---
alias: user-guide-future-flow-report
tags:
  - reports
  - future flow
  - product
  - material
description: "This customizable report details the future steps and details for a specified product or material, allowing users to filter and view related information from various operations."
---

# Future Flow Report

## Overview

The **Future Flow** report is an enhanced version of the Product Standard Flow report and the Material Flow report, based on data stored in the Operational Data Store (ODS). The report details how a **Material** or a **Product** is expected to progress through the production process. It enables process planning, production control and aids in troubleshooting and audits.

{% include-markdown 'includes/pages/report_unavailable_edp_note.md' %}

It can be accessed through the Performance section from the **Business Intelligence** tab.

![Future Flow report- Location](../images/future-flow/future_flow_location.png)

## Filters

The following filters are available:

- Material Name
- Product Name
- Product Revision
- Step name

## Report Options

You can further refine the report by selecting one or more of the following sections to include:

- BOM
- Checklist
- Data Collection
- Documents
- Durables
- Future Actions
- In Process Verification
- Inspection Plan
- Line Flow
- Personnel Requirements
- Recipe
- Resource
- Reworks
- Sampling
- SPC
- Time Constraints

![Future Flow report- Filters and Options](../images/future-flow/future_flow_filter_options.png)

## Report Sections

Firstly, the report header shows if the report is about a **Material**, or a **Product**, detailing which one below too.

After, a ribbon displays the filters and options selected when generating the report.

Depending on the entity the report pertains to, you are provided with the following details:

=== "Material"

    - Product
    - Flow
    - Step
    - Primary Quantity
    - Secondary Quantity
    
    ![Future Flow report- Material header](../images/future-flow/future_flow_material_header.png)

=== "Product"

    - Product
    - Flow
    - Step

    ![Future Flow report- Product header](../images/future-flow/future_flow_product_header.png)

Each **Step** (for example, Mixing, Baking or Cooling) has a distinct section which includes several subsections detailing the **Step** operations. If there are **Rework** or **Line Flows**, their **Steps** and details are also included at the end of the report.

### Step Overview

This section displays context information regarding the **Step** in question, including:

- The Flow that the Step is part of
    - Type of Flow
- Step that will be detailed
    - Step description
    - Primary Units

Data Source: [[dataplatform-dataset-basedata]] from DWH

![Future Flow report- step overview section](../images/future-flow/future_flow_step_overview.png)

### :mes-static-lineflow-sm: Rework

This section details if there was any **Rework** in the **Step**. You are provided with:

- Go to Flow Path - what Flow path the rework started again from
- Go to Step - what Step the rework started again from
- Return to Flow Path - at what Flow path can the Material or Product return to after the rework
- Return Step - at what Flow path can the Material or Product return to after the rework
- Reason - reason for Rework

If there are **Rework Flows** specified for any **Step**, they are detailed at the end of the report with the organization detailed above.

Data Source: [[dataplatform-dataset-bulkreworkdetails]] table from DWH

![Future Flow report- rework section](../images/future-flow/future_flow_rework.png)

### :mes-static-lineflow-sm: Line Flows

This section displays the **Line Flows** referred to in the **Step**.

Firstly, a table details information included in the [[steplineflowcontext-st]]. For example:

- Product
- Line Flow
- Validation Mode
- Assembly Mode

After, you can find a list of **Line Flows** with their description.

Data Sources: [[dataplatform-dataset-bulkpartialresolvecontexts]] and [[dataplatform-dataset-bulklineflowdetails]] tables from DWH

![Future Flow report- line flows section](../images/future-flow/future_flow_line_flows.png)

The complete list of **Line Flows** applicable to the **Material** or **Product** can also be found at the end of the report with the organization detailed above.

![Future Flow report- line flows section at the end of the report](../images/future-flow/future_flow_line_flows_end.png)

### :mes-entitytypes-resource-sm: Resource Information

This section displays all the **Resources** used in this **Step** and their **Services**.

Firstly, a table details information included in the [[servicecontext-st]]. For example:

- Service - service name

For the every **Service**, you are provided with a list of **Resources** that can perform it and their descriptions.

Data Sources: [[dataplatform-dataset-bulkpartialresolvecontexts]] and [[dataplatform-dataset-bulkserviceresourcedetails]] tables from DWH

![Future Flow report- resource section](../images/future-flow/future_flow_resource.png)

### :mes-entitytypes-recipe-sm: Recipes

This section displays all the **Recipes** used in this **Step** and their parameters.

