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 |
|
Step:
|
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 |
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 are Task steps in the K2 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 K2 Management. For more on how to access K2 sites, please see Accessing K2 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 K2 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 K2 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. |