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Business Process Portal Manager's Guide
Predefined Reports : Creating Status Analysis Reports
 

Creating Status Analysis Reports

To create a status analysis report that shows the total instances for each status (Active, Completed, Suspended, Removed) for the Assign_A_Task_V1 application.
Perform the following:
1. In the Management module, click Reports > Status Analysis to view the Status Analysis page.
2. Select:
*Instance from the Analysis for drop-down list.
* Assign_A_Task_V1 from the Applications list.
*All from the Status list.
*None from the Subprocess list.
You can analyze for Instance, Performer or Workstep.
3. Specify the name of the creator in the Creator text box. Alternatively, click the Search User icon, and then select the creator from the displayed window.
4. Select a predefined interval from the Date drop-down list (for example, All, Today, This Week, Last Month, etc.) or enter Start and End dates in the From and To boxes, respectively. Click the Select Date icon () to facilitate entering a date.
5. Click Go, and the report appears in the workspace.
6. Select the preferred format from the Report Format drop-down list and click View to view the report in a specific format.
7. Click Email... to open the Email Report dialog box.
8. Enter information in the relevant boxes and select a format from the Report Format drop-down list.
Note: If you select HTML, then the report mail is sent as an HTML formatted email. If your mail-tool supports mails in HTML format, then you can view the HTML report in your mail-tool. But if your mail-tool supports mails only in text format, then you cannot view the HTML report.
9. Click Submit to email the report.
To reset the form and remove the information you just entered, click Reset. To cancel the action and exit the current dialog box, click Close.
* Creating status of completed worksteps