Reports

Some terminology is different between reports and the K2 Workflow Designer as reports use terminology from the legacy designer workflows. Although the K2 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 K2 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 K2 Workflow Designer.

Reports K2 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 K2 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 K2 Workflow Designer.

The Reports tab in the Process Details page allows you to view a range of reports for a specific process.


Report Description
Process Overview Report The Process Overview report provides an overview of a specific process in a K2 environment.
Process Instance Detail Report The Process Instance Detail Report provides an overview of a specific instance of a process.
Activity Instance Detail Report The Activity Instance Detail Report provides an overview of a specific activity in an instance of a process.
Event Details Report The Event Details report displays overview of a specific event in a process.
Process Instance Data Audit Report The Process Instance Data Audit report displays an overview of all data for a process instance.
Process Instance XML Data Audit Report The Process Instance XML Data Audit Report displays a list of the XML fields during the process and shows how its data changed during the course of the workflow instance.