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Overview

The Reports module (Reportes) provides comprehensive analysis of quality performance and production trends. Access to reports varies by user role.

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Access Levels

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Who Can Access Reports

Full Access (all tabs):
  • Admin
  • Gerente de Calidad (Quality Manager)
  • Coordinador
Limited Access (Calidad FTQ and SPY tabs only):
  • Preparador
  • Gerente de Sucursal (Branch Manager)
  • Gerente
No Access:
  • Mostrador
  • Cajera
  • Vendedor
  • Director de Compras
  • Director de Operaciones
Branch managers and preparadores see data filtered to their assigned branch automatically.
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Access the Module
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  • Click Reportes in the main navigation
  • The system displays the Reports Dashboard
  • You’ll see filter controls at the top
  • Main content area shows tabs based on your permissions
    • 3
    Apply Filters
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    Use the filter dropdowns to focus your analysis:
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    Sucursal (Branch)
    Filter data by production location. Shows “Todas las sucursales” (All branches) by default.
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    Branch managers see this field pre-filled and locked to their assigned branch.
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    Todas las categorías (Product Category)
    Filter by product family (e.g., Cuidado del Hogar, Lavandería).
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    Todos los productos (Product Code)
    Filter by specific product SKU.
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    Todos los preparadores (All Preparers)
    Filter by the person who prepared the batch.
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    Preparadores only see their own data and this filter is hidden.
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    Período (Time Period)
    Choose the date range:
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  • Todo el tiempo: All historical data
  • Últimos 7 días: Last 7 days
  • Últimos 30 días: Last 30 days
  • Últimos 3 meses: Last 3 months
  • Últimos 6 meses: Last 6 months
  • Último año: Last year
    • 13
    Refresh Data
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    Click the refresh button (circular arrow icon) to reload data with current filters applied.

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    Report Tabs

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    Tab 1: Análisis Comercial (Commercial Analysis)

    Only available to Admin, Gerente de Calidad, and Coordinador roles.
    This tab focuses on production volume and distribution analysis.

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    Production by Branch

    Bar chart showing:
    • Total production volume per branch
    • Measured in Liters (L) for liquid products
    • Measured in Pieces (Piezas) for aromatic bases and cleaners
    Use this to:
    • Identify highest-producing branches
    • Compare branch performance
    • Spot production imbalances

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    Production by Product Family

    Donut charts displaying volume breakdown by family:
    • Cuidado del Hogar
    • Lavandería
    • Cuidado Personal
    • Línea Automotriz
    • Línea Antibacterial
    • Productos Intermedios
    Click on a family chart to see detailed product breakdown.

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    Top Products Ranking

    Horizontal bar chart showing:
    • Top products by volume
    • Shows all products by default
    • Filter by category using the dropdown
    Interactive Features:
    • Hover over bars to see exact volumes
    • Bars are color-coded using corporate colors
    • Auto-scales based on maximum value

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    Product Variants Analysis

    Shows the top 20 product SKUs by volume, useful for:
    • Identifying best-selling products
    • Planning production schedules
    • Inventory forecasting

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    Tab 2: First Time Quality (Calidad FTQ)

    This tab focuses on quality conformity and process control.

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    Key Performance Indicators (KPIs)

    At the top, you’ll see four main KPI cards: 1. Total Registros + Volumen Total Blue gradient card showing:
    • Total number of batch records analyzed
    • Total production volume in Liters (L)
    2. Total Conformes Green gradient card displaying:
    • Number of compliant batches
    • Percentage of total (e.g., 85.2%)
    3. Semi-Conformes Yellow gradient card showing:
    • Number of batches within tolerance
    • Percentage of total
    4. No Conformes Red gradient card displaying:
    • Number of non-compliant batches
    • Percentage of total
    These percentages are calculated based on % Sólidos conformity. pH and appearance non-conformities are tracked separately in the Pareto chart.

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    Conformidad por Sucursal

    Stacked bar chart showing:
    • Compliant (green)
    • Semi-Compliant (yellow)
    • Non-Compliant (red)
    How to Read:
    • Taller bars = higher production volume
    • More green = better quality performance
    • Significant red sections = quality issues requiring attention

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    Pareto de Defectos

    Combined bar and line chart displaying:
    • Bars: Count of defects by parameter (pH, Sólidos, Apariencia)
    • Line: Cumulative percentage
    Purpose:
    Identifies which quality parameters cause the most non-conformities.     How to Use:
    • Focus improvement efforts on the highest bars
    • The 80/20 rule: often 80% of defects come from 20% of causes
    The Pareto principle helps prioritize which quality issues to address first for maximum impact.

