Report Workflows

Using Report Workflows, you can require a report review and a report approval with an optional digital signature. If a report requires approval, the workflow functions as follows:

Queued > Running > Waiting for Review > Waiting for Approval > Completed

In the Waiting for Review or Waiting for Approval status, the report displays a DRAFT watermark in the top right corner. Once approved, the report displays the timestamp of the approval, and will not display the DRAFT watermark. If you have added a Signature parameter to the selected report template, the report displays the username of the approving user, as well as the date and time of the signature.

Configuring Report Workflows

To configure a report workflow, do the following:

1. In Workbench, do the following:

   1. Open the desired report and select the Requires approval checkbox. For more information, see Reports.

   2. (Optional) Verify the selected report template has a Signature parameter. For more information, see Templates and Parameters.

2. In GraphWorx64, add and configure the desired report, as follows:

   1. On the Controls ribbon, click ReportWorx64 Viewer, and on the Canvas, click and drag a container for the reports.

   2. Under the Properties tab, locate the Misc > Report parameter.

   3. In the Data Browser, expand My Computer > Reports, and then click and drag the desired report to the Misc > Report parameter.

   4. In the Misc > View Mode drop-down list, select Executor.

   5. In the GraphWorx64 Data Browser, expand My Computer > Reports, and then use the desired tags:

      • Generated Reports Command: Configure the execution for the report's redirector commands.

        rwx:/Generated Reports Command<@ReportID=>

        To view a specific report, enter a valid report ID (for example, ReportID=22), or view all reports with no report ID (for example, ReportID=).

      • Review: In GraphWorx64 runtime, you can enter any value different from zero to trigger and execute a report review, which changes the report status from Waiting for Review to Waiting for Approval.

        rwx:[ReportPathAndName]/@@Review<@ReportID=0>

        To subscribe to the tag, enter a valid report ID (for example, ReportID=22).

      • Approve: In GraphWorx64 runtime, you can enter any value different from zero to trigger and execute a report approval, which changes the report status from Waiting for Approval to Completed and changes the Approval state from NotApproved to Approved.

        rwx:[ReportPathAndName]/@@Approve<@ReportID=0>

        To subscribe to the tag, enter a valid report ID (for example, ReportID=22).

      • ReviewReport/ApproveReport: These methods are available for use remotely by GraphWorx64 and can be called via code by a client.

        rwx:[ReportPathAndName]\ReviewReport or rwx:[ReportPathAndName]\ApproveReport

Using Report Workflows

To use a report workflow, do the following:

1. Open Report Manager by doing one of the following:

   • In the Start menu, open Reporting.

   • In GraphWorX64, click Runtime, and on the Runtime ribbon, click ReportWorx64.

2. In the Advanced filter section, do the following, as needed:

   1. In From and To, enter the date and time, using this format MM/DD/YYYY HH:MM:SS AM/PM, or click for assistance.

   2. In the Filter drop-down list, select the desired status (All, Completed, Queued, Running, