What this is
Views are not only for customizing tables — they can also become your daily analysis tool.
This guide shows you how to use Views to track operator-entered parameters, build quick summaries, and even compare batches side by side.
Perfect for Editors and Managers who want more than just a table view.
How to do it
1. Open the process you want to analyze
Go to Workflows > All Workflows
Select the workflow (process) you want to review
Open the list of Sessions (each session = one production batch)
2. Add parameter fields to your View
Click the Views icon above the table
Choose Change View
On the right side, select the parameter fields you want to see (e.g., Cooling Time, Reactor Temperature)
Click Apply – now the table includes these values per batch
💡 Tip: Each row is a session, so you can instantly compare parameters across multiple batches.
3. Use filters to focus your data
In the Views menu, click No filters found
Add conditions such as:
Status = Open (only active batches)
Created Date = Last 5 days
Work Order Number = 12345
⚠️ Warning: Remember that filters can be grouped with AND/OR logic. For example:
Group 1: Status = Open AND Department = Mixing
Group 2: Status = Closed AND Operator = Alex
This way you can compare open vs. closed in a single View.
4. Save and share the View
After setting columns and filters, click Save this View
Give it a clear name, e.g. “Cooling Time – Last 5 Batches”
Choose if it’s Personal (only you) or Shared (your team can use it)
💡 Tip: Shared Views can become your “daily summary reports” without needing BI dashboards.
5. Export for treatment summary
From the top bar, click Export
Choose Excel or CSV
In Excel, you can quickly pivot data:
Rows = Batch Number
Columns = Parameters (Cooling Time, Temperature, pH)
Values = Operator entries
📊 Example:
Batch | Cooling Time (min) | Reactor Temp (°C) | pH |
1021 | 45 | 85.2 | 6.8 |
1022 | 50 | 84.7 | 6.9 |
1023 | 44 | 86.1 | 7.0 |
This creates a treatment summary across multiple batches — directly from operator entries.
Common Issues / FAQs
I don’t see my parameter in the View list → Make sure the field is part of the workflow form. If not, an Editor needs to add it.
Why do I see only 4 batches instead of all? → Check if you applied a filter (date, status, or user).
The export shows too many columns → In Excel, hide what you don’t need or build a pivot for cleaner analysis.
Can this run automatically? → No. Views are manual summaries. For automatic dashboards, use the BI/Metabase module.