Manufacturing Intelligence Academy
How to use Factbird
Reports and Report Builder
Download the lesson slides >

Reports and Report Builder

Download the lesson slides >

Factbird Reports lets anyone build, customize, and automatically share production reports directly inside Factbird or via email distribution — no BI tools, no exports, no IT support needed. Using your live shopfloor data, you can create structured reports in minutes, schedule delivery to the right people, and maintain one source of truth across all your lines and sites.

In this tutorial, you will learn how to:

  • Get an overview of Reports and navigate the Reports Builder

‍

Next, you will learn how to: (click the links to watch each tutorial)

  • Create a new report using widgets in Report Builder (watch video)
  • Set up company reports and schedule automatic distribution to the right people (watch video)
next lesson:

How to set up Factbird® DUO with a digital sensor

Learn how to set up your Factbird® DUO with a digital sensor for accurate production tracking in this free Factbird tutorial.

next lesson:

How to set up Factbird® DUO with an analog sensor

Learn how to connect an analog sensor to Factbird® DUO for vibration and temperature data tracking n this free Factbird tutorial.

next lesson:

How to set up Factbird® DUO with a clip-on current sensor

Learn how to monitor energy consumption in your factory by connecting a clip-on current sensor to Factbird® DUO in this tutorial.

next lesson:

How to set up Factbird® DUO with a PLC cable

Learn how to use a PLC signal to track part production with Factbird® DUO, a popular plug-and-play IIoT device, in this tutorial.

next lesson:

How to use the administration overview in Factbird

Learn how to manage users, roles, and permissions with Factbird's administration overview. It's simple to give the right people the right access.

next lesson:

How to claim devices in Factbird

This free lesson teaches you how to easily claim and set up Factbird® DUO devices and set up sensors on Factbird’s administration page.

next lesson:

Learn how to connect Factbird® DUO to WiFi

Discover how to connect your Factbird® DUO to Wi-Fi for a more secure and reliable connection with this easy-to-follow tutorial.

next lesson:

How to create users in Factbird

Learn how to add new users to Factbird. This tutorial is ideal for administrators who need to manage user access and roles within their organization.

next lesson:

How to adjust the sensor settings in Factbird

In this video, we show you how to fine-tune sensor settings to ensure accurate data collection and analysis in Factbird’s Manufacturing Intelligence Suite.

next lesson:

How to create production lines in Factbird

In this video, we show you how to set up and configure new production lines in Factbird’s Manufacturing Intelligence Suite in just a few clicks.

next lesson:

How to set up shift schedules in Factbird

Learn to create and validate shift schedules in Factbird’s Manufacturing Intelligence Suite and improve analysis in this easy-to-follow walkthrough.

next lesson:

How to add analog sensors and adjust settings in Factbird

Learn how to set up analog sensors for accurate measurement and data analysis with a simple guide to configuring vibration sensors and more.

next lesson:

How to set up clip-on current sensors in Factbird

Learn how to configure clip-on energy sensors in Factbird for tracking current and power draw and optimizing your factory’s energy consumption.

next lesson:

How to use the line overview dashboard in Factbird

In this short tutorial, we show you how to customize and monitor real-time production line performance in the live overview dashboard in Factbird.

next lesson:

How to monitor live production in Factbird

This short tutorial shows you how to tailor real-time production tracking to suit your needs in Factbird’s live flow monitoring dashboard.

next lesson:

Reports and Report Builder

Learn how to use Reports to create custom production reports, configure your layout with the Report Builder, and set up automated distribution.

next lesson:

How to use the shift dashboard in Factbird

Learn how to monitor production status, including expected counts and progress against targets, with real-time production data in Factbird’s Shift Dashboard.

next lesson:

How to work with data from analog sensors

You can visualize and monitor analog sensor trends with custom alarms and more in Factbird’s Production Insights App. This tutorial shows you how.

next lesson:

How to work with energy consumption data

Monitor and analyze energy usage with clear visualizations, detect peaks and patterns, and set alarms to respond instantly to excess consumption.

