HOW TO: Setting Up Automatic Reporting v.3.0 - 3.4
This article discusses setting up Automatic Reporting in QC-CALC Real-Time 3.0 - 3.3.
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written: 04/30/2007
last modified: 04/12/2024

Introduction

This article discusses setting up Automatic Reporting in QC-CALC Real-Time. This is a simple setup that will email a report to a user when a part goes out of tolerance.

Steps

Setting Up Automatic Reporting:

  1. In QC-CALC Real-Time, go to Report > Setup Automatic Reporting...
  2. Select the Report Type at the top of the screen. For this example, we'll choose a Stat Summary report.
  3. Choose any of the standard templates that are included within QC-CALC and click OK.
  4. Choose the Range of Records on which to report. In this example, we'll choose "All Records Displayed". This represents all records currently being shown on the screen.
  5. Next, choose the Frequency of Reporting. This tells us how often a report should run. For this example, we'll choose Print on Exception and then choose Outside Control Limits.

    If your control limits are inside tolerance, then any point outside the control limits OR the tolerance limits will trigger a report.
  6. Click Advanced >> at the bottom left.
  7. On the right side of the screen, choose "File" in the Print To area.
  8. Choose the File Type you want to create. "Adobe PDF Format" seems to be the most popular.
  9. Browse or type the path of the file you will create when the report runs. If you like, this can be a network path.
  10. Check the Send in Email checkbox in the Advanced Options area. This will cause an email form to appear. If it does not appear, click the Configure button.
  11. Enter any number of email addresses or distribution lists separated by semi-colons in the To box and enter a Subject and Message in the boxes provided.
  12. Click OK when finished.
  13. Click OK again on the Setup Automatic Reporting screen.

Turning on Automatic Reporting

  1. To toggle Automatic Reporting On/Off, choose the Report > Automatic Reporting menu. If it is off, it will say (Off). Otherwise, it will have another message such as (On), Print on Exception, etc.

Conclusion

You have now set up simple automatic reports. If you filter your data and then turn on automatic reporting, the automatic reports will be based on the filtered data.

Applies To

QC-CALC Enterprise v.3.00
QC-CALC Real-Time v.3.00

Category

Reporting - QC-CALC 3.x
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