Learning outcomes
- Explain the key principles of reports, kpis and dashboards.
- Carry out a structured practical check or configuration task.
- Recognise common faults, risks and evidence needed for diagnosis.
Module 13 · Lesson 3
Reports, KPIs and dashboards
Build trustworthy operational reports for runtime, energy, flow, production, downtime and efficiency.
Before you begin
Defined business rules and validated source tags.
Safety: Use site procedures, approved test equipment and competent supervision. Never bypass a protection or interlock without formal control.
Step-by-step learning
- Define each KPI with exact source, time boundary and calculation.
- Handle missing, bad-quality and reset values explicitly.
- Validate totals against independent records.
- Present context and limits, not only a single attractive number.
Ian's practical tips:
- Agree on the formula before building the dashboard.
- A KPI should support a decision, not simply fill screen space.
Fault-finding questions
- What should be happening, and what evidence proves it?
- Where is the last known correct signal, voltage, state or process condition?
- What changed immediately before the fault?
- Can the system be divided into smaller testable sections?
Practical activity
Create a one-page test record for this lesson. Include expected values, measured results, equipment used, risks controlled, defects found and the final proven condition.