Creating a Simple Report Definition

In this tutorial we create a simple report definition which provides an overview on the number of product items that have been sold in a process. Hereby we distinguish between active processes and already completed processes.

Preparing a Workflow and Data

Create a model containing an enumeration data with values for product names that can be sold.

You can also import the completed example model provided by Infinity Process Platform. Therefore download the following ZIP file containing the model ProductSaleModel prepared for this example

all-tutorials.zip

You find this model in folder reports. This folder also contains the completed example report, which you can import as well.

Enumeration Type
Figure: Enumeration for Product Items

Create a process, e.g. called Sales Process, which reads the product name in the enumeration data. This data will be made accessible as descriptor, e.g. Product.

Product Descriptor
Figure: Product Descriptor

Now deploy your model and start instances of this process. Select different product items and complete or suspend the process instances.

Run Process
Figure: Selecting different product item values

Creating the Report Definition

Switch to the Reporting perspective. Click the Create Ad hoc Report button to create the report definition.

Creating a new Report
Figure: Creating a new Report

In the Data Source tab keep the default selection to retrieve data about process instances in the Retrieve Data about drop-down list.

Data Source
Figure: Retrieve data about process instances

Defining the Data Set

Switch to the Data Set tab and keep the default fact Count selected in the Fact selection list. In the Dimension drop-down list select Product, which you find in the Descriptors section.

Select Fact and Dimension
Figure: Select Fact and Dimension

In the Filtering section we create a filter to filter for completed and active processes:

  1. Click the Add icon

    Add Filter

  2. Select a filter for Process State

    Select Filter

  3. On the right side of the filter, all available process states are listed now. Select Active and Completed to filter for.

    Select Process State

Additionally we will group the data for process states. In the Grouping section Group by drop-down list select Process State.

Select Grouping
Figure: Select Grouping

Our Data Set should now look like in the image below:

Report Data Set Settings
Figure: Report Data Set Settings

Defining the Report Layout

Switch to the Layout tab to define how our report should be presented.

  1. Enter a Report Title
  2. Select Layout Type Chart and Bar Chart.

    Select Layout Type

  3. Adjust the settings for X-Axis and Y-Axis to your favorite design.

Now the settings for the report layout look similar as shown below:

Layout Settings
Figure: Layout Settings

Previewing the Report

Switch to the Preview tab to view a presentation of our report data.

Report Preview with Bar Chart Layout
Figure: Report Preview with Bar Chart Layout

Storing the Report Definition

Now we like to store our report definition for the role who is assigned to the process mentioned above, e.g. Salesperson.

  1. In the Save this report definition with name entry field enter a name for the report definition.
  2. Optionally enter a description
  3. Enable the option for Report Definition for Role/Organization
  4. Select Salesperson in the drop-down list

    Select Filter

Now click the Save icon Save in the upper right corner of the view to store the report definition.

Storage Settings
Figure: Storage Settings

The stored report definition now is saved in a folder Salesperson Report Definitions.

Stored Report Definition Location
Figure: Stored Report Definition Location