Defining reports in Process Designer (deprecated)

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Reports enable you to analyze business data that is specific to your processes. You can specify the variables to track and define the report to query your tracked data. Users can view the resulting report scoreboards in Process Portal. Instead of using the deprecated reporting capabilities, consider using dashboards that you design in coaches.

Before you begin

Attention: Process Portal now supports displaying reports. The following information applies to both Heritage Process Portal (deprecated) and Process Portal.

The reporting functionality was deprecated in Business Automation Workflow V8; by default it is not enabled. To enable reporting, in Process Designer go to File > Preferences > IBM BPM > Capabilities, and enable the Backward Compatibility capabilities.

To perform this task, you must be in the IBM® Process Designer desktop editor, which is deprecated.

Ensure that autotracking is enabled for the business process definition (BPD).

Ensure that the tracked data is current by selecting File > Update tracking definitions.

Procedure

  1. Open the desktop Process Designer (deprecated).
  2. Open the process application.
  3. Click File > Ad Hoc Report Analysis.
  4. Define the content of the report.
    Select the variables for the X and Y axes from the corresponding bindings lists. You can also specify a time period filter and a business data filter.
  5. Click the Refresh icon to preview the chart.
  6. When you are satisfied with the appearance of the chart and the data, click the Create Report from Chart button.
  7. In the Create Report window, give the report a name, and click Finish.
  8. Create the scoreboard to display the report.
    1. In the library for the BPD, expand Performance, and select ScoreBoard from the list of components.
    2. In the New Scoreboard window, give the dashboard a name, select a layout, and click Finish.
  9. Assign the report to the dashboard.
    1. In the Scoreboard window in the Reports section, click Add, and then the report.
    2. In the Layout section, select the Enabled check box, and type a title in the ScoreBoard title field.
      This title is what Process Portal users see in the list of dashboards.
    3. In the Exposing section, click Select next to the Exposed to field, and select the team whose members can view this dashboard in Process Portal.

Results

When you log in to Process Portal as a member of a team to whom the dashboard is exposed, you can see the new dashboard in the list of dashboards. Click the dashboard to display the report.

What to do next

After installing a process application snapshot that includes the dashboard, you can adjust the members of the team to whom the dashboard is exposed.