next lesson:

How to combine data from multiple sensors

Combine and overlay multiple sensor data streams, from analog to energy usage, to spot trends, detect irregularities, and improve performance.

next lesson:

How to set up clear stop causes and categories

Set up clear stop categories in Factbird to help operators register downtime accurately, making reports intuitive and analytics more actionable.

next lesson:

How to register, merge and split stops

Accurately log, merge, or split production stops in Factbird to capture true downtime causes and durations for better tracking and analysis.

next lesson:

How to edit stop reasons, durations, and more

Update registered production stops in Factbird to correct causes, adjust durations, and add context, ensuring accurate and reliable records.

next lesson:

How to use Operator View

Learn how to use Factbird’s Operator View to register stop causes, log activities, and manage batches to keep production flowing smoothly.

next lesson:

How to use Operator View’s multi-line management

Learn how to use Factbird’s Operator View to register stop causes, log activities, and manage batches across multiple lines to keep production flowing smoothly.

next lesson:

How to use Factbird's OEE dashboard

Understand production time in Factbird with real-time OEE insights and quickly identify inefficiencies, downtime, and uncover improvement opportunities.

next lesson:

Understanding the analytics dashboard

Use Pareto charts and scatter plots in Factbird to analyze downtime, uncover major stop types, and pinpoint when issues occur for targeted improvements.

next lesson:

Hourly analytics and OPR tracking

Track hourly OEE trends and loss data with Factbird’s OPR dashboard. Color-coded feedback motivates operators and countermeasure logging improves performance.

next lesson:

How to use the trends dashboard

Use Factbird’s Trends dashboard to track performance over time, filter data, and spot long-term patterns to replicate success and address issues.

next lesson:

How to find your Golden Batch in Factbird

Use Factbird’s Golden Batch dashboard to find your best-performing production run, compare results, and identify process improvements over time.

next lesson:

How to get instant AI insights with Factbird’s Assistant

Use Factbird’s AI-powered Assistant to ask questions about your production data and get instant, actionable answers without digging through dashboards.

next lesson:

Set productivity alarms in Factbird to reduce downtime

Learn how to create stop and speed alarms in Factbird to detect issues early, reduce downtime, and keep production running at optimal speed.

next lesson:

Add and track production batches in Factbird

Learn how to create production batches in Factbird manually, via ERP integration, or batch import to track work orders and improve performance.

next lesson:

Start and stop production batches in Factbird

Learn how operators can start and stop production batches in Factbird to track output, scrap, and comments directly in your batch data.

next lesson:

Analyze batch performance with Factbird

Learn how to review completed batches in Factbird, compare planned vs. actual performance, and analyze downtime, OEE, and other key KPIs.

next lesson:

Understanding live batch and shift dashboards in Factbird

Learn how to use Factbird’s batch and shift dashboards to monitor real-time performance, track progress against targets, and spot downtime issues.

next lesson:

Set up process controls for batches in Factbird

Learn how to create process controls in Factbird to prompt operators to record data and perform quality checks during production.

next lesson:

Manage preventive maintenance tasks with Factbird

Learn how to set up and manage preventive maintenance in Factbird to reduce downtime, extend equipment life, and avoid costly reactive repairs.

next lesson:

Use Factbird’s Andon tool to speed up issue response

Learn how Factbird’s Andon tool helps operators call the right people during downtime, track response times, and resolve issues faster.

next lesson:

Add roles and users to Andon in Factbird

Learn how to set up workers and roles in Factbird’s Andon tool so the right people are notified and downtime issues are escalated effectively.

next lesson:

Standardize shop floor activities with Digital Guidance

Learn how Factbird’s Digital Guidance and Form Builder help you digitize SOPs, checklists, and forms to standardize frontline operations.

next lesson:

Create digital Activities in Factbird for operators

Learn how to use Factbird’s Digital Form Builder to create Activities such as checklists, quality checks, and SOPs to guide operators on the shop floor.

