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K2 Workspace
Reporting
K2 BLACKPEARL 101: MODULE 9
K2 BLACKPEARL 101: MODULE 9
K2 WORKSPACE REPORTING
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CONTENTS
K2 WORKSPACE REPORTS ....................................................................................................................................3
K2 View Flow .......................................................................................................................................................3
Custom Reports ...................................................................................................................................................6
WHAT IS THE REPORT DESIGNER? .......................................................................................................................7
How to Create a Report .......................................................................................................................................8
Data Source .........................................................................................................................................................9
Data Layout ....................................................................................................................................................... 10
Summarize the Data ......................................................................................................................................... 11
Report Filters ..................................................................................................................................................... 12
Report Parameters ............................................................................................................................................ 13
Report Style ...................................................................................................................................................... 14
Finishing the Report .......................................................................................................................................... 15
SQL REPORTING SERVICES INTEGRATION ...................................................................................................... 16
Preconfigured Reports ...................................................................................................................................... 16
Exporting Reports ............................................................................................................................................. 16
Importing Reports .............................................................................................................................................. 18
LAB – K2 WORKSPACE REPORTING ................................................................................................................... 19
Overview ........................................................................................................................................................... 19
Solution Context ................................................................................................................................................ 19
Lab Goals .......................................................................................................................................................... 19
Setup Instructions – Prepare Lab Environment ................................................................................................ 19
Exercise 1 – Built in Reports and View Flow .................................................................................................... 20
Exercise 2 – Creating a Report ......................................................................................................................... 21
Exercise 3 – Editing a Report and adding filtering ............................................................................................ 24
Exercise 4 – Import a Report from SQL Reporting Services and run it ............................................................ 27
K2 BLACKPEARL 101: MODULE 9
K2 WORKSPACE REPORTING
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K2 WORKSPACE REPORTS
There are several reports that are installed with K2 blackpearl out of the box. These are as follows:
Activity Statistics – Displays the statistics on the activities of a process. This includes the average duration
for the activity across all instances, as well as the number of instances of the activities.
Process Information – Provides a filter for the process' information displayed in the report. The Process
Information Report displays the average duration of the selected processes as well as the number of
instances of the process.
Process Overview – Displays all deployed processes. Each displayed report has drill down functionality to
view the next layer of data and can be accessed by clicking on the provided link.
Process Statistics – Displays the statistics of a process. This includes the average duration that a process
has taken to be performed as well as the number of instances of the process.
User Performance – Displays the statistics on the user performance in the process. This includes the
average duration that a user has taken to perform a task as well as the number of instances the user is
involved with.
These reports are accessible from the home page of the K2 Workspace:
[FIGURE 1: THE K2 WORKSPACE HOME PAGE, WITH BUILT IN REPORTS ON THE LEFT MENU]
K2 VIEW FLOW
To view the View Flow of the process select View Flow from the Actions menu in the Worklist. The View Flow
provides a detailed view of the actions taken during the process. Reports can also be accessed about a specific
activity by clicking on the activity in the K2 View Flow window.
K2 BLACKPEARL 101: MODULE 9
K2 WORKSPACE REPORTING
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[FIGURE 2: THE VIEW FLOW OPTION FROM THE WORKLIST ACTION MENU]
This will open the View Flow report for the selected process instance. There are several options when viewing a
View Flow report:
Real time monitoring – Check this check box to monitor the process on the K2 View Flow at real time
Refresh – Refreshes the K2 View Flow
Process Properties – Displays the properties of the process
Close – Closes the K2 View Flow screen
K2 BLACKPEARL 101: MODULE 9
K2 WORKSPACE REPORTING
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[FIGURE 3: EXAMPLE VIEW FLOW REPORT FOR AN IN PROGRESS PROCESS INSTANCE]
The View Flow report displays the process definition and uses the following color coding:
Line Rules that evaluated true are green. This is the path the process followed.
Line Rules that evaluated false are red. This is the path the process did not follow.
Lines and Activities that have not been reached are clear. The process has not yet made it to these steps.
The current Activity is blue. This is the current status of the process.
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