Process Instance Detail Report

The Process Instance Detail Report provides an overview of a specific process instance of a process. The report is accessed by clicking the ID link in the All Instances section of Process Type report.
This report allows you to view:

Example

This section provides an example of the Process Instance Detail report.

Field Description
Breadcrumb To return to the previous report, click the breadcrumb.
Refresh Clicking Refresh, refreshes the report.
Overview Bar Displays an overview of the instance by Started Date, Finished Date, Total Duration, Active Tasks, Last Activity Completed and Escalations.
Overview Detail Displays an overview of the instance by Originator, Current State, Priority, View Flow, Data Audit, Data XML Audit.
Activity Duration Displays a horizontal bar graph of all activity durations of activities associated to the instance.
Active Tasks Displays all active tasks associated to the instance by Activity, Destination, Status and Started, and is sortable by clicking a column name. The returned data can be filtered via the Quick Search and by configuring a Selected Filter.
Activities Displays all activities associated to the instance by Activity Name, Outcome, Destination User, Started, Finished, Duration and Escalation, and is sortable by clicking a column name. The returned data can be filtered via the Quick Search and by configuring a Selected Filter. System Activities associated to the instance can be viewed by checking the Include System Activities checkbox. Clicking on the Activity Name opens the Activity Instance Detail Report.
Escalations Displays all escalations associated to the instance by Name, Type, Destination and Date, and is sortable by clicking a column name. The returned data can be filtered via the Quick Search and by configuring a Selected Filter.
Related Processes (IPC) Displays a item list of all related processes (IPC) associated to the instance by Process, Number of Instances Started and Average Duration, and is sortable by clicking a column name. The returned data can be filtered via the Quick Search and by configuring a Selected Filter.

The following sections are available in the Process Instance Detail report:

Permissions

To view the Process Instance Detail report, you must have Process Administrator rights.
To set process administrator rights, see Process Rights .

Using the Report

The section below discusses how to use the report, such as configuring the report via the Started Date drop-down, creating filters and using the Quick Search.

Using the Selected Filter

The Selected Filter allows you to select predefined filter or create a custom filter by clicking the custom filter icon.

Using the Quick Search

The Quick Search allows you to configure what data is returned on a report section. Selecting an option from the Quick Search drop-down and clicking the Refresh icon will refresh the report section. The options available from the Quick Search drop-down are determined by the column names of the report section.

Custom fields can also be entered, once entered click the Refresh icon and the report loads data based on the search query.

Considerations

Below are considerations when using the Process Instance Detail report.