Firstly, a table details information included in the [[recipecontext-st]]. For example:

- Service
- Recipe

Following, you may find details included in the [[recipeparameteroverridecontextt-st]]. For example:

- Recipe the parameter
- Parameter
- Product group
- Value

For the every **Recipe** and Sub-Recipe, you are provided with:

- Parameters specified in the recipe
- Type of parameter
- Value of the parameter

Data Sources: [[dataplatform-dataset-bulkpartialresolvecontexts]] and [[dataplatform-dataset-bulkrecipedetails]] tables from DWH

![Future Flow report- recipes section](../images/future-flow/future_flow_recipes.png)

### :mes-entitytypes-durable-sm: Durables

This section displays all the **Durables** used in this **Step**.

Firstly, a table details information included in the [[materialdurablescontext-st]]. For example:

- Flow
- BOM

For the every **Durable**, you are provided with details about their respective **Products**, such as:

- Name of product and version
- Position
- Optional
- Usage step
- Material Reservation Mode

Data Sources: [[dataplatform-dataset-bulkpartialresolvecontexts]] and [[dataplatform-dataset-bulkdurablebomdetails]] tables from DWH

![Future Flow report- Durables section](../images/future-flow/future_flow_durables.png)

### :mes-entitytypes-datacollection-sm: Data Collection

This section displays all the **Data Collection** operations included in the **Step** and their parameters.

Firstly, a table details information included in the [[materialdatacollectioncontext-st]]. For example:

- Material
- Operation
- Data Collection
- Data Collection Limit Set
- Data Collection

For the every **Data Collection** operation and **Data Collection Limit Set**, you are provided with:

=== ":mes-entitytypes-datacollection-sm: Data Collection"

    For each parameter, you can find the following information:

    - Details
        - Parameter name
        - If the parameter is optional
        - Data Type of the parameter
        - Units
        - Maximum value
        - Minimum value 
    - Samples
        - Type of sample
        - Sample Id Material Property
        - Percentage Value
        - Minimum samples
        - Maximum samples 
        - If the sample count is a percentage
        - Sample names
    - Calculation
        - Calculation name
        - Grouping
        - Limit checking
        - Rule
        - Expression 
    - Instrument
        - Capture behavior
        - Type 
    - Readings
        - Minimum sample readings
        - Maximum sample readings
        - Default value
        - Reading names
        - Readings
    - Protocols
        - Warning
        - Error
    - Documentation
        - Instruction
    
    Data Sources: [[dataplatform-dataset-bulkpartialresolvecontexts]] and [[dataplatform-dataset-bulkdatacollectiondetails]] tables from DWH

    ![Future Flow report- data collection section](../images/future-flow/future_flow_data_collection.png)

=== ":mes-entitytypes-datacollectionlimitset-sm: Data Collection Limit Set"

    For each parameter, you can find the following information:

    - Override Validation Range
    - Include Sample Limits
    - Limit Type
    - Minimum Value
    - Maximum Value
    - Target
    - Lower Error Limit
    - Lower Warning Limit
    - Upper Warning Limit
    - Upper Error Limit
    
    As well as information from sample limits:

    - Sample Id
    - Lower Error Limit
    - Lower Warning Limit
    - Target
    - Upper Warning Limit
    - Upper Error Limit
    
    Data Sources: [[dataplatform-dataset-bulkpartialresolvecontexts]] and [[dataplatform-dataset-bulkdatacollectiondetails]] tables from DWH

    ![Future Flow report- data collection limit sets section](../images/future-flow/future_flow_data_collection_limit_set.png)

### :mes-entitytypes-bom-sm: BOM Information

This section details all the **BOMs** used in the **Step** and their parameters.

Firstly, a table details information included in the [[bomcontext-st]]. For example:

- Material
- Assembly Type
- Track In Check Mode
- Track Out Losses Mode
- Weigh and Dispense Mode
- BOM

For every **BOM** used and their respective **Products**, you are provided with:

- Source Step
- Quantity
- Position
- Material Reservation Mode
- If it is a Fixed Quantity

Data Sources: [[dataplatform-dataset-bulkpartialresolvecontexts]] and [[dataplatform-dataset-bulkbomdetails]]
![Future Flow report- BOM section](../images/future-flow/future_flow_bom.png)

### :mes-static-documentgroup-sm: Documents

This section lists **Documents** included in the **Step**.

Firstly, a table details information included in the [[materialdocumentcontext-st]]. For example:

- Material
- Document

Below that, a table lists the **Documents** including some details:

- Document name
- Description
- Type of document
- Author

Data Sources: [[dataplatform-dataset-bulkpartialresolvecontexts]] and [[dataplatform-dataset-bulkdocumentdetails]] tables from DWH

![Future Flow report- documents section](../images/future-flow/future_flow_document.png)

### :mes-entitytypes-checklist-sm: Checklists

This section details all the **Checklist** instances included in the **Step** and the Items of each **Checklist** instance.

