Storing Report Definitions

In the Storage Tab you can save the Report Definition for repetitive use.

Figure: Storage Tab

A name must be supplied when saving the Report Definition. Enter a report name in the Save this Report Definition with name entry field. Note that the / character is not supported for Report Definition names!

Optionally, a description may be supplied in the Description text area.

To save the report definition, click the Save icon in the toolbar.

How Report Definitions are stored

Once the Save button in the Report Definition view is clicked, the Report Definition is saved to a specific folder in the document repository.

By default, Report Definitions are made available globally. For example, everyone with access to the Business Process Reporting perspective has access. This access may be limited to the logged-in user only, or to a specific organization, role, or department.

Note that the storage selection section only appears for not yet saved report definitions.

Personal Report Definition Storage

When the Personal Report Definition storage option is selected, the Report Definition is limited to this user and it will appear in the Personal Report Definitions folder in the My Reports tree.

It will also be accessible in the Personal Reports folder in the Report Manager view.

Public Report Definition Storage

The Global Report Template storage option provides unrestricted access. For example everyone with access to the Business Process Reporting perspective has access.

The Report Definition will appear in the Public Report Definitions folder in the My Reports tree and also in the Public Reports folder in the Report Manager.

Participant-Specific Report Definition Storage

The Report Definition for Role/Organization storage option allows you to specify the organization, role or department to limit access to.

Figure: Select Role or Organization

Note that if limiting the access by a participant, only one organization, role or department may be selected.

The Report Definition will appear as top level folder in the My Reports tree named for each participant. e.g., Role1 Report Definitions.

In the Report Manager, these reports will appear in separate folders under the top level Reports folder.

Report Definition Format

Report Definitions are stored in ASCII files with serialized JSON content. The file extension is .bpmrptdesign (BPM Report).

Report and Report Instance Storage Locations

Report and report instances Report definitions are stored with the file extension .bpmrptdesign (BPM Report). The file extension for report instances is .bpmrpt.

• Viewing saved Reports and Report Instances
• Repository Location

Viewing saved Reports and Report Instances

The following sections of the portal provide access to saved reports or report definitions:

• My Reports - section of the Business Process Reporting perspective

  

• Report Manager of the Business Control Center perspective. For details on this view refer to chapter Managing Reports.

  

• My Documents section in the Workflow Execution perspective. For details refer to section My Documents in chapter Organizing Process Documents.

  

See the following table for an overview on which reports and report definitions are displayed in which views and folders accordingly:

Repository Location

The following table gives an overview on the repository location of stored reports and report instances:

These repository locations can be viewed in the Document Repository view in the Administration Perspective. Refer to chapter Viewing and Managing Document Repository Resources for details on the according folders.