property
    1. This opens the Expression Editor, where you can create dynamic content.
    2. In the Expression textbox, enter Weekly Report - Week Ending {DateString()}. This inserts a dynamically-updating date into the title.
    3. Click Save to return to the Report. An image showing the Expression Editor overlay with the page number expression
  4. Use the font controls in the top toolbar to change the Textbox's font and font size.
  5. Use the drag handles to resize the Textbox so the full title is visible and centered.

An image showing the completed header with an image and a title

Add a Tablix for Statistics

Next, you will add a Tablix control to display summary statistics.

  1. Drag a Tablix control from the toolbox to the Report's body. This automatically opens the Tablix Wizard.
  2. From the left sidebar of the Tablix Wizard:
    1. Drag Part (Group) to Row Groups.
    2. Drag Shift (Group) to Column Groups.
    3. Drag Count Records and CPK to Values.
    4. For Count Records and CPK, click Aggregate (\(\Sigma\)) and select None. An image showing the completed Tablix Wizard with row groups, column groups, and unaggregated values
  3. Click OK to return to the Report.
  4. Add cell borders to the Tablix:
    1. Click on any cell in the Tablix, then press Ctrl+A to select all cells.
    2. In the property window, under Background & Borders, change the Style to Solid.
  5. Decrease the size of the CPK column by dragging the right side of the column header.

Warning

If your selected Traceability field has more than 4–5 distinct values, you may need to resize the Tablix to fit all columns on a single page.

An image showing the Tablix on the report

Add a Chart Section

Next, you will add a Pareto chart to the Report to summarize Defect data.

  1. Click Add Section in the bottom footer.
    1. This creates a new Continuous Section of pages that will be displayed after the pages with the Header and Tablix.
  2. In the property window, under Margins, set the Style to Narrow.
    1. If you need to access the property window for the Section, click on the Section in the bottom toolbar. An image showing the narrow style of the second continuous section
  3. Drag an Image control from the toolbox to the Report's body.
    1. Resize it to span the full page width.
  4. In the property window, under Appearance, click the dropdown in the Image property:
    1. Select the image of the Pareto. A sample image of a Pareto chart will appear in the Image control. An image showing the pareto chart in the image shared overlay

View the Report

You are now ready to view the first revision of your Report.

  1. Select the Preview action (or press Ctrl+Shift+V).
  2. Use the buttons in the Viewer's toolbar to change the zoom, scroll behavior, currently-viewed page, and print the Report. An image showing the report viewer toolbar
  3. Select the Close action (or press Ctrl+Shift+B) to return to the Report Designer.

Schedule Email Delivery

To receive this report every Monday at 6:00 AM, set up a recurring Schedule:

  1. Select the Schedule action. This opens the Scheduling overlay. An image showing the button to set up a schedule
  2. In the Frequency section:
    1. Change the type to Weekly.
    2. Check Monday and uncheck all other days. An image showing the frequency set to every Monday
  3. In the General section:
    1. Set Enabled to Yes.
    2. Set the Start Date to the upcoming Monday at 6:00 AM.
    3. Select your name in the Send to list. An image showing an enabled schedule with a user selected
  4. Click Save.

Next Monday morning, you will receive the Report in your email.

Test Immediately

To test the email right away, check today's day of the week and set the Start Date to a few minutes from now.

See Also