Reports

Some terminology is different between reports and the Workflow Designer as reports use terminology from the legacy designer workflows. Although the Workflow Designer is based on the same underlying workflow engine as the legacy designer workflows, some terminology and behavior is different. See Workflow Designer overview for experienced workflow builders for more information about the differences between legacy workflows and new workflows. Use the information below to understand the differences and relationships between terminology and behaviors in reports and the Workflow Designer.

Reports	Workflow Designer
Process	Workflow
Activity Event	Step: Activities and Events are now combined into a single item called Steps You can drag and drop Steps "on top" of each other to create a multi-step step, similar to how you may have had multiple Events in an Activity before
IPC	Sub workflow
Current data (Data fields)	Variables
Escalations	Reminders
Current data XML (Item references)	References
Participant	Task result
Expiration	Deadline
For Each Loop	Loop

Process
A process (workflow) contains activities of a workflow.
Activities

In the Workflow Designer, activities contain steps such as Task, Set Folio, Send Email, and more.
Activities are containers of events and can contain one or multiple events (steps). If multiple events exist in an activity, it is called a multi-step step.
External systems shown in the Activity Duration section of the Process Overview report are only applicable to legacy workflows.

Events
Events are Task steps in the Workflow Designer.

Use reports to view workflow statistics on both active (running) and completed workflows. There are three different types of reports:

Standard
K2 for SharePoint
Custom

You can access reports from Workspace, SharePoint, and from Management. For more on how to access sites, please see Accessing Sites.

The tables below contains descriptions on available reports:

Standard Reports

Report	Description
Process Overview Report	Provides an overview of a workflow
Process Instance Detail Report	Provides an overview of an instance of a workflow
Activity Instance Detail Report	Provides an overview of an activity (step) in a workflow instance
Event Details Report	Displays an overview of an event in a workflow
Process Instance Data Audit Report	Displays an overview of all data of a workflow instance
Process Instance XML Data Audit Report	Displays a list of the XML fields during the process and shows how data changed during the course of the workflow instance
SmartForms Reporting Controls	Create a predefined workflow report in your solution. These reporting controls show status and statistical data on workflows. Create custom reports in the Designer.
Reports with OData	Expose SmartObject data through the SmartObject OData API to provide integration with third party tools like Excel and Power BI.
View Flow	Provides a graphical display of the workflow instance, its current status, the path followed, and related data.

K2 for SharePoint

Type	Description
K2 for SharePoint Reports	Displays statistical data regarding workflow usage

Custom Reports

Type	Description
SmartForms Reporting Controls	Create a predefined workflow report in your solution. These controls provide status and statistical data on workflows. Configure the reporting controls in the Designer.
Reports with OData	Use the OData service to build custom reports and other interfaces based on SmartObject data. Create custom reports using workflow reporting data and data stored in a line of business system.