Firstly, a table details information included in the [[materialchecklistcontext-st]]. For example:

- Operation
- Material
- Checklist

For each **Checklist** instance, there are different sections for each Item and their respective tasks and state (example: Name of Task (Manual Task) Completed) detailing:

- Parameter measured
- Source
- Type
- Format
- Optional
- Default value
- Range values

If the task requires a signature, the following data is also displayed:

- Signature
- Role
- Certification that the user holds
- Allow self

Data Sources: [[dataplatform-dataset-bulkpartialresolvecontexts]] and [[dataplatform-dataset-bulkchecklistdetails]] tables from DWH

![Future Flow report- checklist section](../images/future-flow/future_flow_checklist.png)

### Future Actions

This section details all **Future Actions** associated to this **Step** by presenting their context resolution information, including:

- Action
- Execution
- Flow
- State
- Sub-Materials Selection Mode
- Sub-Materials
- Send-Ahead Split Type
- Evaluate Flow
- Evaluate Step
- Evaluate Flow Path
- Merge Flow
- Merge Step
- Merge Flow Path
- Results Capture Mode
- Distribution List
- Resource
- Automatic Dispatch
- Split Mode
- Split Materials
- Note
- Comment

Data Source: [[dataplatform-dataset-bulkfutureactiondetails]] table from DWH

![Future Flow report- rework section](../images/future-flow/future_flow_future_actions.png)
![Future Flow report- rework section](../images/future-flow/future_flow_future_actions_2.png)

Currently, the report supports the following **Future Actions**:

- Change Flow And Step
- Collapse
- Create Send-Ahead Run
- Execute Rule
- Hold
- Merge
- Send Mail
- Set Note
- Set Resource
- Set Service
- Skip Process
- Split
- Split For Step
- Temporary Off Flow
- Terminate

!!! note "Future Actions"
    For more information about Future actions, refer to: [[tutorials-futureactions]].

### :core-static-checkinprogress-sm: In Process Verification

This section details all the **In Process Verification** instances included in the **Step** and the operations of each verification.

Firstly, a table details information included in the [[materialinprocessverificationcontext-st]]. For example:

- Maintenance Plan
- Owner Role

Data Source: [[dataplatform-dataset-bulkpartialresolvecontexts]] table.

![Future Flow report- In Process Verification context](../images/future-flow/future_flow_ipv_context.png)

For each **Standard In Process Verification** or **Shift Change Verification / AdHoc** instance, there are different sections for each operation and their respective tasks and details.

For any associated **Maintenance Activity Order**, the following details are displayed:

- Activity name
- Type of maintenance
- Approval Mode
- Maintenance Type
- Release Mode from the maintenance activity
- Expected Duration for the maintenance
- Acceptance Mode
- Expected Duration for maintenance

![Future Flow report- In Process Verification MAO](../images/future-flow/future_flow_ipv_mao.png)

- If the **Maintenance Activity Order** has any **Checklist** or any **Rework** with a **Checklist**, the details are presented as seen [in the Checklist section.](#checklists)

    ![Future Flow report- In Process Verification checklist](../images/future-flow/future_flow_ipv_checklist.png)

- Similarly, if the **Maintenance Activity Order** has any **Data Collections** or any **Rework** with **Data Collections**, the details are presented as seen [in the Data Collection section.](#data-collection)

    ![Future Flow report- In Process Verification Data Collection](../images/future-flow/future_flow_ipv_data_collection.png)

- For the **Parts** associated with the **Maintenance Activity Order**, you are provided with the following table:

    - Product
    - Product Descriptions
    - Optional
    - Planned Quantity needed

    ![Future Flow report- In Process Verification Parts](../images/future-flow/future_flow_ipv_parts.png)

- For the **Personnel** associated with the **Maintenance Activity Order**, the following details are displayed in a table:

    - Certification the personnel might have
    - Quantity of certification
    - Allocation of the certification to the personnel
    - If the certification is Exclusive

    ![Future Flow report- In Process Verification Personnel](../images/future-flow/future_flow_ipv_personnel.png)

Data Source: [[dataplatform-dataset-bulkmaterialinprocessverificationdetails]] table.

### :mes-entitytypes-employee-sm: Personnel Requirements

This section lists **Personnel Requirements** included in the **Step**.

Firstly, a table details **Certifications** added to a **Resource**, as well as information included in the [[stepcertificationrequirementscontext-st]]. For example:

- Product
- Certification

Below, a table lists the **Step Certification Requirements** with their respective description.

