Live Processes support exporting process data directly form the Work Portal. This feature is intended to query the data from the cases of a given process where the case creation date is between a defined range of dates. Users with access to 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 will take into account the latest published version of the process for the report's structure. Nonetheless, for transparency and completeness purposes, data from cases created in older versions of a process will still 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 do so. When granted, their Work Portal will display the Live Processes Menu with the option Reports.
Generating a report
In the Work Portal go to the Live Processes menu and select Reports.
Alternatively and in case the user has permission to Manage Live Processes, a Reports icon will be available on his Dashboard. This button has the same effect as accessing the reports from the Live Processes Menu.
When a user clicks the option to access Reports, a pop-up window will appear.
Reports are generated individually per process. First, chose the process to get the report form.
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 on the drop-down icon.
Finally, obtain the report by clicking the Generate Report button located on the lower right corner.
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 will also serve as links to the case and the current task respectively.
The rest of the columns on the right are all the supported controls created in the chosen Live Process.
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 will be shown if a display attribute is defined.
Attachments, like files or images, and collections are not supported.
Reports will display the data that has been included in finished tasks. That is, data in ongoing activities is not included.
Users accessing Reports who don't have permission to manage Live Processes, will be redirected to a blank Dashboard, as the Reports window is closed.
Reports can be exported to Excel by clicking the Export to Excel button on the lower right corner of the window. This button will be visible once the results are shown. The exported values will be formatted and displayed as shown below: