Creating custom reports

User Experience Workflow Portal
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Advanced View

Search results can be displayed in Advanced View mode. This mode lets you access extended features that provide a high level of report customization. All of the records found are retrieved from the server to provide fast data manipulation.

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Grid features list:

  • Sort
  • Filtering
  • Group by
  • Hide a column
  • Pin a column
  • Adjust column position (drag-and-drop)
  • Footer (Sum, Avg, Count, etc.)
  • Custom column (JavaScript functions to compute and display values)
  • Export (Excel, CSV, HTML, etc.)
  • Save as view
  • In the Portal “Views” screen:
  • Link (URL, Embed)

Custom columns

Advanced View lets you write your own formulas or JavaScript functions to calculate values for your custom columns.

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For instructions on creating custom columns, see the Advanced View custom columns topic.

Custom charts

The Custom Charts feature lets you create customized charts with your data grid using JavaScript. You can create a chart with any chart library.

Timetable chart example

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Gauge example

For instructions on creating custom charts, see the Advanced View custom charts topic.

Dashboard

The Dashboard feature lets users display views as floating panels on the home page. The home page can be saved as a view.

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For instructions on how to use the Dashboard, see the How to use the Dashboard topic.

Reporting via SQL views

The reporting module aims to provide efficient SQL views allowing you to perform advanced reports based on external reporting tools (e.g. Business Objects).

Available views:

  • DATA: These views contain information about the relevant data of the tested and real requests.

  • ACTION: The information about the different actions which compose each request, are stored in these views which allow you to follow the flow of the actions

  • DIR: You can retrieve in these views the information concerning WorkflowGen users, groups, and directories, as well as their relationships.

You can set up a dedicated reporting database which will provide specific tables containing the data retrieved from the views. These tables allow a better performance level and have no impact on the production database.

Creating custom reports with the WorkflowGen Reporting Module

The reporting module provides efficient SQL views that allow you to create advanced reports based on reporting tools (Crystal reports, Business Object, Cognos, etc.).

Available views:

  • DATA: These views contain information on the relevant data of the tested and real requests.

  • ACTION: The information about the different actions that make up each request, are stored in these views which allow you to follow the flow of the actions

  • DIR: These views retrieve information on the WorkflowGen users, groups, and directories, as well as their relationships.

You can set up a reporting dedicated database to provide specific tables containing the data retrieved from the views. These tables allow a better performance level and have no impact on the production database.

See the Reporting Module topic to download Reporting Module installation packs and documentation (for WorkflowGen 5.4 and later only).

See the WorkflowGen Technical Reference Guide for information on the installation and configuration procedures and the directories and files installed.

5

When I share a view with other participants they don’t see the full result set, but only the request created by them self. How can I assure they see the full result set?

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Hi,

In views, users can only see the requests that they have access to. For users to see what the view creator sees in the search result report, they must have access permissions for the request/action. If you add them to a process supervisor participant, they’ll be able to see other requesters’ requests.

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Hi, Thank you for your prompt response.

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Hi, are these articles stil valid for version 7.13-7.15? I am trying to replicate the view and display some of the process data into columns but I cannot find how to do it. Custom columns only show access to request number and created datetime.

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Hi @rvencu,

In order to display a data into the columns, you need to:
1- Go to the process page
2- Click on the Data tab
3- For each data that you would like to display, select the “display in column in the lists”.

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Also, make sure to select a specific process to see its data when you do a search.

Hope this helps!
Eddy.

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Yes Eddy, that is right, it works. Thanks

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