Document usage matrix report

Data objects can be attached to an activity in BPMN 2.0 and are indicated as an input or output. In Event-driven process chain (EPC) diagrams, documents can be attached to functions. The Documents usage matrix report creates an Excel file for one or multiple diagrams describing the assignment of documents to tasks. Linked dictionary entries representing a document are also included in the report.

The Documents usage matrix report displays the documents that are attached to an element as a BPMN attribute as either 'Input' or 'Output' documents. For Event-driven process chain (EPC) diagrams, an information flow can be directed using the 'Information Flow' attribute.

If there are custom attributes defined which link to dictionary entries that represent documents, they are included in the calculation.

This is what a document usage matrix could look like.

This section explains how to generate a Documents usage matrix report for a BPMN 2.0 process diagram. These steps also work for Event-driven process chain (EPC) diagrams.

  1. Open the explorer and click Reporting > Documents usage matrix.

    The Documents usage matrix dialog opens.

  2. Select one or multiple diagrams to include in the report.

  3. You can select the following options:

    • Use merged cells in output spreadsheet

    • Export file as .XLS (Excel 97)

  4. Click Start analysis.

  5. The Documents usage matrix report generates. The file is saved to your browser's download folder.