1. Reporting: Intermediate
What custom reporting options are available in K2?
How do I build custom reports with SmartForms?
How do I build custom reports with OData and Excel?
Reporting Intermediate, explores some available reporting controls in K2 Designer, then delves deeper into build custom reports using SmartForms. It wraps up by looking at leveraging your report data in third-party tools.
COPYRIGHT
© SOURCECODE TECHNOLOGY HOLDINGS, INC. ALL RIGHTS RESERVED. SOURCECODE SOFTWARE PRODUCTS ARE PROTECTED BY ONE OR MORE U.S. PATENTS. OTHER PATENTS PENDING. SOURCECODE, K2, K2 BLACKPEARL, K2 SMARTFORMS, K2 PLATFORM AND APPIT ARE REGISTERED TRADEMARKS OR TRADEMARKS OF SOURCECODE TECHNOLOGY HOLDINGS, INC. IN THE UNITED STATES AND/OR OTHER COUNTRIES. THE NAMES OF ACTUAL COMPANIES AND PRODUCTS MENTIONED HEREIN MAY BE TRADEMARKS OF THEIR RESPECTIVE OWNERS. THIS CONTENT AND ASSOCIATED RESOURCES ARE THE SOLE PROPERTY OF SOURCECODE TECHNOLOGY HOLDINGS, INC. AND SOURCECODE RESERVES ALL RIGHTS RELATED TO THE INFORMATION CONTAINED HEREIN. WITHOUT LIMITING RIGHTS UNDER COPYRIGHT, NO PART OF THIS CONTENT OR ITS RESOURCES, MAY BE REPRODUCED, STORED OR INTRODUCED INTO A RETRIEVAL SYSTEM, PRESENTED BY INDIVIDUALS OR ORGANIZATIONS IN TRAINING EVENTS OTHER THAN THOSE SANCTIONED BY SOURCECODE, OR TRANSMITTED IN ANY FORM OR BY ANY MEANS, WITHOUT THE PRIOR WRITTEN CONSENT OF SOURCECODE TECHNOLOGY HOLDINGS, INC.
Content Version: 1.0
Last Update: September 2017

2. Module Overview Building custom reports with SmartForms
Building custom reports with OData
Module Overview
The Reporting: Intermediate module describes some custom reporting options available in K2, and explores the available reporting controls in K2 Designer that can help you build custom reports using SmartForms.
Then we look at leveraging your report data in third-party tools, specifically how you can expose your SmartObjects as OData feeds and consume those feeds in tools like Microsoft Excel.

