Example Use Cases

The following demonstrates a use case example for an ad hoc report with a few combinations of filtering.

For detailed reporting tutorials guiding you through the process of creating report definitions using different layouts, computed columns and scheduling functionality, please refer to section Defining and Running Reports in the Tutorial Guide, Defining and Running Reports in the Tutorial Guide.

Listing all Process Instances started

Create a report which lists all process instances that were started in all process definitions since the beginning of time and provides all basic attributes and information about each of them.

  1. Select to retrieve data about process instances in the Data Source tab

  2. In the Data Set tab select Record Set and choose attributes and details you like to have listed in the report.

  3. Select the Table layout in the Layout tab.

In the Preview tab you get a preview how your report looks like:


Figure: Resulting table layout in Preview tab

The generated report would look like as shown in the following screen:


Figure: Generated Report

The delivered HTML is self-contained. You can also export it in CSV or Excel format. Refer to the section Exporting as CSV or Excel of the chapter Specifying Simple Report Layouts.

Listing all Process Instances started within a specified Time Range

If you like to view all process instances created within a specified time range, add a start time filter to the report. Parameterize the start time filter to allow setting the time range at runtime.

Start Time Filter
Figure: Setting a start time filter

Listing all Process Instances started within a specified Time Range by Process

If you like to filter for a specific process, add a process name filter in the Filtering section. Only process instances started in this process are taken in account. If you like additionally to view these process instances started within a specific time range, add a start time filter. Parameterize the start time filter to allow setting the time range at runtime.

Setting a process name and start time filter
Figure: Setting a process name and start time filter

Listing all Process Instances completed

If you like to view all process instances completed in all process definitions since the beginning of time with all basic attributes and information about each of them, set a process state filter filtering for the state Completed.

Process State Filter
Figure: Setting a process state filter

Listing all Process Instances started within a specified Time Range that were completed

To view all process instances created within a specified time range that were completed, add a start time filter to specify a time range additional to the process state filter. Parameterize the start time filter to allow setting the time range at runtime.

Filtering for start time and state
Figure: Filtering for start time and process state

Listing all Process Instances started within a specified Time Range that were completed by Process

To filter for process instances that are completed and were started in a specific time range in a specific process, add a process name, a start time and a process state filter. Parameterize the start time filter to allow setting the time range at runtime.

Filtering for process name, start time and state
Figure: Filtering for process name, start time and state

Showing a Count of all active Instances over a Timeline

You can view a report showing the count of all active instances in a timeline. This option is available for activity instances as well as for process instances.

To display the count of all active activity instances, use dimension Active Instances Over Period.


Figure: Select Dimension Active Instances Over Period

In the following example, the report displays all active instances in an XY Plot layout:

Showing the Count of active Activity Instances
Figure: Showing the Count of active Activity Instances

Filtering the Count of all active Instances for a specific Time Range

To display the count of all active activity instances in a specific time range, use dimension Active Instances Over Period and specify the time range by adding filter Active Instances Over Period. Select a period (From / To) or Duration.

For example set a filter for the above report:

Filter
Figure: Set filter for time period

The report now displays all active instances in the specified period.

Showing the Count of active Activity Instances over a time range
Figure: Showing the Count of active Activity Instances over a Time Range

Filtering for Benchmark Category Statistics

You have the option to filter for Benchmark Category statistics for Process Instances and Activity Instances in the following cases: