Overview
SASCOP BME SubTec provides comprehensive reporting capabilities for project tracking, production analysis, and financial oversight. This guide covers available reports and how to generate them.Report Categories
Project Reports
- PTE summary reports
- Work order progress
- Timeline analysis
- Deliverable tracking
Production Reports
- Daily production logs
- Monthly summaries
- Volume tracking
- GPU validation status
Financial Reports
- Cost accumulation
- Authorization vs execution
- Pending billing
- Budget analysis
Activity Reports
- User activity logs
- System modifications
- Audit trail
Project Status Reports
PTE Summary Report
View overall PTE statistics and status:View Dashboard Metrics
operaciones/views/pte.py
- Total active PTEs
- By status (Pendiente, Proceso, Terminado, Cancelado)
- Total work orders created
- Total production records
Work Order Progress Report
Track work order completion and timeline:Progress Metrics
For each work order, the system calculates:Metrics Included:
operaciones/views/ote.py
- Overall progress percentage
- Steps completed vs total
- Days elapsed vs total
- Days remaining
- Status (On time, At risk, Delayed)
Production Reports
Daily Production Report
Review production by site and day:View Daily Status Grid
Shows work status for each OT by day:
- LABORANDO (working)
- STANDBY (on standby)
- NO LABORANDO (not working)
- CERRADO (locked)
Monthly Production Summary
Consolidated monthly production report:Monthly Report Structure
Header Information:
- Site name
- Month and year
- Work order list
- Total authorized values
- Concept code and description
- Unit of measure
- Authorized quantity
- Executed this month (by day)
- Accumulated to date
- Remaining authorization
- Unit prices (MXN/USD)
- Total amounts
- Generator voucher status
- Evidence attachments
- Validation status
- Total authorized (MXN/USD)
- Executed this month (MXN/USD)
- Accumulated (MXN/USD)
- Remaining (MXN/USD)
Volume Analysis Report
Track production against authorization:View Authorization
System displays authorized volumes from consolidated family:
operaciones/views/produccion.py
Review Execution
Report shows:
- Historical execution
- Current month execution
- Total accumulated
- Percentage of authorization used
- Excess volumes (flagged in red)
Financial Reports
Budget vs Actual Report
Financial Comparison
Columns:
- Concept description
- Authorized quantity
- Authorized amount (MXN/USD)
- Executed quantity
- Executed amount (MXN/USD)
- Variance (quantity and amount)
- Percentage executed
- Annex (C-2, C-3, etc.)
- Work order
- Site
- Time period
Billing Status Report
Track production ready for billing:Filter by Status
View production by billing status:
- PENDIENTE (pending)
- VALIDADO (validated)
- FACTURADO (invoiced)
- PAGADO (paid)
Cost Accumulation Report
Track project costs over time:Accumulated Costs
Report shows:
- Initial authorization
- Monthly execution
- Cumulative total
- Remaining budget
- Burn rate
- Projected completion cost
- By concept
- By annex
- By work order
- By time period
Activity Reports
User Activity Log
View all system modifications:Filter Logs
Filter by:
- User
- Event type (CREATE, UPDATE, DELETE)
- Module (PTE, OT, Production, etc.)
- Date range
- Specific record
Change History Report
Track changes to specific records:PTE Change History
PTE Change History
View all modifications to a PTE:
- Status changes
- Field updates
- Step progress
- Document uploads
- Who made each change and when
Work Order Changes
Work Order Changes
Track work order modifications:
- Date adjustments
- Site changes
- Status updates
- Financial updates
Production Corrections
Production Corrections
Review production entry history:
- Original values
- Corrections
- Reason for change
- Approval status
DataTable Export Features
All list views support multiple export formats:Excel Export
Full-featured spreadsheet with:
- All columns
- Formatting preserved
- Formulas where applicable
- Ready for analysis
PDF Export
Print-ready document:
- Professional layout
- Company branding
- Pagination
- Date/time stamp
Copy to Clipboard
Quick data transfer:
- Tab-delimited format
- Paste into any application
- Preserves data structure
Direct printing:
- Optimized layout
- Page breaks
- Headers/footers
Custom Reports
For specialized reporting needs:Request from Administrator
Submit request with:
- Report purpose
- Required fields
- Sample layout
- User permissions
Report Best Practices
Regular Generation
Generate reports on a consistent schedule for trending
Verify Data
Review source data before generating critical reports
Archive Reports
Save copies of monthly reports for historical reference
Share Securely
Use appropriate permissions when sharing sensitive financial reports
Document Assumptions
Include notes about filters or date ranges used
Cross-Verify
Validate critical reports against source documents
Scheduled Reports
Some reports are automatically generated:Weekly Summary Email
Configured in management command:Recipients configured by administrator
core/management/commands/fn_enviar_reporte_semanal.py
Troubleshooting
Export Not Working
Export Not Working
Possible causes:
- Browser blocking pop-ups
- Too much data (timeout)
- Missing permissions
- Allow pop-ups for this site
- Apply filters to reduce data size
- Contact administrator for permissions
Incorrect Totals
Incorrect Totals
Cause: Data filtered or date range limitedSolution: Verify all filters are cleared for full report
Missing Records
Missing Records
Cause: Records may be inactive (estatus=0) or outside date rangeSolution: Adjust filters or check record status
Related Topics
Recording Production
Learn how production data feeds reports
Activity Logs
View detailed activity history