ION Factory OS
  • Welcome to ION
  • Features
    • Procedures
      • Steps
        • Content
        • Datagrid
        • Fields
        • Attributes
      • Dependencies
      • Part-Procedure Relationship
      • Attributes
      • Standard Steps
      • Installation Requirements (Beta)
      • Nested Steps and Nested Standard Steps
      • Procedure Best Practices
    • Runs
      • Run Execution Overview
      • Runs And Step States
      • Batching Runs
        • Batching 2.0 Changes
      • Workcenter execution
      • Split Inventory on a Run
      • Redlines
      • Export run data
      • Scheduling runs
      • Time Tracking
      • Attributes
      • Outside Processing
      • Runs Best Practices
    • Parts Library
      • As-built Bill of Materials (aBOM)
        • Editing aBOM build requirements
        • aBOM Beta Changes
          • aBOM actions for developers
      • Inventory
        • Inventory status
        • Inventory splitting
        • Inventory merging
        • Inventory scrapping
        • Kitting
        • Inventory Movement Automations
      • Manufacturing bill of materials (mBOM)
        • mBOM versions
        • Made on Assembly (MOA)
        • Part Substitutes
        • Reference designators
      • Part Attributes
      • Part revision interchangeability
      • Supplier Part Numbers & Purchase Unit Conversions
    • Kitting and Inventory Fulfilment
      • Kit Statuses and Workflows
      • Inventory requests
      • Kitting and runs
      • Fulfilling Multiple Kits
      • Kanban Kitting
    • Purchasing
      • Purchase Orders
        • Types of Purchases
        • Purchase Order Approvals
        • Purchase Order FAQs
        • Supplier Part Numbers & Unit Conversions
        • PO Requirements, Terms, and Quality Clauses
      • Receiving/Inspection
      • Outside Processing
      • Consigned Parts
    • Barcode Labels
      • Templating
        • ION barcode minimum sizes
        • Sample templates
      • Printing
        • Configuring Zebra Browser Print
        • Server Based Barcode Printing (PrintNode)
      • Scanning
        • Scan barcodes from other systems
    • Quality
      • Issues
      • Further Actions - CAPA
      • Issues States, Dispositions, and Resolutions
      • Quality Best Practices
    • Tools
    • Locations
    • Attributes
    • Labels
      • Deleting labels
    • Notifications
    • Search
    • Settings
      • Role based access control
        • Full Glossary of ION Permissions
    • ION Actions
      • ION Actions examples for Quality
      • ION Actions examples for Runs and Procedures
      • ION ACTIONS examples for Supply Chain
  • Analytics
    • Inventory valuation
    • Part impact analysis
    • Users, Roles, Teams
    • Analytics FAQ
    • Data Connector
    • Data Products
  • Plans and Autoplan
    • Autoplan
    • Autoplan glossary
    • Preparing to use Autoplan
    • Clear to build reporting
    • Running Autoplan on a schedule
    • Firm and blocked plan items
    • Location constraints
    • Autoplan suggested suppliers and procedures
    • Reorder point
    • Plan input serial numbers
    • Applying a calendar
    • Plan Reservations
    • Independent schedules
    • Drive demand from kits
    • Drive demand below buy parts configuration
    • Group plan items with the same date
    • Manualy Changing Autoplan Status
  • API
    • How to create an App with ION
    • Access Tokens
    • About GraphQL
    • Interactive API explorer
    • API Keys
    • Examples
      • Notifications
      • Runs
      • Automatically updating fields in runs
      • Parts and Part Revisioning
      • mBOMs
      • Part Inventory and Kitting
      • aBOM (As-built Bill of Materials)
      • Edit time-tracking session data
    • Changelog
    • Webhooks
    • Pagination
  • Automations
    • Auto-checkout of Run Steps
    • Auto-Consumption of Lineside Inventory
    • Automatically Send Purchases to Suppliers
    • Set Close by Run Step on Issue Creation
    • Intent Management / Grade / Tier / Pedigree
      • Data Imprinting
      • ION Actions for Intent
    • Auto-Update mBOM Revision on Part Revision Update
    • Auto-approve part-procedure relationships
    • Purchase Order PDF and Versions
    • Auto Populate PO Line Attributes
    • Imprint Attributes from One Object to Another on a Desired Event
  • Integrations
    • Deploying Integrations and Automations
    • Arena
    • Cofactr
    • Datum
    • Duro
    • NetSuite
      • Purchasing in NetSuite, Receiving in ION
      • Work Order/Assembly Builds
    • Procurable
    • PDF Generator
    • Quickbooks
    • Ramp
    • Silkline Integration
    • Slack
    • Smartsheet
    • SOLIDWORKS
    • Teamcenter
  • Training
    • Standard Operating Procedures
      • Cycle Counting
      • Tool Utilization
    • Guided Flows
    • ION Sandbox
    • Chat Support for ION
  • Troubleshooting
    • Resetting your password
    • Resetting your Multi-Factor Authentication
    • You have no roles... error
  • Changelog
  • Adminstration
    • Security
      • Backups and Security FAQ
      • Single Sign-On (SSO)
        • Okta SAML connection setup
      • Export Control
      • Report Generator Disclaimer
    • Browser and Device Compatibility
    • Authentication
      • My company is new to ION, logging in for the first time.
      • I'm told I'm not authorized to access the application
      • My account has been deactivated
    • Login Page
  • Tickets Portal
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On this page
  • Key Features
  • ION Analytics Tool Set
  • Quick Start Guide - In App Analytics
  • Standard Dashboards
  • Build and Share Custom Dashboards
  • Manage permissions within ION
  • Explore and Export data
  • Scheduled Exports/Notifications

