IBM BPM, V8.0.1, All platforms > Create processes in IBM Process Designer > Create user interfaces for business processes > Building Heritage Coaches > Adding documents and reports to Heritage Coaches

Embedding IBM BPM reports in a Heritage Coach

Learn how to embed reports in Heritage Coaches.

IBM BPM reports provide valuable information about your business processes. The data available in an IBM BPM report can help process participants make decisions regarding tasks and task assignments. For this reason, you may want to embed IBM BPM reports in your Heritage Coaches so that users can make informed decisions with the business data that they need directly available.


Procedure

To embed an IBM BPM report in a Heritage Coach:

  1. Open the service that contains the Heritage Coach that you want to work with and then click the Coaches tab.

  2. Drag a Report control from the palette onto the design area.
  3. While the Report control is selected, click the Presentation option in the properties.
  4. Under Report Settings, click the Select button to choose the IBM BPM report that you want to embed. If the report does not yet exist, you can click New to create a new report. Specific instructions for creating and configuring reports are provided in the related information.

  5. In the Page to Display field, use the drop-down list to choose the report page that you want to display in your Heritage Coach.

  6. In the Filter Parameters panel, click the Add button to choose parameters by which to filter the report results. Provide the appropriate value in the Value column.

  7. Click the Report option in the properties. In the Common area, you can provide documentation for the report and add a label.

  8. In the Behavior area, you can provide an unique control ID for the report and adjust the number of rows and columns that the report spans within the Coach.
  9. Save the Heritage Coach and the run the service to ensure the report is displayed properly.

Adding documents and reports to Heritage Coaches


Related tasks:
Embedding documents in a Coach