Reports

You can restrict access to M3 Graphical Lot Tracker reports per user or user group:

To grant access to the Reports panel, enable the .INTERFACE:NAVIGATE_REPORT setting from the Application Settings panel.
To grant access to the individual reports on the Reports panel: Group Hold Report, Rejected Transactions Report, and Manufacturing Order Audit Report, enable the INTERFACE:SEARCH_<report name> setting from the Application Settings panel. Access to the Lot Audit Report is granted by enabling the .M3REPORT:REPORT_LotAudit setting.
To grant access to the trace object reports that are available from the Trace panel, enable the M3REPORT:REPORT_<report name> setting from the Application Settings panel.

To reclassify the current stock in M3 Business Engine, you can use the Group Hold Report, or any of the Trace panel Stock reports: Stock Products per Balance ID, Stock Products per Lot, Stock Components per Balance ID, Stock Components per Lot. The .M3API:API setting in the Application Settings panel must be enabled.

The Stock reports are generated based on snapshot data from the M3 Business Engine table MITLOC that is stored locally in the M3 Graphical Lot Tracker database. The snapshot is updated at each data transfer. Depending on how often the data transfer is set to run, you might need to refresh these values, ad hoc, in these reports.

For example, when you perform a reclassification, the M3 Business Engine stock inventory values in the On-hand, Alloc, or Sts columns in the report may change, which can have an impact on the expected outcome of the reclassification.

If the .M3API:REFRESHSTOCK setting is enabled in the Application Settings panel, then you can use the refresh function in the two reports: Stock Products per Balance ID and Stock Components per Balance ID. The purpose with the refresh function is to show the current M3 Business Engine stock inventory values and M3 Business Engine balance status values. Before the next data transfer, the current values are displayed only temporarily, that is, only as long as the report is open. If you close and reopen the report, then you must use the refresh function so that the updated values are displayed again. After the next data transfer, the updated values are saved and permanently available.

This table shows the reports that have individual configuration:


Report	Setting in the Application Settings panel	Description
Group Hold Report	.M3API:API .INTERFACE:RECLASS_REASON_REQUIRED	To perform reclassification, enable this setting. Note: It affects all stock related reports. To select a transaction reason, enable this setting. Note: It affects all stock related reports.
Stock reports per Balance ID	.M3API:API .INTERFACE:RECLASS_REASON_REQUIRED .M3API:REFRESHSTOCK	To perform reclassification, enable this setting. Note: It affects all stock related reports. To select a transaction reason, enable this setting. Note: It affects all stock related reports. To activate the refresh function for M3 Business Engine stock inventory values, enable this setting.
Stock reports per Lot	.M3API:API .INTERFACE:RECLASS_REASON_REQUIRED .M3REPORT:REPORT_StockReport_Per_Lot	To perform reclassification, enable this setting. Note: It affects all stock related reports. To select a transaction reason, enable this setting. Note: It affects all stock related reports. To use the Stock reports aggregated on lot, enable this setting. Two additional reports are available: Stock Products per Lot and Stock Components per Lot.
Shipped Quantity	.M3REPORT:RMContent_Unit .M3Report:Exclude_Scrap_Calculation	For the report calculation, one common basic unit of measure or alternate unit of measure must be set. To exclude scrap calculations from the report, enable this setting.
Raw Material Content	.M3REPORT:RMContent_Unit .M3Report:Exclude_Scrap_Calculation	For the report calculation, one common basic unit of measure or alternate unit of measure must be set. To exclude scrap calculations from the report, enable this setting.
Consumed Quantity	.M3REPORT:REPORT_UsedQuantity .M3Report:Exclude_Scrap_Calculation	For the report calculation, one common basic unit of measure or alternate unit of measure must be set. To exclude scrap calculations from the report, enable this setting.
Compare Raw Material Usage	.M3REPORT:RMContent_Unit .M3Report:Exclude_Scrap_Calculation	For the report calculation, one common basic unit of measure or alternate unit of measure must be set. To exclude scrap calculations from the report, enable this setting.
Material List	.M3REPORT:MaterialList_Include_All .M3REPORT:MaterialList_Extended	If by-products, co-products, and end items are to be included, enable this setting. If additional information about Supplier is to be included, enable this setting.
Lot Audit	.M3REPORT:LotAudit_ObjAutorization .M3REPORT:REPORT_LOTAUDIT_EXPORT_EXTENDED	If you set this application setting to Disabled, you can override object authorization only for the Lot Audit report. If Export extended option for the Lot Audit report is to be available, enable this setting.
Lot Audit All Levels	.M3REPORT:LotAudit_ObjAutorization	If you set this application setting to Disabled, you can override object authorization only for the Lot Audit All Levels report.
Customer List	.M3REPORT:Customer_Include_Returns	If customer returns are to be included, enable this setting.
Rejected Transactions Report	.CONFIG:ONHOUSEKEEPING.`<setting>`	Cleaning of the data queue and deletion of transactions are configured through the housekeeping tasks. See Housekeeping tasks.
Manufacturing Order Audit Report	.M3SYS:DaysForOpenMO .M3REPORT:MOAudit_MaxOrders	Specify the number of days during which a transaction must be open for adding a trace. Specify the maximum number of manufacturing orders that are included in the analysis.
Finalized Reports	.M3REPORT:USE_BACKGROUND_REPORT .M3REPORT:BACKGROUND_REPORT_TIMEOUT	For specific reports or exports to be finalized in the background when the timeout is exceeded, enable this setting. Specify the timeout value in seconds.

In reports, you can export result lists to Microsoft Excel, in CSV or XLS file format. To define the export format, use the .INTERFACE:EXPORT_FORMAT setting in the Application Settings panel.

See Settings in the Application Settings panel. The report settings and the interface settings are described.