Next, the **Resource Personnel Requirements** are listed with the following details:

- Resource name
- Certification necessary to operate the Resource
- Description
- Quantity of Personnel
- Allocation of the Personnel to the Resource
- Allocation Type
- Exclusive

Data Sources: [[dataplatform-dataset-bulkpartialresolvecontexts]] and [[dataplatform-dataset-resourcepersonnelrequirements]] tables from DWH

![Future Flow report - personnel section](../images/future-flow/future_flow_personnel.png)

!!! info "Manage Personnel in Resource"
    Refer to [[user-guide-manage-personnel-resource]] for more information about Managing Personnel and Certifications.

### :mes-static-time-sm: Time Constraints

This section lists **Time Constraints** included in the **Step** by detailing information included in the [[timeconstraintscontext-st]]. For example:

- From Operation - detailing what operation the time constraint applies to
- Product
- To Step
- To Operation
- Multiplication Factor - meaning that the constraint is proportional to this factor
- Time Limit
- Time Limit Rule
- Remove On Pass
- Type

!!! note "Enable Time Constraints"
    To enable this section, both From Step and To Step must have the property `Enable Time Constraints` set to true. Refer to [[tutorials-sched-timeconstr]] for more information on using this feature.

Data Sources: [[dataplatform-dataset-bulkpartialresolvecontexts]] from DWH.

![Future Flow report - time constraints section](../images/future-flow/future_flow_time_constraints.png)

### :mes-entitytypes-inspectionplan-sm: Inspection

This section details all the **Inspection** instances included in the **Step** and the operations of each verification.

Firstly, a table details information included in the [[stepinspectionplancontextcontext-st]]. For example:

- Inspection Plan
- Product
- Inspection Plan Configuration
- Flow

Data Source: [[dataplatform-dataset-bulkpartialresolvecontexts]] table.

![Future Flow report- Inspection context](../images/future-flow/future_flow_inspection_context.png)

For each **Inspection Plan**, the following configurations are detailed along with its steps.

- If the Inspection happens In-Process
- Step in which the Inspection occurs
- Split Type
- Split Mode
- Split Step
- If a Scrap Material Sample is necessary

Data Source: [[dataplatform-dataset-inspectionplan]] table.

!!! info "Inspection Plan configurations"
    Refer to [[user-guide-create-inspection-plan]] for more information about Split Configurations.

![Future Flow report- Inspection step context](../images/future-flow/future_flow_inspection_steps.png)

If the **Inspection Plan** has any **Data Collections** configured, the details are presented as seen [in the Data Collection section](#data-collection).

Data Source: [[dataplatform-dataset-inspectionplan]] table.

![Future Flow report- Inspection data collection section](../images/future-flow/future_flow_inspection_data_collection.png)

### :mes-entitytypes-samplingpattern-sm: Sampling

This section displays all the **Sampling Patterns** configured for the **Step** and their context resolution details.

Firstly, a table details information included in the [[stepsamplingpatterncontext-st]]. For example:

- Product
- Resource
- Resource Type
- Sampling Pattern

![Future Flow report- Sampling section Context table](../images/future-flow/future_flow_sampling_context.png)

For each **Sampling Pattern**, the header includes the name, type, description, and the applicable context numbers. Below that, you are provided details such as:

- Selection
- Rule
- Source
- Count
- Percentage
- Sequence

Data Sources: [[dataplatform-dataset-bulkpartialresolvecontexts]] and [[dataplatform-dataset-bulksamplingpatterndetails]] tables from DWH

![Future Flow report- Sampling section](../images/future-flow/future_flow_sampling.png)

### :mes-entitytypes-chart-sm: SPC

This section displays all the **Statistical Process Control (SPC)** charts configured for the **Step** and their context resolution details.

Firstly, a table details information included in the [[stepchartcontext-st]]. For example:

- Product
- Operation
- Chart
- Display Mode

![Future Flow report- SPC section context table](../images/future-flow/future_flow_spc_context.png)

For each **Chart**, the header includes the chart name, the chart type name, and the applicable context numbers. Below that, you are provided with details such as:

- Type
- Parameter
- Minimum Sample Readings
- Maximum Sample Readings
- Lower Specification Limit
- Target Specification Value
- Upper Specification Limit

As well as a **Rules** table with the following columns:

- Rule
- Scope
- Protocol
- Action

Data Sources: [[dataplatform-dataset-bulkpartialresolvecontexts]] and [[dataplatform-dataset-bulkchartdetails]] tables from DWH

![Future Flow report- SPC section](../images/future-flow/future_flow_spc.png)