Process Overview report

You can configure an embedded worksheet based on a Process Overview report. The application's embedded grid control, with predefined report layouts, is used to display the worksheet.

To configure embedded worksheets:

  1. Select Configuration > Common > Worksheets.
  2. Click New and select Standard Worksheet. Specify this information:
    Name
    A unique name of the worksheet.
    Display Name
    The name to be displayed in the application.
    Type
    The type of the worksheet. Select Standard.
    Report Source
    The source of the report based on which the worksheet is configured. Select Embedded.
    Report
    The type of the report. Select Process Overview.
    System
    If this check box is selected, the worksheet is system-defined.
    Enabled
    If this check box is selected, you can view the worksheet in the specified module.
    Available Offline
    By default, this check box is cleared and cannot be modified.
    Module
    The module in which the worksheet can be viewed. Possible values:
    • Finance
    • Demand
    • Supply
    • Integrated
    Workbook
    The workbook in which the worksheet is grouped. You can select a workbook from the required module or specify a new workbook.
    Tags
    The tags for the worksheets. The tags are used to group common configuration elements such as calculation rules or measures.
    Users
    The users who can access the worksheet.
    Note: By default, the current user is specified.
    Roles
    The role(s) of the user(s) authorized to access the worksheet.
    Note: If users or roles are not selected, by default, the current user is authorized to access the worksheet.
  3. In the Data Parameters tab, specify this information:
    Parameter
    Select the parameters for the report. The parameters applicable for the Process Overview report:
    Field Name Mandatory Description
    rv_tasks Tasks No Specified in the XML format, used to list the tasks linked to the required step and the worksheet for each task defined in the Cycle Process.
    rv_this_step Process Step No The default process step to highlight and display tasks in the calendar. The process step is retrieved from the workflow definition in the Cycle Process.
    Description
    The description of the parameter.
    Value
    The data value that must be included in the report, for the selected parameter.
    Enabled
    If this check box is selected, the parameter is used in the worksheet.
  4. Click Save.