Concept for moving Combined Reports into Report Builder

Basics

https://confluence.camunda.com/x/IpYcBQ

Meeting notes. Most relevant points. 

• Multiples of the same process (view affect of fillers - comparison) 
• Varying processes (view totals or comparison) 
• Processes can be added at any point- their attributes are added also.
• Processes can be removed at any point - their attributes and filters are removed. 
• Process instance and view filters can be applied to all added data sources, or to individual
• Filters relating to attributes such as Assignees, variables or incidents are applied to wherever the attribute is located (Needs discussion) 
• Processes can be added at any point- their attributes are added also.
• Processes can be removed at any point - their attributes and filters are removed. 
• Process display name can be edited (Currently the Report name acts as the renaming) 

• Distribution can be set to: 
None = Multi processes behave as one process definition. 

By Process = Displays process data distributed.

• Processes can be assigned new names for display purposes. 

• All appropriate visualisations can be applied 

 

Configurations 

View - Raw data: 
NEW: Display data from all processes in table (Rows). Order alphabetically by process definition key.

View - Instance Count:
NEW: Group by none, Distribute by none displays total of all Processes 
Distribute by Process - Columns/Bars/Line 

View - Instance Durations:
NEW: In view duration group by none - add aggregation option sum: Display the sum of all processes  
(Process instance Duration & Incident Resolution Duration)

View - Variable
Only allow if multiple processes are the same process. Otherwise disable the option

 

Filters

PROCESS INSTANCE FILTERS

Suggestion - Filters that allow for Comparison
The following filters can be applied to one or multiple process definitions: 

• Instance state

• Start and End date 

• Duration (Flow Node and total process) 

• Flow Node (Execution) Filter 

 

Other - Filters based on process detail

Variable, Assignee and Candidate group.

A cumulation of values are available for selection. 
Selection is applied to the process where it is contained. 

If multiple processes contain this selection - it is applied to both. Do we need to apply to a single process? 

 

 

VIEW FILTERS

Flow Node Display
Flow Node status (Allow selection of process?- perhaps for comparison)
Flow Node Date (Planned)
Assignee
Candidate Group
Incident 

Currently we allow combined reports with 'customise Flow Node Display' and User task views with assignee/candidate group filters. (Both these filter types are now View filters) 
Allow application of view filters to individual reports.  

 

Details

Removing a Process Definition, removes the associated filter 

 

To Do

• Design Selection of process for View Level filters 
• Improve UI for scrolling filter additions. 
• Design Display application of filters and which process definition the filter affects in saved mode and in Dashboard views. 
• Exporting Combined reports - will need updating
• Design create modal for multi processes, asses how that works with current templates
• If a process is added after a Report is configures, maintain as many settings as possible.   
• Design Flow for removing processes. (Pop over)