In Process Portal, you
can create customized reports using business variable data from your
processes.
Before you begin
To create a report, you must be a member of one or more participant
groups to whom a BPD is exposed to start, and a member of one or more
participant groups to whom business data is exposed.
To view a
report, you must be a member of one or more participant groups to
whom business data is exposed.
In addition, autotracking, tracking
groups, or both must be enabled for the BPD.
About this task
Using ad hoc reporting, you can perform the following
tasks:
- Create ad hoc reports from Process Portal, without
having to first define a report in Process Designer.
- Generate dynamic reports in multiple display formats, for example,
pie charts or bar charts.
- Bind business variable data to chart elements to customize your
report displays.
- Export report data to a Microsoft Excel file.
Procedure
- On the Dashboards page, click the
down arrow, and select Ad Hoc Reports.
- On the Ad Hoc Reports page, click New
Ad Hoc Report.
- From the Business Process list,
select the name of the business process definition (BPD) that you
want to use for the report.
- Define the content of the report.
- Select the variables for the X and Y axes from the corresponding
bindings lists. When you select a binding type, a second
list appears that contains the variables that are associated with
the binding type that you selected. This list includes only those
variables for which tracking is enabled in the BPD. For example, if
you choose Auto-Tracked for the binding and
no variables are being tracked for the BPD, Process Portal displays No
tracked items in the list.
- Optional: Specify a sort order for the data
on the X-axis.
- Optional: Specify how data is displayed
on the Y-axis by selecting a function.
- Optional: Restrict the report to a specific
time period by selecting a value from the Time Range list.
If you select Custom Period, you can specify
start and end dates for the reporting period.
- Optional: Filter the data for the selected
variable by creating conditional statements in the Business Data Filter
section.
- Select a layout for the report from the Chart
Layout list.
- Click Refresh Chart to view the
data in the chart preview.
- Save the report by clicking Save as IBM BPM
Report or export the report to Microsoft Excel for further
analysis of the data.
Attention: You cannot
modify a report after you save it.