Creating a new report
Creating and viewing reports requires the Create reports and See process permissions, see Restricting access to processes.
- Select Analytics in the main menu.
- Click Create new report.
- Enter a name for your report that describes the data.
- UseSelect a process
one of your organization’s published processes.
- A report is created.
- The report appears in the list of reports that you see when you select Analytics. By default, only you can see the report in the list.
Viewing and exporting results
The report shows a table of all of the cases of the process, one case per row. The table header indicates the number of cases included in the report. Click Configure columns to select which columns the table includes. This configuration works the same way as Configuring case view table columns.
If you have special presentation requirements, you may want to use the same data to produce your own report using different software. To do this, you can download the same data as a CSV file that you can open in spreadsheet software.
Selecting cases to include
To see all cases of a process without needing to create a report, use the Cases view.
For most reports, you probably need to include only cases that fulfill some condition. You can restrict which cases a report includes, by status or by the values of the process’ variables.
Filter cases by status
Filtering by status lets you create separate reports for completed work, such as a monthly productivity report, and outstanding work. To filter cases by status, use the first pick-list to select between all cases, open cases and closed cases.
Filter cases by variables
To filter cases by variables’ values, first select Add a filter condition. This adds a field condition, which works the same way as an Automatic decision condition. Select a field, such as Case / End date, a condition, such as is after, and a value, such as the last day of the previous month.
You can add multiple conditions to further restrict which cases the report includes. A monthly case report would have two conditions for the Case / End date field, using the is after and is before conditions to define a date range.
Grouping and charts
You can group cases by one of the process variables, so that cases with the same value appear together in the table. Grouping cases can also add a visualization to the report.
To show a pie chart of the different values for a variable, select the Rating variable from the Group by list. Then select the Count of Case values to count the evaluations with each distinct rating value.
Reports can also calculate average values for a numeric field, as well as counting cases.
As well as Average, you can also show the Minimum or Maximum.
Sharing a report
To share a report, select the Share tab, underneath the report title and next to the General tab. From there you can specify users, groups, or organizations that you wish to share your report with.
Currently you can only grant viewing permissions.
Deleting a report
To delete a report, select the Delete report option from the top-right menu, under the report title.