IBM BPM, V8.0.1, All platforms > Create processes in IBM Process Designer > Enabling processes for tracking and reporting

Defining reports in Process Designer (deprecated)

Reports enable you to analyze business data that is specific to your processes. You can specify the variables to track and define the report to query your tracked data. Users can view the resulting report scoreboards from the Dashboards page in Process Portal.

The reporting functionality is deprecated in IBM BPM V8; by default it is not enabled. To enable reporting, in Process Designer go to File > Preferences > IBM BPM > Capabilities, and enable the Backward Compatibility capabilities.

Ensure that autotracking is enabled for the BPD.

Ensure that the tracked data is current by selecting File > Update tracking definitions.

Procedure

1. In Process Designer, open the BPD.

2. Click File > Ad Hoc Report Analysis.
3. Define the content of the report. Select the variables for the X and Y axes from the corresponding bindings lists.

   You can also specify a time period filter and a business data filter.

4. Click the Refresh icon to preview the chart.

5. When satisfied with the appearance of the chart and the data, click the Create Report from Chart button.

6. In the Create Report window, give the report a name, and click Finish.

7. Create the scoreboard to display the report.

   1. In the library for the BPD, expand Performance, and select ScoreBoard from the list of components.

   2. In the New Scoreboard window, give the dashboard a name, select a layout, and click Finish.

8. Assign the report to the dashboard.

   1. In the Scoreboard window in the Reports section, click Add, and then the report.

   2. In the Layout section, select the Enabled check box, and type a title in the ScoreBoard title field. This title is what Process Portal users see in the list of dashboards.

   3. In the Exposing section, click Select next to the Exposed to field, and select the participant group whose members can view this dashboard in Process Portal.

Results

When you log in to Process Portal as a member of a participant group to whom the dashboard is exposed, you can see the new dashboard in the list of dashboards. Click the dashboard to display the report.

What to do next

After installing a process application snapshot that includes the dashboard, you can adjust the members of the participant group to whom the dashboard is exposed.

• Defining a custom layout Process Designer for reports (deprecated)
  When you define a report in Process Designer, you can select an existing chart layout (for example, one of the layout included in the System Data toolkit), to display resulting data, or you can create a custom layout.

Enabling processes for tracking and reporting

Related tasks:
Create a timing interval
Configure runtime participant groups