Peruse Report Configuration
Click here to see this page in full context

  bookmark Home > CM4D Configuration > Reports

file-text Reports are the charts or graphs that display information about selected data in the Report Panel of CM4D Peruse.

Annotation created in CM4D (Left) are exported and used as Reports in CM4D Peruse (Right).

In most cases, end users like to see overview annotations such as a PIST Benchmark or Top Worst Ppk/Cpk. Other uses may include information about the Active Sample or user-selected processes.

Reports are defined by assigning an Annotation Template and selecting the scope of data that is used to populate the report. The data scope includes a combination of which Samples, Features or Processes are displayed in the annotation. See the section Report Configuration below for details.

Action Click the three dots more-vertical to open the menu of available actions for the selected row.
  • arrow-up-right Open - Opens the Properties blade for the Report.
  • trash Delete - Deletes the Report.
Description An optional description field for the Report. This could be used to provide a brief summary of the report configuration. The description is only used in the Reports grid.
Name The label assigned to the Report. This label appears in the Reports dropdown menu in CM4D Peruse, so it should be identifiable to end users. To help end users choose a report, it is recommended that you include the chart/graph type and indicate the report configuration options (Samples/Characteristics/Processes) as part of the report label. For example, "Trend - Active Sample/Selected Characteristics/Current Process".

Add New Report

New Reports are created by clicking  plus Add in the top right of the Reports card. The Add New Report blade is opened automatically. To exit the add new blade without saving, close the blade.
To create a new Report:
  1. Click Add.
  2. In the Add new report blade, enter a name for the report. This label appears in the Reports menu in CM4D Peruse.
  3. Select a annotation template from the dropdown menu.
  4. Select the report configuration options for Samples, Characteristics and Processes.
  5. Click Save.

Report Properties

The Report Properties blade contains the options for defining a Report. Each Report is defined by selecting an Annotation Template and choosing the configuration options for the loaded data.

Annotation Template Select an annotation template from the dropdown. This is the annotation that appears in the Report Panel area.
Description An optional description field for the Report. This could be used to provide a brief summary of the report configuration. The description is only used in the Reports grid.
Name The label assigned to the Report. This label appears in the Reports dropdown menu in CM4D Peruse, so it should be identifiable to end users. To help end users choose a report, it is recommended that you include the chart/graph type and indicate the report configuration options (Samples/Characteristics/Processes) as part of the report label. For example, "Trend - Active Sample/Selected Characteristics/Current Process".
Report Configuration Depending on the annotation template type and contents, the Report configuration is what determines the data set that is loaded when the report is opened in CM4D Peruse. The following settings determine what data is loaded in the report. Choose one option per category:
  • Characteristics - All Characteristics, Selected Characteristics, First Characteristic or Last Characteristic
  • Processes - All Processes or Current Process only
  • Samples - All Samples or Active Sample only
Set this report as default Designate the report as the default for it to be the report that is open when data is initially loaded in the 3D viewer page.

See also, Peruse Annotation Templates Configuration

Report Configuration

Depending on the annotation template type and contents, the Report configuration is what determines the data set that is loaded when the report is opened in CM4D Peruse.

The scope of the data, equivalent to the DataSource properties of a CM4D DataSet, includes the following options:

Configuration Description
Characteristics   help-circle A Characteristic is supporting information for the Feature, a measurable dimension or parameter of a feature such as a nominal X value, or an actual Y value.
  • All Characteristics - Display all characteristics for the loaded data.
  • Selected Characteristics - Display only the characteristic(s) selected in the data grid.
  • First Characteristic - Display only the first characteristic of the loaded data.
  • Last Characteristic - Display only the last characteristic of the loaded data.
Processes   help-circle A Process is what is being measured, or a single Characteristic of a Feature. Processes include information such as Nominals, Limits and Baselines.
  • All Processes - Load all Samples regardless of the Process Baseline.
  • Current Process - Load only Samples for the current Process Baseline.
Samples   help-circle A Sample is the actual measurement of a Feature Characteristic.
  • All Samples - Load all loaded Samples.
  • Active Sample - Load only the Active Sample.

See also, About CM4D Data.

Reports in CM4D Peruse

In CM4D Peruse, configured Reports appear as a dropdown menu in the Report Panel of the 3D Viewer. The report designated as the default report by the CM4D admin is opened when data is initially loaded into the 3D Viewer Page. Depending on the settings for the default report, the user may need to select data from the grid in order to populate the report.

Report dropdown menu example

Example Trend report

Example XBar-S report

Example Histogram report

 

For related end-user information, see the topic Report Panel.