📖 Create Automatic Reportings

Instead of manually checking execution logs and traceability data,
Setago allows you to schedule automatic reports. These reports provide regular insights into production performance, traceability, and quality control—helping you make data-driven decisions.

🔹 Save Time – No need to manually extract data every time.
🔹 Improve Compliance – Ensure audit-ready documentation.
🔹 Enhance Process Optimization – Identify bottlenecks and track efficiency over time.

Setago differentiates between Jobs and Reports as following:

1. Jobs
• Jobs trigger specific events, such as triggering an inventory run for a tower, triggering a manufacturing report or triggering a stock report.
2. Reports
• Reports are defined as templates, which data should be included and how this data should be formatted.

📌 Tip: You can filter reports by date range, work area, or product ID to get the exact data you need.

Step 1️⃣: Create a New Manufacturing Report

1. Navigate to Element Management > Jobs > Manufacturing report.
2. Click "Create".
3. Set a name for the report.
4. Define recipients.
5. Define data format.
6. Select a work instruction.
7. Define the trace back duration. (e.g.: if a manufacturing report should be generated after the completion of a work instruction, only traceability data within the last 30 seconds shall be included in the report. Or if the manufacturing report for the work instruction should be generated once a day, include all traceability data for the last 24 hours -> 86000 seconds.)

📌 Tip: The trace back duration is crucial, depending if the report should be triggered after every execution and only include single execution data OR the report should be triggered sequentially and include the data of multiple processes.

Step 2️⃣: Create a New Stock Report

1. Navigate to Element Management > Jobs > Stock report.
2. Click "Create".
3. Select a file configuration
• Default: no formatting included, you define the columns of your report.
• Min stock: includes conditional formatting. This compares the actual stock in colum 3, with a defined min stock value in colum 4 and highlights articles which are beneath the min stock value.
4. Define recipients.
5. Save your report.

📌 Tip: For a successful min stock report, articles need to have a min stock value set up as an article attribute. This min stock attribute needs to be put in column 4, while the #article_stock value needs to be in column 3.

Step 3️⃣: Create a Job

1. Navigate to Element Management > Jobs > Jobs.
2. Click "Create".
3. Set a name for the Job.
4. Select a Job Type. This defines, what type of event should be triggered.
5. Define, what should trigger your Job. You can select between:
• Cron Job: This triggers the Job sequentially. For example everyday at 8 pm. Or every wednesday at 9 pm.
• Process trigger: This triggers the Job, every time a specific process is completed. e.g. trigger the Job after every inventory run in a specific work area. Or trigger the Job every time a work instruction has been completed within a specific working area.
6. Save the report settings.

📌 Tip: Scheduled reports can be sent to multiple departments, ensuring alignment between production and quality teams.

Best Practices for Report Automation

✔ Use Filters – Avoid information overload by selecting only relevant data.
✔ Check Report Accuracy – Review initial reports manually before automating them.
✔ Align with Compliance Needs – Ensure reports meet your industry's documentation requirements.

💡 What’s Next?

🎯 Now that your workspace is set up, here’s what you should do next:

✅ Analyze Your Data Records →

✅ Set Up Translations for Your Work Instructions →

📩 Need help? Contact support@setago.io