Reporting category — Report Access page

The Report Browser provides a display of reports available to you based on report definition rules, and may also display List View and Summary View reports. The Report Browser lets you:

• Browse and search for existing reports available to you.
• Select and run reports, displaying the results in the Report Viewer.
• Create new reports and modify copies of existing reports.
• Share report shortcuts with colleagues, and use shortcuts they provide
• Re-organize reports within categories you define.
• Run reports.

You can add V5 List View and Summary View reports to the display with the Add Reports to Report Browser tool, on the Reporting Tools landing page.

When you select a report in the Report Browser, it displays in the Report Viewer in a separate window. The Report Viewer lets you:

• See report details in spreadsheet form.
• Edit a copy of the report to change the displayed data, adjust search parameters, or (if the report includes a summary column) add or update a chart for a graphical representation of the data.
• Use a library of SQL functions to build powerful expressions to return exactly the data your report needs.
• Export reports to spreadsheets or as PDF files.

See Manager portal -- Using the Report Browser

Use the Monitor Activity gadget to access and run V5 reports and charts. This gadget presents links to six categories of V5 reports.

Reports about work (in the current application are organized as in the Monitor Activity workspace of the WorkManager portal.

Each group covering a category of reports, and includes starting points for the V5 Report Wizard.

Reports on rules and reports on data operate system-wide. The results do not depend on your current RuleSet list or current work pool.

Reports on work objects and assignments depend on the current work pool. The work pool name appears at the top of the workspace. Select File > Open > Work Pool > name to select the work pool to be covered in a report.

Using the Monitor Activity gadget

Reports on assignments and work objects operate as in the Monitor Activity workspace of the WorkManager portal, reflecting only the assignments and work objects in one currently selected work pool. Select Switch Work Pool in the application menu to identify your current work pool — marked with a dot — or to change your work pool to another listed in your current access group.

Reports on rules and reports on data operate system-wide. The results do not depend on your current RuleSet list or current work pool.

If an area appears collapsed, click to expand the area and view the links in the area. Click a link to execute a report. You may be prompted for parameters.

Area	Contents of reports and charts you can access in this area
Rule Reports	Tally or list rules in your system. (Results do not depend on the current application.) See Rule Reports.
Monitor Assignments	List or summarize open assignments in the currently selected application. See Reports in the Monitor Assignments category.
Monitor Processes	List or summarize open (unresolved) work objects in the current application. They support day-to-day monitoring of the business processes supported by your application. See Monitor Processes reports.
Analyze Quality	Summarizes resolved work objects along quality dimensions. These support a retrospective review of past work, to aid in understanding how business processes might be improved. See Analyze Process Quality reports.
Analyze Performance	Identifies which flow actions were selected how often by assignment, and the timeliness of the selection. These reports are derived from information in the History-Work- classes. See Analyze Process Performance reports.
Data Reports	Reports for instances of classes derived from the Data- base class. (This area is initially empty.)
System Reports	Reports for instances of classes derived from the System-, Log-, and Index- base classes, and selected History- classes.