WebSphere Lombardi Edition 7.2 > Create reports
Create a quick custom report
The following sections explain how to quickly configure Lombardi to track data and generate a custom report using the ad-hoc wizard.
Configure autotracking
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To use autotracking, open the BPD diagram in the Designer in Lombardi Authoring Environment, click the Pool, and make sure the Enable Autotracking check box in the Properties tab is enabled (autotracking is enabled by default). For this example, change the default autotracking name to SubmittedReqs :
When autotracking is enabled for a BPD, data for any nested processes of that BPD will also be tracked. Sub-processes and services inherit the setting of the parent process.
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For this example, you want to analyze process data according to particular business variable values, go to the Variables tab for your BPD, right-click each variable that you want to track, and select Track this Variable as shown in the following example:
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Save the BPD and then send these newly defined tracking requirements to the Performance Data Warehouse by selecting File > Send Definitions to Performance Data Warehouse. Then you can go to the Performance Data Warehouse database in your development (Process Center) environment to verify that a SubmittedReqs view has been created that includes a column for each variable that you tracked:
When you run instances of the process, Lombardi stores the tracked data for each variable in the appropriate column. Each row in a Tracking Group view represents a discrete unit of tracked data.
To use the ad-hoc wizard to quickly create a report that uses this data, see the following example.
When you autotrack variables, values are tracked for each ordered step in a BPD. If a process author changes the order of the steps in the BPD, or adds one or more steps, custom report queries against the tracked variables will not produce expected results if those queries rely on the order of the steps in the process.
Create a quick report using the ad-hoc wizard
The ad-hoc wizard in the Designer in Lombardi Authoring Environment enables you to quickly generate and publish reports. Using autotracked data with the wizard, you can easily create custom reports to analyze various aspects of your business.
Let's say we want a chart that shows the sum amount for each type of
request tracked in the
SubmittedReqs autotracked data discussed in the
preceding section. The following steps outline how to use the ad-hoc wizard to
generate such a report:
- In the Designer in Lombardi Authoring Environment, open the diagram of the BPD.
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Select File > Ad-Hoc Report Analysis from the main menu.
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Choose the settings that you want for the report from the wizard. For example, in the following image, we've selected the type variable for the X-axis binding and the amount variable for the Y-axis binding with the function of SUM (total) since we want to show the sum amount for each type of request. We leave the default chart layout (Stock Bar Chart), and then click the Refresh icon in the upper right to preview our chart directly within the wizard:
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Satisfied with the chart's appearance and data, we click the Create Report icon in the upper right :
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In the Create Report dialog, we type in a name for the report and click Finish.
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To create a scoreboard so that we can display the report in Lombardi Process Portal, we click the plus sign next to the Performance category in the library and select Scoreboard from the list of components.
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In the New Scoreboard dialog, we name the scoreboard Req Amount Bar Chart, leave the default layout setting (Default Scoreboard Layout), and click Finish :
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In the scoreboard we've created, under the Reports heading, we click the Add button, find our report, and click it to add it to the scoreboard. Then, under the Layout heading, we click the Enabled checkbox and provide a title for the scoreboard. We also click the Select button next to the Exposed to option and pick the participant group whose members can view this scoreboard in Lombardi Process Portal as shown in the following image:
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Now when we log in to Lombardi Process Portal as a member of the participant group to whom the scoreboard is exposed, we can see the title of the Scoreboard (Requisition Amounts) in My Scoreboards on the left of the portal. When we click Requisition Amounts, Lombardi Process Portal displays the report:
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To control access to the scoreboard in different environments:
Environment Required configuration Development (on Process Center Server) In the Designer in Lombardi Authoring Environment, create a new participant group or adjust the members of the existing participant group to whom the scoreboard is exposed. See Create a participant group. Runtime (Process Server in test, staging, or production environment) After installing a process application snapshot that includes the scoreboard, adjust the members of the participant group to whom the scoreboard is exposed
Parent topic: Create reports