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Analytics

Allowing you to easily visualize and share data within your organization

PreviousION ACTIONS examples for Supply ChainNextInventory valuation

Last updated 3 months ago

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Please contact your First Resonance Customer Success partner or email for details on activating ION Analytics.

If your team already has Analytics enabled, but you see a blank white screen, you are missing the GenerateReadAnalyticsCredential permission. First Resonance is not able to update this on our end. Ask your team to enable it for you!

In order to create new analytics dashboards or modify existing dashboards, you will also need the GenerateWriteAnalytics Credential permission. First Resonance is not able to update this on our end. Ask your team to enable it for you!

ION Analytics provides users access to their data, custom reporting, and out-of-the-box dashboards from directly within ION, no set-up needed!

Key Features

ION Analytics Tool Set

Data Connector

In App Analytics

Quick Start Guide - In App Analytics

  1. Navigate to ION Analytics via the "Analytics" side-bar item

  2. Once within Analytics you'll be able to use the folder icon in the bottom left of the screen to navigate to other dashboards

  3. Explore any of the existing dashboards to better understand what's going on in your factory.

    • Utilize filters to get down to the data relevant to you

    • Export data (CSV, Excel, PNG, etc.)

    • Export entire dashboard as PDF

    • Customize a dashboard to meet your needs

      • Select the "Save As" button in the bottom right corner

      • Now select "Edit" in the bottom right corner and select the element you want to edit

Standard Dashboards

With ION Analytics you will have access to a set of dashboards already built and ready for use within your organization! Over time these will continue to grow with input and feedback from our users.

All standard dashboards are available within the ION Analytics workspace.

Below are the current standard dashboard offerings within the platform:

  • Production Reports - Overview of run, procedure, and team performance to better understand your production floor

  • Run Field Data - Explore data inputs from your execution of procedures across runs, analyze, and understand outliers and trends.

  • Issues Overview - Understand a holistic view of your issue landscape. Identify problem parts/processes to help burn-down issues and improve quality and output of your production.

  • Part Details - See everything that you care about for a part or specific part inventory to understand current state of that it along with cost data.

    • Inventory Level Tracking - Manage and monitor inventory levels to better understand when to reorder

  • Supplier Dashboard - Check your supplier health and their performance against open orders.

  • Costed mBOM - Input a parent assembly to get multi-level mBOM with material cost for the assembly

  • Costed aBOM - Input a parent Part, Rev and SN to get a full multi-level aBOM including Material and Hours worked to give a holistic view of ACTUAL assembly cost

Build and Share Custom Dashboards

In addition to the standard dashboards provided, ION Analytics provides a platform to modify existing dashboards to your unique needs as well as build completely new dashboards to help drive your organization forward.

