Process Reporting

The Axon.ivy Process Model Reporting Wizard lets you create customized reports of your process models. This simplifies the examination of current workflow processes from a management perspective and makes adjustments towards IT governance possible.

Process Model Reporting Wizard

Process Model Reporting Wizard

Install

Process Model reporting is an extension that must be installed before it can be used.

  • Open the Menu: Help ‣ New Software…

  • Work with the combo on top: select the pre-configured update site of Axon.ivy https://download.axonivy.rocks/p2/...

  • Check Axon.ivy Designer Project Reporting from the list of installable features

  • Click through the install wizard by clicking next and confirm upcoming install request.

Visit https://file.axonivy.rocks/p2 for detailed installation instructions.

Accessibility

Axon.ivy ‣ Create Report…

Features

Name

The name of the report that will be created. This name should be without file name extension. E.g. use “MyReport” instead of “MyReport.pdf”.

Output Format

The report output format. Currently this can be HTML, PDF or DOC. You can also select multiple report formats that should be created simultaneously.

Save to Folder

Choose the location where the reports should be generated to. The default destination where reports are stored is IvyDesigner/reporting/reports/.

Report Template

Choose a report template, also known as BIRT report design file (*.rptdesign) which defines the structure and contents of your report. There are some BIRT report designs provided by default (e.g. Default.rptdesign).

Note

In case you want to create a custom BIRT report design you first need to install a BIRT Report Designer which can be found on the BIRT Website. In order to use the Process Model Data, as e.g. Process model images, process names, User Dialog interfaces, data class attributes etc., you need to use the IvyDesigner/reporting/designs/Axon.ivy.rptlibrary BIRT Report Library within your report and link against its Data Source, Data Sets and Parameters. In this way you will also be able to use the predefined themes of the Report Library.

For further information on how the BIRT Designer can be used, please refer to a BIRT book or online resources which can be found at http://www.eclipse.org/birt/ or http://www.birt-exchange.com.

Corporate Identity

This group of text fields provides you some additional, optional information to customize your report.

  • Title: Select a Title that will be shown on the first page of your report.

  • Header: Select a Header for the report, that will be shown on every page.

  • Footer: Select a Footer for the report, that will be shown on every page.

  • Logo: Select a Company Logo Image that will be displayed on the first page of your report.

Projects

This tree shows the currently active projects that can be reported. You may check or uncheck the individual Process Models, Process Groups, Processes, User Dialogs or Data Classes that are to be reported.

Maximum nesting depth

Choose the maximum depth up to which nested embedded sub processes should be reported. By default, and when the field is empty, all embedded sub processes are reported.

Cancel Button

Aborts the report creation. The current report configuration settings will be stored to your_ivy_workspace/.metadata/.plugins/ch.ivyteam.ivy.designer.reporting.ui/lastReportconfiguration.xml

Save the Configuration…

Report configurations can be stored for later reuse. The default location for report configurations is IvyDesigner/reporting/configurations/.

Load a Configuration…

Loads a previously stored report configuration file (*.rptconfig).

Create the Report…

This will start the generation of the reports. While the reports are being generated you will be informed about its progress. After all reports have been generated, a confirmation window will display links to the generated reports.