Live Processes Reports

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Live Processes Reports

Overview

Live Processes support exporting process data directly from the Work Portal. This queries the data from the cases of a given process where the case creation date is withing a defined range of dates. Users with access to the Manage Live Processes Dashboard can be given permission to generate these reports and export them to Excel.

 

This feature is only available for Published processes and takes into account the latest published version of the process for the report's structure. Nonetheless, for transparency and completeness, data from cases created in older versions of a process will be included on reports.

 

To generate Reports a user must be the owner of a Live Process, have the BA Administrator role or have been granted explicit permission to generate Reports. When permission is granted, their Work Portal displays the Live Processes menu with the option Reports.

For more information about Live Process permissions visit Granting access to Live Process.

For Reports permissions visit Authorizing Reports.

 

Generating a report

In the Work Portal click the Live Processes menu and select Reports.

 

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Alternatively, if the user has permission to Manage Live Processes, a Reports icon is available on their Dashboard. Clicking this button has the same effect as accessing the reports from the Live Processes Menu.

 

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When a user clicks the option to access Reports, a pop-up window appears.

Reports are generated individually per process. First, chose the process to get the report form.

 

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There is an optional filter available  to select a range of date for the creation of the cases. To filter by dates, select the range by clicking the drop-down icon.

 

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Finally, obtain the report by clicking the Generate Report button located in the lower right corner.

 

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The columns included by default in the report are: Case Number, Case Creator, Case creation date, Case due date, Activity and Current Assignee.

The values in Case Id and Activity columns serve as links to the case and the current task respectively.

 

The columns on the right are the supported controls created in the chosen Live Process.

 

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Supported controls for reports include: Number, Currency, String, Boolean, Date, Parametric Values, Predefined lists and System entities. The values related to parametric or system entities appear if a display attribute is defined.

Attachments, like files or images, and collections are not supported.

 

Reports display the data that has been included in finished tasks. Data in ongoing activities is not included.

 

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Users accessing Reports who don't have permission to manage Live Processes, are redirected to a blank Dashboard, with the Reports window closed.

 

To export reports to Excel, click the Export to Excel button on the lower right corner of the window. This button is visible once the results are shown. The exported values are formatted and displayed as shown below:

 

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