# Reports (https://docs.pulsarml.com/guides/desktop-app/reports)

Set up reports that Pulsar emails automatically, daily, weekly or monthly, with the charts you choose, and review what was sent.



Get the key information about your operation delivered to your email, 100% automatically and whenever you want. Stay up to date with daily, weekly or monthly reports to make informed decisions and optimize your operation.

## Create a report [#create-a-report]

Click **Reports** in the left-hand menu, then **Create report** at the top right. The setup has five steps, shown at the top of the screen. Use **Continue** to move forward and **Go back** to return to the previous step. The **X** at the top left closes the setup without saving.

<Steps>
  <Step>
    ### General information [#general-information]

    Add the **Report name**, an optional **Description** and the **Recipients**. Pick the recipients from your contacts list, or choose **Select All Recipients**.

    <Screenshot id="reports-general-information" alt="The Create report screen on step 1, General information, with the five steps across the top (General information, Type of report, Plots and filters, Order plots, Schedule), the Report name, Description and Recipients fields, and the Continue button at the bottom right." width="1440" height="900" />
  </Step>

  <Step>
    ### Type of report [#type-of-report]

    Select the topics you want to include in the report: **Availability**, **OEE**, **Production**, **Stop annotation**, **Stops**, **Production Speed** or **MTTR**.

    <Screenshot id="reports-topics" alt="Step 2, Type of report: a card with a checkbox for each topic, Availability, OEE, Production, Stop annotation, Stops, Production Speed and MTTR, with the Go back and Continue buttons at the bottom right." width="1440" height="900" />
  </Step>

  <Step>
    ### Plots and filters [#plots-and-filters]

    For each topic, click **Add a new plot** and choose a chart from the list. Then set up its filters:

    * the time range: **Past**, **Current** or **Last Shift**, and a number of **days**, **weeks** or **months**. Pulsar shows the dates that range covers today.
    * **Machine**: one or more machines, or all of them. It's required.
    * the chart's own filters, such as **Group by** (**Day**, **week**, **month** or **Shift**) or **Shift**.

    Click the trash icon on a chart to remove it.

    <Screenshot id="reports-plots-and-filters" alt="Step 3, Plots and filters, for the Availability topic: the Availability (%) chart expanded with its time range set to Past 1 days and the resulting dates, the Machine and Group by fields, a trash icon at its top right, and the Add a new plot button below." width="1440" height="900" />
  </Step>

  <Step>
    ### Order plots [#order-plots]

    Drag each chart by the handle at the left of its row to set the order in which the charts appear in the report. The **Filters** column shows the filters set on each chart.
  </Step>

  <Step>
    ### Schedule [#schedule]

    Set when the report is sent:

    * **Repeat every**: a number of **days**, **weeks** or **months**. For weeks, pick the weekdays in **Repeat on**; for months, the days of the month.
    * **Date of start**.
    * **Send at**: a **Specific time**, or **End of shift**, where you pick the shifts and the report is sent 15 minutes after the selected shift ends.
    * **Time zone**.

    Click **Submit** to save the report.

    <Screenshot id="reports-schedule" alt="Step 5, Schedule: Repeat every 1 days, Date of start, Send at with End of shift selected, a Select shifts field and the note that the report is sent 15 minutes after the selected shift ends, the Time zone field set to CDMX, Monterrey, and the Go back and Submit buttons." width="1440" height="900" />
  </Step>
</Steps>

## Manage your reports [#manage-your-reports]

The **Reports** list shows each report's **Name**, **Plots**, **Recipients**, **Created by** and **Last modified*&#x2A;. Search for a report by name at the top left. Click the options button (&#x2A;*⋯**) on a report to **View details**, **Duplicate**, **Edit** or **Delete** it.

<Screenshot id="reports-options-menu" alt="The Reports list with the columns Name, Plots, Recipients, Created by and Last modified, and the options menu open on a report, with View details, Duplicate, Edit and Delete." width="1440" height="900" />

**View details** (or clicking the report's name) opens the report's page: who created it, when it was last modified, and its schedule (for example, "Scheduled to be sent every week on Monday at 22:45 America/Monterrey"). From there you can **Delete** or **Edit** it, or **Send report now**. Its tabs show the **Plots** and their filters, the **Recipients**, and the **Report history**: each date with its status, **Pending** sends you can **Cancel**, and **Sent** reports you can **Download**.

## Before you set up a report [#before-you-set-up-a-report]

* **Delivery time.** Choose a delivery time at least one hour *after* the end of every shift you want to include. For example, if you need a daily report and the night shift ends at 7:00 a.m., have it delivered at 8:00 a.m. so the night shift is included. Or send it at **End of shift**.
* **Time range of the charts.** A chart's time range includes only the shifts that **started** within it. For example, a report for February 18 includes every shift that began on February 18.
* **A common mistake.** A report delivered at 7:00 a.m. with its charts set to **Current** day instead of **Past** day comes out empty: it only considers shifts that started today and also ended before 6:00 a.m. today. That is, none.

If you have trouble setting up your reports or need help, contact your Customer Success representative or [raise a support ticket](/guides/getting-started/support-ticket) from the app.