icon in the
My Reports toolbar.The Business Process Reporting perspective provides a launch panel as well as toolbar options for managing report definitions. Tabs can be selected for specific tasks.
To add a report definition, click the Add ad hoc Report
icon in the
My Reports toolbar.
Figure: Add ad hoc Report
Once a new report definition is created, the Report Definition View opens.
Figure: Report Definition View
Hereby, the Report Definition will be given a default name (e.g. Report Definition 1) until it is discarded or stored as a Template.
You can look at the tabs being displayed as a wizard you can step through to
However, you can step back and forth between all tabs at your convenience.
New Report Definitions are added to the tree after they are saved.
Clicking a Report Definition opens it in the Report Definition view where it can be modified and saved by clicking the Save icon in the view toolbar.
After defining a report and saving this Report Definition for repetitive use, you may invoke reports based on that Report Definition via a URI interface, to embed the report with your web pages.
http://host:port/contextRoot/plugins/bpm-reporting/views/reportPanel.html?path=reportPath¶meter_parameterId1=parameterValue1¶meter_parameterId2=parameterValue2 ...
Hereby
For examples, the following URI
http://localhost:9090/server/plugins/bpm-reporting/views/reportPanel.html?path=/reports/Process%20Instances%20over%20Time.bpmrpt
executes and retrieves the public Report Definition Process Instances over Time.
You can rename a report definition by right-clicking it in the tree and selecting Rename.
Figure: Renaming a Report Definition
To delete a report definition, right-click and select Delete.
Figure: Deleting a Report Definition
Figure: Downloading a Report Definition
Figure: Downloading Report Dialog
You can copy a report definition by right-clicking it and selecting the Clone option.
Figure: Cloning a Report Definition
A report definition with the same settings opens. Now you can edit and modify report definition and change the name. The default proposed name for a cloned report definition is Copy <Report Definition Name>.
Mouse over of the Report Definition entry in the tree to view the description of the Report Definition (if present) as tooltip. This displays the description which was added to a report in the Storage tab.
Figure: Report Definition tooltip
In case your report instance is already saved, you can add the currently open report to your Favorite Reports selection. Click the Add to Favorite Reports icon in the toolbar on the upper right side of the Report Definition view.
Figure: Adding the report to your Favorite Reports
To remove the currently open report from your Favorite Reports, click the Remove from Favorite Reports icon in the toolbar on the upper right side of the Report Definition view.
Figure: Removing the report from your Favorite Reports
To save report instance, click the Save Report Instance icon in the toolbar on the upper right side of the Report Definition view.
Figure: Click button to save the report instance
A dialog opens to specify the name and the storage location for the report instance. This dialog does not open for already saved report definitions as specifying a new storage location is not supported.
Figure: Saving a Report Instance
The storage location provides the following options:
The runtime timestamp will be appended to the file name to insure unique file names. The report is added to the Ad Hoc Reports folder in the location specified. Note that saving report instances does not affect the Report Definition!
To save the currently open report, click the Save icon in the toolbar on the upper right side of the Report Definition view.
Figure: Click button to save the report
If an already existing report is saved with modifications, a new version of the report is created and it is saved to the original location.
The Report Definition is saved to a specific folder in the document repository. By default, Report Definitions are stored globally. You can change how your report definition is stored in the Storage tab view. Refer to chapter Storing Report Definitions for details.
Note
Report Definitions that are not explicitly saved are considered as "ad hoc"
reports and will be discarded at the end of the browser session.