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    Control Charts (When Product Filter Applied)

    When you select a specific product (not “all”), the system displays control charts: % Sólidos Control Chart
    • Blue line: Measurement trend over time
    • Red lines: Specification limits (min/max)
    • Yellow lines: Tolerance limits (±5%)
    • Green zone: Between red lines (compliant)
    • Yellow zone: Between red and yellow lines (tolerance)
    • Red zone: Outside yellow lines (non-compliant)
    pH Control Chart
    • Blue line: pH measurements over time
    • Red lines: pH specification limits
    • Points between red lines are compliant
    Control charts require at least one measurement to display. If you see no chart, try selecting a different time period or product with more data.
    How to Read Control Charts:
    1. Look for trends: Are measurements drifting toward limits?
    2. Check variation: Large swings indicate process instability
    3. Identify outliers: Points outside limits need investigation
    4. Monitor patterns: Repeating patterns suggest systematic issues

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    Tab 3: SPY (Yield Analysis)

    This tab provides specialized yield and efficiency metrics.
    Refer to SPY-specific documentation for detailed analysis procedures.

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    Understanding Report Metrics

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    Conformity Levels Explained

    CONFORME (Compliant)
    • All measured parameters fall within specification limits
    • Product is approved for release
    • Contributes to “First Time Quality” percentage
    SEMI-CONFORME (Within Tolerance)
    • Parameters fall within tolerance limits (±5%) but outside specifications
    • Product is releasable with caution
    • Indicates process drift - corrective action recommended
    NO CONFORME (Non-Compliant)
    • One or more parameters fail tolerance limits
    • Product must NOT be released
    • Requires investigation and NCR (Non-Conformance Report)

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    Volume Metrics

    Total Production Volume: Sum of all batch sizes in the filtered period Liters (L): For liquid products (detergents, shampoos, cleaners) Piezas (Pieces): For aromatic bases and solid products
    The system automatically applies the correct unit based on product family.

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    Interactive Features

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    Chart Interactions

    Hover: Move your mouse over any chart element to see detailed values Click: Some donut charts support click-to-drill-down for detailed category breakdowns Legend: Click legend items to show/hide data series (where supported)

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    Export and Sharing

    Export functionality is planned for future releases. Currently, use browser screenshot tools to capture reports.

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    Common Report Scenarios

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    Scenario 1: Daily Quality Check

    1. Set Período to “Últimos 7 días”
    2. Review the Total Conformes percentage
    3. Check if it meets your quality target (e.g., ≥95%)
    4. If below target, examine the Pareto de Defectos to identify root causes
    5. Review Conformidad por Sucursal to see which branches need support

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    Scenario 2: Monthly Production Report

    1. Set Período to “Últimos 30 días”
    2. Navigate to Análisis Comercial tab
    3. Review Production by Branch to confirm targets met
    4. Check Top Products to verify production mix
    5. Compare against planned production schedule

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    Scenario 3: Investigating Quality Issues

    1. Filter by specific product showing quality issues
    2. Set Período to capture recent production
    3. Go to First Time Quality tab
    4. Examine the Control Chart for trends
    5. Look for patterns:
      • Gradual drift toward limits?
      • Sudden shifts after a specific date?
      • Wide variation indicating process instability?
    6. Cross-reference with production logs and equipment maintenance

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    Scenario 4: Branch Performance Review

    1. Filter by Sucursal (your branch)
    2. Set Período to “Últimos 3 meses”
    3. Note your Total Conformes percentage
    4. Compare against company quality target
    5. Identify your top defect parameter in Pareto chart
    6. Review Top Products to see your production focus

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    Tips for Effective Reporting

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    Regular Reviews

    • Check daily quality KPIs at start of shift
    • Review weekly trends every Monday
    • Conduct monthly deep-dive analysis
    • Present quarterly summaries to management

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    Combining Filters

    Filters work together - combine them for focused analysis:
    • Branch + Product: See how a specific product performs at one location
    • Category + Time: Track family performance over time
    • Preparer + Product: Evaluate individual operator performance
    • Use longer time periods (3-6 months) to spot seasonal patterns
    • Compare week-over-week to catch emerging issues early
    • Monitor control charts for gradual drift before hitting limits

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    Troubleshooting

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    ”No data to display”

    Causes:
    • Selected filters exclude all records
    • No production in the selected time period
    • Insufficient permissions
    Solutions:
    • Widen the time period filter
    • Remove product/category filters
    • Verify you have data access for the selected branch

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    Charts Not Rendering

    Causes:
    • Browser compatibility
    • Slow network connection
    • Large dataset
    Solutions:
    • Click the refresh button
    • Try a smaller time period
    • Clear browser cache
    • Use Chrome or Edge for best compatibility

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    Different Numbers in KPIs vs. Charts

    Cause:
    KPIs may aggregate differently than chart visualizations.     Solution:
    This is normal. KPIs show totals, while charts may show breakdowns. The data is consistent.

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    Next Steps

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