Reports & Analytics
User stories for executive dashboards, operational reporting, and data analysis
Reports & Analytics
Executive visibility, operational metrics, and regulatory reporting.
US-R01: Executive Dashboard
As an Executive (Chen), I want to view a single-page executive dashboard with facility KPIs, so that I can assess operations without drilling into individual modules.
Acceptance Criteria:
- KPIs: batch yield rate, on-time delivery, open deviations, CAPA closure rate
- Quality index: composite score from deviations, EM, training compliance
- Production metrics: batches completed this month, throughput vs target
- Financial indicators: cost per batch, waste percentage (future)
- Trend sparklines for each KPI (30-day)
- Drill-down: click any KPI detailed module view
Priority: P2 | Sprint: 7
US-R02: Batch Yield Report
As a Production Manager (James), I want to view batch yield trends over time by product, so that I can identify products with consistently low yields for investigation.
Acceptance Criteria:
- Report: actual yield vs theoretical yield per batch
- Group by product, date range
- Chart: yield % trend line with target line
- Table: batch #, product, theoretical, actual, yield %, status
- Filter by product, date range, technician
- Export as CSV/PDF
Priority: P2 | Sprint: 7
US-R03: Deviation Pareto Analysis
As a QA Manager (David), I want to see a Pareto chart of deviation categories, so that I can focus improvement efforts on the most frequent root causes.
Acceptance Criteria:
- Pareto chart: deviation categories sorted by frequency
- 80/20 line indicator
- Filter by severity, date range, product, room
- Secondary dimension: root cause category
- Data table below chart with counts and percentages
Priority: P2 | Sprint: 7
US-R04: EM Trending Report
As a QA Manager (David), I want to generate environmental monitoring trend reports per room, so that I can identify rooms with deteriorating environmental conditions.
Acceptance Criteria:
- Per-room viable count trends over selectable time range
- Overlay alert and action limits
- Statistical analysis: mean, standard deviation, trend direction
- Excursion markers on timeline
- Comparison across rooms
- Export as PDF with charts
Priority: P2 | Sprint: 8
US-R05: Training Compliance Dashboard
As a Training Coordinator (Alex), I want to see a visual dashboard of training compliance rates, so that I can identify departments and individuals that need attention.
Acceptance Criteria:
- Overall compliance %: trained + acknowledged / total assigned
- Heatmap: departments × training categories
- Non-compliant user list with overdue items
- Trend: compliance % over time
- Upcoming expirations (next 30 days)
Priority: P2 | Sprint: 8
US-R06: Inventory Health Report
As a Warehouse Clerk (Tom) or Procurement Manager, I want to view inventory health metrics, so that I can optimize stock levels and minimize waste.
Acceptance Criteria:
- Metrics: stock value, items expiring in 30/60/90 days, waste (expired + disposed)
- Turnover rate per item category
- FIFO compliance percentage
- Vendor delivery performance
- Stockout events over time
Priority: P2 | Sprint: 8
US-R07: Audit Readiness Score
As an Admin or Executive (Chen), I want to see a composite audit readiness score, so that I know if we're prepared for an FDA inspection.
Acceptance Criteria:
- Score components:
- Open deviations (0 = 100%)
- Overdue CAPAs (0 = 100%)
- Training compliance (>95% = 100%)
- Equipment calibration (all current = 100%)
- EM compliance (no excursions = 100%)
- Composite score: weighted average (configurable weights)
- Red/yellow/green indicators per component
- Historical trend of readiness score
Priority: P2 | Sprint: 8
US-R08: FDA 503B Reporting
As a PIC (Sarah), I want to generate the required semi-annual FDA 503B report with all compounded products, so that we comply with DQSA reporting requirements.
Acceptance Criteria:
- Report format: per FDA 503B reporting template
- Data: all products compounded in period, quantities, distribution
- Adverse event summary
- Drug supply reporting (shortage list)
- Exportable in FDA-accepted format
- Reminder notification 30 days before due date
Priority: P2 | Sprint: 8