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Version: 2023 R3

Source

This tab is used for defining the range of data presented in the report as well as basic filters to narrow them down.

Source

1. Source​

The Source is the database currently being used by the system to store workflow instances. Reports can be created based on SQL sources and SearchIndex sources.

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For more information see: SearchIndex database as a source in the application reports.

2. Content database​

Default database for storing system content. Use WEBCON BPS installer to create additional content databases.

3. Application​

The current application for which the report is being configured.

4. Process​

The report can present instances from selected processes, forms, workflows, and steps. You can select whether the report will contain instances from all processes, selected processes or will contain only archived instances. The All or Selected options refer to instances from the content database, while the Archived option refers to instances from the archive database.

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For more information see Archived instances available in reports and BPS sources.

5. Mandatory filters​

Assignment filter and Predefined filter allow you to narrow down the range of data displayed in the report to your tasks and the selected time period. The Rows per page filter is used to define the number of instances available on one page of the report.

6. Standard filters​

Allows you to make a comparison between the value of a form field and a defined filter, e.g. allowing to display only workflow instances whose "Total value" form field is greater than 1000.

7. URL filters​

Another option to compare the values of form fields. This value should be passed in the URL.

8. SQL/SOLR filter​

Used for filtering data in the report with SQL/SOLR queries.

caution

If you select SQL source, the report configuration window will display additional filtering options, as well as the section Advanced query settings at the bottom, intended for users with database management experience. The parameters set in this section affect the execution of the SQL query to the WEBCON BPS database.