Review and enter daily KPI reports

A KPI (key performance indicator) is a named measure such as on-time delivery, right first time, or safety incidents. A daily report lets you review or enter the manual values for one site and date. Bulk shows each KPI's target beside the entry, then asks you to review a summary before saving.

A site (also called an entity) is one plant or facility. Reopening the report for the same site and date loads any stored manual values and comments. Saving again updates that dated report.

Before you startCopy Anchor Link

• You need the Enter KPI values permission (kpi.entry) and access to the report's site.
• The site needs active manual-entry KPIs. Automatic KPI sources do not appear in this form.
• Select the report's site and date before entering numbers.

Review the KPI definitionsCopy Anchor Link

Open Settings, then KPI, then Management to review the catalogue. Its rows show each definition's category, entity scope, unit, aggregation, data source, goal operator, and display format. The permitted Edit action opens the definition form. See Create and manage a KPI for configuration.

Review and update a daily reportCopy Anchor Link

A daily report is where the manual KPI values for one site are recorded. Only KPIs whose values are typed in by a person appear here. KPIs that Bulk calculates for you — those driven by audits, production, safety incidents, or a formula — are computed automatically and never appear on the report form, so the report is the place to enter the numbers a machine cannot supply.

Each report belongs to one site and one date. Reopening that site and date loads any stored values and comments.

Open the reportCopy Anchor Link

You start a report from the New report dialog, which is reached from a Teamboard or from the global create menu:

1. On a Teamboard, select New Report (the plus button in the top-right corner). You can also right-click anywhere in the app and choose New Report from the create menu.
2. In the New report dialog, choose the Entity (the site the report is for) and the Report date. The date picker does not allow a future date, because you can only report on days that have happened.
3. Select Proceed to open the report form.

The form opens with New report, the date and site name, and Cancel and Submit controls. A single sheet groups the KPI rows by category. For one day it has these columns:

• Title — the KPI name.
• Target — the goal for that KPI on that date, shown for reference. It is read-only here and displays a dash when no target is set.
• The report date, such as 04 Oct: the actual value you type in. The field formats the number with the KPI's unit when you click away.
• Comment: an optional note, such as an explanation of a miss.

The Add next day control beside the date heading can extend the sheet to as many as seven consecutive dates. With multiple dates, the sheet shows the date columns and per-cell comments instead of separate Target and Comment columns.

Submit your changesCopy Anchor Link

When you have entered or updated the values, select Submit. Before anything is saved, a Confirm Submission dialog summarizes exactly what will happen, split into three groups:

• Saving — the values you entered or changed, with their numbers.
• Clearing — values you emptied that had been recorded before. Clearing removes those recorded results.
• Skipping — KPIs you left blank that had no previous value, listed under a collapsible Skipping n KPIs toggle. Skipped KPIs are left untouched.

Select Save n changes to commit. A confirmation message reads n KPI changes saved. If you try to submit without entering a value or clearing an existing one, Bulk stops you with Please enter a KPI value or clear an existing one.

If you select Cancel while you have unsaved edits, Bulk asks Discard changes? and lets you Keep editing or Discard changes so you do not lose work by accident.

Example: reviewing the day at Wayne CorpCopy Anchor Link

Bruce opens Gotham Daily Operations, selects New Report, chooses Gotham Applied Sciences and 04 Oct 2026, and proceeds. In a practice draft he enters Daily Output of 480 units, On-Time Delivery of 96 percent, and Right First Time of 97.6 percent. His comments describe released housing and bracket batches and one dispatch moved to the next shift.

Submit opens a summary with Saving 3 and Skipping 11 KPIs. The skipped rows are other manual KPIs left blank, not automatic KPIs. Bruce can select Save 3 changes when the values are ready to commit. For the screenshot example he cancels the summary and discards the draft, preserving the stored data.

Expected resultCopy Anchor Link

• The KPI catalogue shows how each definition is measured and configured.
• From the daily report, the site's manual values for a date are saved as a snapshot that records who submitted it. Those values feed the KPI's pass or fail status, its targets comparison, and any dashboards or Teamboards that display it.

Limitations and availabilityCopy Anchor Link

Daily KPI reporting is generally available. A few boundaries apply:

• The report form shows manual KPIs only. KPIs sourced from audits, production, safety incidents, or a formula are calculated automatically and do not appear on the report form. A site with no manual KPIs shows No KPIs available.
• There is no report-history list in the app. You review a past report by opening the New report flow for that site and date, which reloads the stored manual values and comments. There is no separate page that lists all previously submitted reports.
• One report per site per date. Submitting again for the same site and date updates the existing snapshot rather than creating a second one.
• The grouped one-day form, confirmation summary, and discard flow were verified in the current app. Saving, clearing stored values, multiple-day entry, and other roles were checked in source only, not exercised in this capture.

TroubleshootingCopy Anchor Link

• "Entity Required — An entity must be selected to create a report." The report was opened without a site. Start it again from a Teamboard or the create menu so a site is passed in, then select it in the New report dialog.
• "No KPIs available." The chosen site has no manual-entry KPIs. Add one, or check that existing manual KPIs list this site among their allowed sites.
• "Please enter a KPI value or clear an existing one." Submit was selected with nothing to save. Enter at least one Actual value, or empty a previously recorded one, before submitting.

RelatedCopy Anchor Link

• Create and manage a KPI — define the unit, aggregation, operator, and source used by reporting.
• Set KPI targets — set the goal values that the report shows and that decide pass or fail.
• Manage KPI categories — the categories that group rows on the report form.
• Create a Teamboard report — start the daily report from a plant's Teamboard.
• KPIs — everything in the KPIs area.