3. Building custom reports with SmartForms
Use the available workflow reporting controls to create custom workflow reports in SmartForms
Building custom reports with SmartForms
You can create custom workflow reports by incorporating reporting Controls with other Controls and views to assemble custom reports in SmartForms. You can find reporting controls in the Toolbox.
Under the heading Reports, you will find controls for adding spreadsheet-formatted lists, along with charts and graphs. Simply drag and drop the report control you want onto the view canvas, then configure it using the options in the Properties tab.
The benefit of creating a custom report form is that you can assemble dashboard-style reports that combine workflow reporting data with SmartObject business data.
Let’s look at each control briefly:
Activity Instances Chart
The Activity Instances Chart control displays a graphic representation of workflow activity instance data, displayed as an aggregated view of the activities in a workflow. You can select to display the data according to duration or instance count. You can use the chart to:
Identify bottlenecks in a workflow
Determine how long it takes to complete each step/activity in the workflow, on average
Determine how many instances of each step/activity in a workflow were completed in a given time frame
Activity Instances Grid
The Activity Instances Grid control lists all activity instances of a workflow according to filter criteria, and is displayed as detailed information of an activity instance or instances. You can use the grid to:
Determine the priority and status of activity instances
Determine when the activity instance is assigned and date of completion
View the user involved with the specific activity instance. To do this, you can configure a rule to interact with the User Performance Grid. See the Rules, Events, and Actions section for more detail.
Report Header
The Report Header control is essentially an interactive reporting dashboard allowing a user to view different types of workflow reports. The Report Header contains common properties that can be used to filter charts or grids added to the view. Rules can be configured to run a chart or grid, once changes have been made to the Report Header in runtime. In addition, the Report Header can be used as a header indicating which filters have been applied to the reporting controls, by setting the properties of the Report Header to Read-Only. You can then view the criteria applied, but is not able to apply any changes to the filters.
User Performance Chart
The User Performance Chart control is a graphic display of users who have participated in the selected activity according to specific filter criteria. The data is displayed as an aggregated view of instances per user. Depending on the properties used, this chart can be used to:
Determine, over a given time frame how long it takes each user to complete the same task
Determine how many instances of the same task has each user completed over a given time frame
User Performance Grid
The User Performance Grid control lists users who have participated in the selected activity with activity data according to specific filter criteria. The data is displayed as detailed information pertaining to activity instances per user. This grid can be used to:
View the detail such as Action and Status of activity instances per user
View the detail of the user or users who have participated in a workflow instance. This is achieved by using a rule to interact with the Workflow Instances Grid. See the Interaction section for more detail
Access the Workflow Data Grid to view the Data Fields used. See the Interaction section for more detail
If workflow steps are incomplete, determine who the task is assigned to
Workflow Data Grid
The Workflow Data Grid control lists all Data Fields per workflow instance according to specific filter criteria. This grid can be used to:
View detailed information pertaining to Data Fields which relate to one or more workflow instance
See the value per Data Field
Workflow Duration Chart
The Workflow Duration Chart control is a graphic display of the average duration of workflow instances over time, according to specific filter criteria. The data is displayed as an aggregated view of the workflow. Depending on the properties used, this chart can be used to:
Determine which workflows are used most often
Determine which workflows take the longest to complete
Identify trends and patterns in usage and load
Determine the peak usage times for the workflow
Determine the time periods when it takes the longest to complete the workflow
Workflow Instances Chart
The Workflow Instances Chart control is a graphic display of workflows according to specific filter criteria. The data is displayed as an aggregated view of the workflow. Depending on the properties used, this chart can be used to:
Workflow Instances Grid
The Workflow Instances Grid control lists all workflow instances according to specific filter criteria. The data is displayed as detailed information pertaining to a workflow instance or instances. This grid can be used to:
Determine the priority and status of workflow instances
Determine the start date of a specific workflow instance
Identify a specific workflow instance if the folio is set during the workflow
Open the View Flow of each workflow instance to view the color coded graphical representation of the workflow. See the example in the Interaction section of this topic
Workflow References Grid
The Workflow References Grid control lists all Workflow Item References per workflow instance according to specific filter criteria. The reference can be further expanded to view the related data in runtime.

4. Building custom reports with OData
Use the Management site to expose selected SmartObjects as OData endpoints
The OData URL property indicates where the endpoints can be reached
Configuring SmartObjects to be exposed as OData endpoints
Using OData as a data source in Excel
Building custom reports with OData
OData is a common standard for sharing information across platforms and applications.
In K2, it is possible to expose SmartObject methods as OData endpoints, so that third-party applications can access SmartObject data.
A common use case for this functionality is to expose SmartObjects that present reporting data or business data, so that users can build their own custom reports with tools like Microsoft Excel or PowerBI.
As long as the tool can consume an OData endpoint and can reach the endpoint exposed by your K2 environment, you should be able to connect to the OData data source from other third-party tools.
You can use the K2 Management site to enable and configure the OData service
As part of this configuration, you can decide whether to expose all SmartObjects or only certain SmartObjects as OData endpoints.
Once the endpoints are created, applications should be able to reach those endpoints through the OData URL shown to you in the configuration screen.
Click the video icons to play videos that demonstrate how to configure the OData services, and how to consume the OData service in a tool like Microsoft Excel.

5. Reporting: Intermediate
Name two ways in which you can create custom reports with K2
Thinking about your organization, are there BI or power users who might like to consume SmartObject OData in their reporting tools?
Checkpoint - Workflows: Intermediate
Q: Name two ways in which you can create custom reports with K2
A: Build custom workflow SmartForm-based reports with the reporting controls in K2 Designer.
Expose SmartObjects as OData endpoints, and use those endpoints in custom reporting tools.
Q: Thinking about your organization, are there BI or power users who might like to consume SmartObject OData in their reporting tools?
A: (Discussion question)