HandbookChapter 8 of 16

📈Reports & Analytics

Saved & scheduled reports across the six core datasets — Work Orders, Alerts, Machines, Parts, Downtime, and PM Compliance. Save filters once, run on demand for an instant CSV download, or email a CSV attachment to your team on a daily, weekly, or monthly schedule.

Where to find Reports

Open /reports from the left sidebar (📊 Reports). The page lists every saved report in your organization with its dataset, schedule, last-run timestamp, last-run row count, and next-run timestamp. Anyone in the org can see and run shared reports; the user who created the report (the "owner") is shown next to its name.

The six datasets

A report is a saved set of filters over one of these six datasets. Pick the dataset that has the columns you want when you create the report — you can change it later. Every dataset is capped at 10,000 rows per export to keep CSV downloads fast and email attachments under typical inbox limits; for larger pulls use the public REST API at /api/docs.

  • Work Orders — WO number, title, machine, type, status, priority, assignee, created at, completed at, estimated/actual minutes, labor cost, parts cost, total cost, currency. Filters: date range, search, status, priority, machine.
  • Alerts — alert title, machine, severity, status (OPEN / RESOLVED), triggered at, resolved at, message. Filters: date range, search, status, machine.
  • Machines — name, category, status, criticality, location, manufacturer, model, serial, year installed, total runtime hours. Filters: search, status.
  • Parts Inventory — name, part number, quantity on hand, min quantity (reorder point), unit cost, currency, location, supplier. Filters: search.
  • Downtime — machine, WO number, started, ended, duration in hours, reason, cost. Computed from completed corrective + emergency work orders. Filters: date range, machine.
  • PM Compliance — task, machine, frequency, last completed, next due, status (ON_SCHEDULE / DUE_SOON / OVERDUE), days until due. Filters: machine, status.

Creating a saved report

Saved reports work in two modes — manual-only (just a saved set of filters you click "Run + Download" on whenever you need the CSV) and scheduled (Myncel runs it automatically and emails the CSV to a recipient list).

  1. Open /reports → click "+ New Report".
  2. Give it a clear name (e.g. "Monthly downtime — Production line") and an optional one-line description.
  3. Pick the dataset (Work Orders / Alerts / Machines / Parts / Downtime / PM Compliance). The form below adjusts to show only the filters that dataset supports.
  4. Set the filters: a date range with From/To pickers (where applicable), a "Title contains" search, and any dataset-specific filters.
  5. Choose a schedule: "Manual only — no schedule", "Every day", "Every Monday", or "First day of every month".
  6. If you picked a schedule, also pick the hour of day (00–23, in your local timezone) and confirm the timezone string (auto-detected from your browser — e.g. "America/New_York", "Europe/London", "Africa/Lagos"). Then enter recipient emails, comma- or space-separated.
  7. Click Create Report. The report appears in the list; if scheduled, the "Next" timestamp shows when the first delivery will fire.
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Info

The cron runs every 15 minutes, so a report scheduled for 08:00 will fire some time in the 08:00–08:15 window. Reports never double-fire — once they run, the next-run timestamp is rolled forward.

Running a report on demand

Even on a scheduled report, you can run on demand at any time without affecting the schedule. Two buttons on each report card:

  • ⬇ Run + Download — runs the query immediately and streams the CSV back as a browser download. The filename is "<report-name>-<YYYY-MM-DD>.csv" and the row count is shown in a toast.
  • 📧 Run + Email — runs the query and sends the CSV as an email attachment to all recipients on the report. Only shown if the report has at least one recipient. The email includes the row count, a one-paragraph summary, and an "Open in Myncel" deep-link.

Pause, resume, edit, delete

Each report card on /reports has the full set of management controls inline:

  • Pause / Resume — only on scheduled reports. Pausing keeps the report and its filters but stops automatic runs. Resuming recomputes the next-run timestamp from "now" forward.
  • Edit — opens the same form you used to create the report. Changing the schedule, hour, or timezone immediately recomputes the next-run timestamp.
  • Delete — soft confirmation prompt, then permanent removal. There is no undo today; if you delete a report you used to schedule, you will need to recreate it.

What's on the roadmap

Today's release covers the high-value 80% — six datasets, CSV export, daily/weekly/monthly schedules, email delivery. Bigger analytics features (full custom-field report builder with charts, MTBF / MTTR aggregations, dashboard widgets pinned from saved reports, XLSX and PDF export, role-based sharing rules, conditional-formatting alert thresholds inside the report) are tracked in the Roadmap chapter.

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