Report designer

Overview

The report designer allows you to generate MS Word compatible documents, and Websites, based on your process baseline.

You can create your own reports, use one of the reports released with SyReach Process, or customize an existing report.

 

Report

New report Create a new empty report
Generate document Generate a MS Word compatible document, for the selected report
Generate website Generate a website, for the selected report.

One web page will be generated per activity, resource and flow found in the report. A navigable process diagram will be generated.

SyReach Process is provided with a preconfigured Website report (the “Website” report)

Refresh preview Refresh the report preview so that you can check your current report settings.

Report elements

Reports are composed of elements. An element can be a line of text, a document, a diagram, a collection of elements to browse, an embedded report or a new page. Report elements are described in the following table:

Add Text You can add a fixed or a dynamic text to a report. You need to provide the text in the “Element” field.

A fixed text is a simple text that you provide: For example, it can be a report header title.

A dynamic text is extracted from an activity or resource internal data. A dynamic text is provided with the following method: [Object.Accessor.Property].

Objects can be: ACT (an activity), RES (a resource), FLW (a flow), AUD (an audit)

Accessors and properties are described in the Macro editor. Please use the macro editor when you start using the report designer. Use the “Edit” button for that purpose.

Add Description An activity or resource description can be embedded in the report.

You need to provide the name of the description property in the “Element” field:

  • either the name of the property itself. Example: DESC
  • or through a macro. Example: [ACT.SELF.DESC]

You can use the macro editor to select a description property.

Add Diagram For activities only, you can add the related diagram inside the report.

Select the width of the picture, and if the picture needs to be rotated by 90°.

Add Linked Elements Use this element if the report needs to include all objects of a given type. For example: all activities, all child activities, all resources.

Select the element type to browse, then check “General set” if you want to browse all objects of this type.

Select the element to browse, between all available choices. For example: Select Activity.Childs to browse all child activities of the current activity.

Check “Display as table” to display the resulting elements as a table, instead of rows, then provide the column names, separated by a coma.

You can provide a macro in the “Condition” field, to hide elements not matching the selected condition. See the macro editor.

Add Script Use this element if you want to embed a report inside another report.

For example: To list all activities, you need an individual “Activity report”, and a global “Activities repository” report that will embed the “Activity report” for each browsed activity.

The “Process baseline” and “Resources baseline” reports, released with SyReach Process, are example of reports using scripts.

New Page Insert a new page to:

  • insert a page break, for MS Word compatible documents,
  • generate a new web page, for Website generation
Delete Selected Element Delete the selected element from the current report
Up Move the selected element up, inside the current report
Down Move the selected element down, inside the current report

Macro editor

The macro editor is used to insert text from elements such as activities and resources. You call the macro editor with the “Edit” button.

Read more…

 

Read also: