Reports - Bold Factory

Smart Factory reports use embedded Power BI to analyze Bold data with prepared visualizations, filters and fields. Use them for periodic analysis, indicator monitoring and management views.

What they represent

Concept	Use
Report	Analytical view with pages, visualizations and filters.
Data model	Set of entities prepared to analyze Bold data.
Duplicated report	Copy of an existing report you can adapt.
Editable report	Copy you can adapt if you have permissions.

When to use them

Requirement	Use
Analyze trends, compare periods or prepare reports	Reports.
View live shop floor status, operations in progress or operational OEE	Manufacturing dashboards.
Investigate a specific record	The corresponding operational module, such as orders, stock or work orders.

Reports are not a real-time view. They refresh according to the environment’s schedule. Access to reports, including creation and duplication, requires analytical reports in your plan. When this option is disabled, the application does not show the list or allow report creation, and the API rejects those operations.

Permissions

Action	Required permission
Open reports	Read access to reports.
Create, duplicate or delete reports	Edit access to reports.

Usage rules

Duplicate reports before making significant changes.
Use purpose-oriented names such as Cost per asset or Weekly production.
Review dates, statuses, units and filters before making decisions.
Use dashboards when you need live operational status.