Advice on creating custom reports

  •  09-10-2008, 8:54 PM

    Advice on creating custom reports

    We have a process which was recently deployed to production.  As the system gets used more and more, managers are asking for metrics like "where is this case in the process?".  There is a wealth of information stored in K2 and I am trying to understand the most effective way to report on some of it.  For instance, I would like to be able to create a  report showing a couple of process instance fields and which client activities are currently active - this could be 0 (if the process is complete) to more than one for parallel processes.  The only way I can see to achieve this goal is to join each client activity to the report so that I can display the name of the activity if its finish date is not null.

     Has anyone else succeeded, or attempted something similar to this?  I can answer the question about where a particular instance is in the process through some of the canned reports, but the end users are reluctant to try to figure those reports out.

     

    Thanks in advance.

     

    -Scott

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