Plex ERP reporting · Ohio manufacturing

Stop rebuilding the same Plex report every week.

DeLong Analytics turns Plex data and recurring exports into custom production, scheduling, order, and KPI dashboards built around the decisions your plant actually makes.

Scoped, built, and supported by one person, Cullen DeLong, in Lexington, Ohio. Plant visits available. Sample interfaces use fictional data.

Plex production view · Week 36Refresh complete
Jobs open12817 due this week
On-time work94.6%↑ 2.1 pts
Blocked jobs73 need action
Scheduled load92%486 hours
Work orderPart / operationDueStatus
10482AX-440 · FormingSep 3Material hold
10491QZ-120 · CutoffSep 3Running
10504BD-870 · PackSep 4At risk
10512LM-231 · ShipSep 5Ready

Typical reporting problems

Plex is the system of record. The report is still manual.

Custom Plex reporting adds a practical decision layer without claiming the ERP needs to be replaced.

01

Exports are combined before every meeting

The same Plex screens, CSV files, and formulas are assembled repeatedly to recreate a view the team already knows it needs.

02

Production risk is spread across reports

Due dates, material availability, current operation, quality status, and work-center load do not appear together when a scheduler needs them.

03

Static reports do not show the action

A late-job list is only the beginning. The useful view includes severity, cause, ownership, next action, and enough detail to resolve it.

04

Definitions drift between departments

Production, sales, and leadership may calculate similar KPIs differently, which turns review meetings into debates about the number.

Custom Plex dashboards

Show the work, the risk, and the owner.

A Plex manufacturing dashboard should demonstrate what can be done with the data, not simply restate that reporting exists.

Plex production reporting concept

Production status and schedule risk

Bring work orders, current operation, due dates, material state, and schedule load into a single queue that can be sorted around risk.

OrderCurrent statePromiseAction
WO-10482Material not stagedTomorrowExpedite
WO-10491Operation 30 runningTomorrowOn plan
WO-10504Capacity conflictThursdayReschedule
WO-10512Complete · awaiting shipFridayReady
WO-10518Quality review openFridayReview
Line 1
78%
Line 3
94%
Line 4
107%
Line 5
69%

Scheduling visibility

Find tomorrow's conflict today.

Compare due work, run hours, changeovers, and available capacity by line or work center.

Line 4 · 107% loaded3.2 hours over available capacity
Two jobs lack staged materialBoth due within 48 hours
Changeover sequence opportunityMove WO-10522 before WO-10524

Sales and order visibility

Connect customer promises to plant status.

See open value, required ship date, production state, and the reason an order is at risk without reconciling separate lists.

Open value$1.84M
Due 7 days$426K
At risk$68K
Unassigned3

Manufacturing KPI views

Metrics that lead back to the work.

Leadership can see the headline and still reach the orders, operations, lots, or owners behind a change.

  • On-time delivery
  • Schedule attainment
  • Throughput
  • Backlog
  • Open order value
  • Capacity utilization
  • Inventory availability
  • Material holds
  • Quality exceptions
  • Scrap
  • Downtime
  • Late operations
  • Customer promise risk
  • Margin visibility

Data integration approach

Start with the access that is practical.

Plex environments and permissions vary. A project can begin with repeatable exports and progress toward a more automated connection where the available access and business case support it.

Plex and related sourcesReports, exports, approved data access, spreadsheets, and relevant operational files
Defined reporting layerConsistent fields, calculations, business rules, refresh steps, and validation
Custom Plex viewsProduction, scheduling, orders, KPI reporting, and role-specific detail

Customization

The dashboard follows your plant, not a generic KPI pack.

Part structures, work centers, planning rules, ownership, and the meaning of an exception vary. Those differences are the design inputs.

01

Role-specific hierarchy

Schedulers can work from queues and constraints while leadership sees stable headline definitions and focused drilldowns.

02

Your business rules

At-risk logic, due-date windows, available capacity, and exception severity are defined with the people who use them.

03

Practical refresh behavior

The update path is designed around how current the information needs to be and what the available source access can reliably support.

04

Room to refine

The first useful view becomes the base for improvements after users see it against real operating conditions.

A focused build path

Start with the report that costs the most time.

A Plex reporting engagement can begin with one recurring decision and expand only when the first view proves useful.

01

Review

Walk through the existing report, export chain, Plex screens, definitions, and current manual work.

02

Design

Define the question, hierarchy, filters, exceptions, and detail needed by the actual users.

03

Build

Create the reporting model and dashboard, then validate output against known Plex records.

04

Refine

Test it in the real review or scheduling workflow, adjust it, and document the finished view.

See the complete project process

Plex reporting answers

Common questions before the first conversation.

The answer depends on the exact Plex environment, available permissions, data quality, and reporting need. The first review makes those constraints visible.

Can you build a dashboard from Plex ERP data?

Yes. DeLong Analytics builds custom Plex reporting and dashboard views. The specific connection or export method depends on the access available in your Plex environment and the requirements of the project.

Does this replace Plex?

No. Plex remains the system of record. The dashboard adds a focused reporting and decision layer around the data and workflow your team already uses.

Can it automate a weekly Plex report?

Often, yes. The recurring steps first need to be mapped: source reports, filters, calculations, manual adjustments, and delivery. Then the dependable parts can be consolidated or automated where practical.

What can a Plex production dashboard show?

Examples include work orders, current operation, due dates, material readiness, work-center load, late jobs, quality status, order risk, owners, and manufacturing KPIs.

Do you only work with Ohio manufacturers?

DeLong Analytics is based in Lexington, Ohio and offers plant visits in the region. Remote projects can also be discussed when the data access and workflow make that practical.

Start with the real report

Which Plex report gets rebuilt every week?

Send the rough version or describe the export chain. If there is a practical fit, we will scope one useful view.

Discuss Plex reporting