  • Customize and build on top of a standard dashboard - if there is a dashboard that you want to customize for your needs you can simply make a copy an edit using the following steps:

    1. Select the "Save As" button in the bottom right corner

    2. Name the new copy, choose a destination folder and click "Save"

    3. Now select "Edit" in the bottom right corner and select the element you want to edit

    4. Once you are done editing select "Publish" to share

  • Build a new dashboard from "scratch" - to do this you will actually just follow the above steps but copy from the "Blank Template" within the "ION Analytics" folder

Manage permissions within ION

User permissions to ION Analytics can be managed like any other permission within ION.

  • GenerateReadEmbeddedAnalytics - ability to view existing dashboards and interact with filters, exports, etc.

  • GenerateWriteEmbeddedAnalytics - ability to to edit and create new dashboards/visualizations in addition to the read access above

Explore and Export data

Data exploration and exports are built in and can be done from any element within a dashboard or for an entire dashboard.

Data/Element Exports

Export of entire Dashboard to PDF

Maximize element to see in more detail

Scheduled Exports/Notifications

Users can set up scheduled exports to be emailed to themselves and/or other members of their organization by following the steps below:

  1. Select "Schedule Export" from the folder menu on the bottom left

  2. Select "Add Schedule"

  3. Fill out the Schedule details

  4. Add Attachments: Exports can include attachments in the different formats and you can have multiple attachments per export.

  5. Determine Schedule

  6. Set Controls (optional): filters on the data to be sent in this export

  7. Add Send Condition (optional):

    • Always - Send at the scheduled time.

    • If there is no data - Send IF a selected element has NO data.

    • If there is data - Send IF a selected element HAS data.

    • If a condition is met - Send IF a specific column in a selected element meets a specific condition.

  8. Click "Create Schedule" to save

For deep insights and ultimate flexibility, First Resonance offers a that can be integrated with any analytics tool of your choice. This unlocks the ability to write custom SQL, combine ION data with external datasets, and conduct advanced analyses with support from your business analysts, software, or manufacturing teams. With direct access to a replica of your data, you can drive the insights needed to accelerate your manufacturing operations.

ION Analytics within the app provides access to customer data but comes with some limitations. It’s designed for simple dashboards with limited joins and does not support custom SQL queries. As such, it's best suited for answering straightforward questions and consuming curated from First Resonance. These products offer aggregated, persona-based datasets tailored to common use cases. Keep these intended use cases in mind when working within the in-app analytics platform.

ION Analytics - where all are accessed

First Resonance - workspace w/ your organization name. This is where you will be able to within your organization

There are a couple different ways to customize and build within ION Analytics. Please reference on how to build out dashboards and visualizations.

Here is an excellent quick start guide for how to work within the ION Analytics environment provided by our embedded partner.

Data Connector
data products
this documentation
https://quickstarts.sigmacomputing.com/?cat=fundamentals
Access pre-built Standard Dashboards
Build and share Custom Dashboards within your organization
Manage read/write permissions to Analytics from within ION
Drill-down to underlying data and Export any element
Scheduled Exports/Notifications
Standard Dashboards
build and share dashboards
support@firstresonance.io
ION Analytics Overview Video
Issues Overview
Invenotry Level Tracking
Costed mBOM
Filters options are dynamic based on other filter choices
Click the "..." in the top right of the element
Click the down arrow to the right of the name of the tab
Name the new copy, choose a destination folder and click "Save"
Once you are done editing select "Publish" to share
Use the folder icon in the bottom left of the screen to navigate to other dashboards
"My Documents" folder won't be viewable to other users. but you can move to another folder once ready
The panel on the left can be used to make changes/updates to the element
Navigate to: Settings -> Members -> Roles
Select the "..." in the top right of any element
Select the format of the data you are wanting to export from the "Download" menu
Select the arrow next to the tab that you want to export then choose the orientation
Click "Maximize" in the top right of the element
Select "Scheduled Export" from the folder menu
Select "Add Schedule" or Edit an Existing Schedule
Destination: Email is the only option currently available
Select the frequency and timing of your schedule