Figure: Launching the Report Manager View
To access to and manage reports, use the Report Manager View in the Business Control Center perspective. It can be accessed from the All Management Views launch panel by clicking the Report Management tree entry in the Reports folder.
Figure: Launching the Report Manager View
A tree view opens with folders containing report definitions and report instances that were stored based on the storage location specified when saved. For details on how and in which locations reports and report instances are stored, please refer to chapter Storing Report Definitions.
Figure: Report Manager View
You can define and run reports in the Business Process Reporting perspective. For details please refer to chapter Defining and Running Reports.
The Report Management tree provides the following entries, containing saved reports and report instances and allowing to upload report templates or existing report designs:
The reports can be viewed and executed in the Report Viewer. Click a report or report instance to open it in the Report Viewer accordingly. Refer to chapter Viewing Reports in the Report Viewer for details on this viewer.
In the Report Definitions tree you find all report definitions. The tree is divided in private, public and role/organization specific reports.
Report definitions that were stored as Personal Report Templates are available in the Private Report Definitions folder.
Figure: Private Report Definitions
The Public Report Definitions folder contains report definitions that were stored as Global Report Templates in the Business Process Reporting perspective.
Figure: Public Report Definitions
In case the administrator was selected in the Report Definition for Role/Organization storage, report definitions are available in the Administrator Report Definitions folder.
Figure: Administrator Report Definitions
Report definitions that were stored as Report Definition for Role/Organization, are available in specific folders which are named after the model name and role or organization name, e.g. {Model1} Salesperson Report Definitions.
Figure: Role specific Report Definitions
The Saved Reports folder contains sub-folders for each access-level. Each access-level folder in turn contains a separate folder containing report instances that were saved for the individual Report Definitions.
Reports are stored in a folder <report_name> and have a name in the format <report_name_YYMMdd-HHmmss.bpmrpt>. All report instances for a given report definition are grouped in folders.
In the following example, folder Reports/Saved Reports/Public Reports/Process Duration Report contains all saved instances of the "Process Duration Report" report definition.
Figure: Saved Reports example folder
Each Saved Reports folder contains an Ad Hoc Reports folder that stores instances of saved Ad Hoc reports. The tree is divided in private, public and role/organization specific reports.
Report instances that were stored as Personal Report are available in the Private Reports folder.
Figure: Private Reports
The Public Reports folder contains report instances that were stored as Globally Available in the Business Process Reporting perspective.
Figure: Public Reports
In case the administrator was selected in the Report for Role/Organization storage, report instances are available in the Administrator Saved Reports folder.
Figure: Administrator Saved Reports
Report instances that were stored as Report for Role/Organization, are available in specific folders which are named after the model name and role or organization name, e.g. {Model1} Salesperson Saved Reports.
Figure: Role specific Saved Reports
A context menu is provided for report definitions, saved reports and folders. with the following options accordingly:
To create a subfolder to a report folder, right-click the folder and select Create Subfolder.
To change the name of a report or report definition right-click its entry in the tree and select Rename.
Versioning reports provides you with the ability to keep track of incrementally different versions of existing reports. A new report version is created, when:
Refer to section Versioning Documents of the chapter Document Operations for a detailed information on operations for versioning documents in general.
To download a report, right-click the according entry in the tree and select Download. In the dialog click the Download button to start th download.
The download URL is provided directly for the report name. According to the browser you are using, a download dialog opens to ask where to open the report. For example you can open it in the browser or in an appropriate editor.
Figure: Report Download Dialog
You can also upload existing reports to these folders. The available reports are loaded only once and updated only after upload and deletion done by the logged-in user. To upload a report definition, right-click the parent folder and choose Upload File.
Figure: Upload Report
Now the File Upload dialog opens, where you can browse to an existing report to choose for uploading.
Figure: Upload Report Dialog
The uploaded report definitions are displayed in the according report definition tree. To edit the report, click its entry in the tree to open the Report Viewer. Refer to chapter Viewing Reports in the Report Viewer for details on this viewer.
To upload a new version of a report or report instance, select Upload New Version in its context menu.
Figure: Uploading a new Version
The File Upload dialog opens, where you can browse to an existing report to choose for uploading as new version.
To delete a report definition, right-click it in the report definition tree and select Delete.
Figure: Deleting a report definition
The following dialog opens to confirm the deletion:
Figure: Delete Report Definition confirmation dialog
To set permission for controlling access to a report or report folder by specific participants, select the Security Settings option.
Figure: Security Option
The Access Control Editor dialog opens, providing options to enter specific permissions. Please refer to the chapter Controlling User Access for detailed information on this dialog. Note that this option requires specific security settings in your RAD environment, which are described in section Enabling Security in RAD of the mentioned chapter.