next lesson:

Perform triggered Activities in Factbird

Learn how operators complete triggered Activities in Factbird, from shift checklists to downtime-specific guidance, directly on the shop floor.

next lesson:

View activity execution insights in Factbird

Learn how to use Factbird’s activity reporting to track operator checks, filter results, and analyze pass/fail outcomes for continuous improvement.

next lesson:

Use in-line quality process controls in Factbird

Learn how to build, perform, and analyze in-line quality checks in Factbird to replace paper forms, standardize inspections, and track pass/fail results.

next lesson:

How to track Activities efficiently across lines

Learn how to use Factbird’s Activity Tracking in Connected Operations to monitor and manage activities efficiently across lines.

next lesson:

How to use paperless quality checks with e-signature

Learn how to use Factbird Quality & Compliance to go paperless with e-signature. Frontline teams follow guided steps, sign off digitally.

next lesson:

Training and skills management in Factbird

Learn how Factbird’s Knowledge Excellence app supports workforce development with Learning Activities, Skills, and a Skill Matrix overview.

next lesson:

Create learning activities in Factbird

Learn how to build Learning Activities in Factbird’s Knowledge Excellence app to support onboarding, training, and upskilling for operators.

next lesson:

Associate learning activities with skills in Factbird

Learn how to group Learning Activities into Skills in Factbird’s Knowledge Excellence app to structure training and certify workforce capabilities.

next lesson:

Use the Skill Matrix in Factbird

Learn how to use Factbird’s Skill Matrix to see which employees are enrolled, in progress, or certified in key skills across your workforce.

next lesson:

How employees use training in Factbird

Learn how employees access training in Factbird, from receiving notifications and completing tasks to tracking enrolled and completed skills.

Module header template
Factbird® DUO with a digital sensor
03:00
Factbird® DUO with an analog sensor
01:30
Factbird® DUO with a clip-on current sensor
01:00
Factbird® DUO with a PLC cable
01:00
Administration overview
01:05
Claim devices
01:30
Connect Factbird® DUO to WiFi
01:30
Create users
01:05
Adjust the sensor settings in Factbird
08:10
Create lines in Factbird
02:10
Set up shift schedules in Factbird
02:30
Configure analog sensors in Factbird
02:30
Set up clip-on current sensors in Factbird
02:20
Line overview in Factbird
01:45
Monitor live production in Factbird
04:00
Reports and Report Builder
02:00
Shift dashboard in Factbird
01:30
Analog sensor data
03:45
Work with energy consumption data
04:30
Combine data from multiple sensors
02:00
Create stop causes
03:00
Register and manage stops
04:15
Edit stops
01:15
How to use Operator View
01:57
How to use Operator View’s multi-line management
01:20
OEE dashboard
04:15
Analytics dashboard
03:00
Hourly analytics dashboard
02:40
Trends dashboard
02:40
Golden Batch dashboard
02:00
Factbird’s AI Assistant
01:45
How to set productivity alarms in Factbird
04:10
How to add batches in Factbird
02:30
How to start and stop batches in Factbird
01:30
How to analyze batches in Factbird
02:00
Understanding the live batch and shift dashboards in Factbird
03:10
How to set up process controls for your batches in Factbird
03:40
How to use Factbird’s preventive maintenance features
04:40
An overview of Factbird’s Andon tool
03:10
How to set roles and escalation rules in Factbird’s Andon
03:10
An overview of Digital Guidance in Factbird
01:10
How to create Activities in Factbird
06:30
Performing triggered Activities in Factbird
02:00
How to view insights on activity execution in Factbird
01:30
How to use in-line quality process controls in Factbird
08:40
How to track Activities efficiently across lines
01:10
How to use paperless quality checks with e-signature
10:00
An overview of training and skills management in Factbird
01:10
How to create learning activities in Factbird
02:20
How to associate learning activities with skills in Factbird
01:25
How to use the Skill Matrix in Factbird
01:30
How employees use training in Factbird
01:00