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Exporting manufacturing data and tasks for custom reports
Exporting manufacturing data and tasks for custom reports

Export manufacturing orders to create custom reports and analyze production data.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Katana offers the functionality to export manufacturing orders (MOs), allowing you to create custom reports for detailed production analysis. This enables the download of order details into a spreadsheet, providing flexibility to customize and analyze data as needed.

Exporting manufacturing data from Insights

You can export data from the insights pages using the download button available on each element for more customized reports in a tool of your choice.

Exporting production data

You can track and analyze your production tasks on the Make screen > Tasks tab. This view lists all your open and done production operations that are related to open and done MO.

Get the latest data on open production tasks or analyze completed tasks from the Done table of the Tasks tab.

Open tasks

The Open tasks table includes all the production operations that haven't been completed. All those tasks are related to open MOs. It displays Resource, MO#, MO deadline, Del. deadline, Product, Planned qty, Operation, Planned time, and Assigned To columns for each open task.

Tasks are grouped by resource, giving you a list of all production operations that have been assigned to each resource.

Some things to notice and analyze on this screen:

  • Check the total estimated production time that has been assigned to each resource to estimate the upcoming workload.

  • Compare the workload of each resource to the MO deadlines. Is it realistic to complete all the MOs by the deadline, or should you rearrange the work or add more resources?

  • Filter by Product variant to see all open tasks that are related to the same product or product variant. If there are multiple MOs for the same product or variant, it might be more efficient to complete the related tasks at once.

Analyzing completed manufacturing orders

Analyzing past manufacturing orders is best done with the manufacturing insights, that helps understanding your manufacturing costs, material usage, and resource usage.

If you want to drill into a single task navigate to the Done table of the Tasks tab to access your completed production operations. An operation is moved to the Done table if the operation has been completed, even if the MO is still open (not all operations for the MO are completed).

A Completed at date is assigned to each finished task, indicating the date the specific task completed and not the entire MO.

On the Done table, you can analyze completed work by each resource in a specific time period.

For example, analyze the work completed by each resource in a specific period. Use the filter for the completion date to choose a period.

The production time for a completed task is taken from the related MO card. You can define a default time for each production operation (on the related product card) and edit it on each MO. If the time spent on a task is different than the estimated default, change the production time on the MO before completing the task.

Export for further analysis

Export your open or done tasks to a .csv file to perform additional analysis.

For example:

  • Analyze the total time spent on a specific product or variant in a selected period

  • Analyze the total time spent on a specific operation in a selected period

  • Compare the total production operations completed at different Locations

Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]

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