08-quality-reports

Updated on April 21, 2026

Quality Reports is the PhreeForm group for the quality metrics you review at monthly and quarterly quality reviews — NC trending, CAPA status, supplier quality, audit findings, training compliance. Everything exports to PDF, CSV, or Excel.

the Quality Reports list under the quality group.
the Quality Reports list under the quality group.

How to get there #

Menu: Quality → Reports
Direct URL pattern: https://yourdomain.com/?bizRt=phreeform/main/manager&gID=qlt

The reports that ship with Bizuno #

ReportWhat it showsWhen to run it
NC LogEvery non-conformance for a date range.Monthly review.
NC by ItemWhich SKUs generate the most defects.Quarterly; product review.
NC by VendorWhich vendors generate the most defects.Quarterly; supplier review.
NC by Defect CategoryMost common failure types.Quarterly; CAPA discovery.
CAPA StatusOpen CAPAs with age, owner, due date.Weekly.
CAPA EffectivenessClosed CAPAs, effective vs. not-effective rate.Quarterly.
Audit Schedule & FindingsScheduled, completed, findings count by severity.Monthly.
Supplier Scorecard SummaryAll vendors by current tier.Quarterly supplier review.
Training ComplianceMatrix of required vs. completed training by role.Monthly; HR review.
Document Review DueDocuments approaching their Next Review Date.Monthly.
Cost of QualityScrap, rework, returns, warranty cost roll-up.Quarterly; financial discussion.

Running a report #

  1. Click the report name.
  2. Enter filters (date range, severity, vendor, employee, etc.).
  3. Pick output: PDF / HTML preview / CSV / Excel.
  4. Click Generate.

The monthly Quality Review packet #

Five reports, printed or emailed to stakeholders before a 30-minute meeting:

  1. NC Log for the month.
  2. CAPA Status — open and aging.
  3. Audit Findings — any audits completed last month.
  4. Training Compliance — red/yellow cells to address.
  5. Cost of Quality — dollar cost of defects and rework for the month.

Cost of Quality #

The Cost of Quality report is a small shop’s hidden leader. It adds up:

  • Internal failure — scrapped inventory value, rework labor hours × rate.
  • External failure — warranty replacements, customer refunds for quality issues.
  • Appraisal — time spent on incoming inspection, PDI, audits.
  • Prevention — training cost, CAPA labor, document maintenance.

Even a rough monthly number gets attention. When Cost of Quality runs 3% of revenue, a CAPA that saves 1% is worth funding.Important: Cost of Quality is only as good as the tags. If scrapped inventory adjustments aren’t posted to a “Shrinkage” or “Scrap” account and warranty replacements aren’t flagged as such, the report understates the true cost. Back into the labeling before you back into the number.

Trends to watch #

  • NCs per 100 orders received — trending up on a specific vendor.
  • CAPA cycle time — days from open to closed-effective. Creeping up suggests overloaded owners.
  • CAPA effectiveness rate — % closed effective. Below 80% suggests shallow root causes.
  • Audit findings per audit — if trending up, processes are drifting from documentation.

Customizing a report #

Pencil icon opens any report in PhreeForm Designer. Copy first if you want to preserve the shipped version.

Tips for Ridgeline Cycles #

  • Run NC by Vendor the same day you run the Supplier Scorecard Summary. They tell different halves of the same story.
  • Schedule the monthly Quality Review on the calendar — 30 minutes, first Friday of the month, standing agenda.
  • Export Training Compliance to Excel, filter red cells, schedule the training. Close the loop in the same sitting.
  • Keep a Cost of Quality number on the wall. It makes invisible waste visible.

Where to go next #

  • Quality Dashboard — at-a-glance version of these reports.
  • Non-Conformance / Corrective Actions / Audits — the source records the reports roll up.
  • Financial Reports (Category 6) — Cost of Quality ties back to shrinkage and warranty expense accounts.
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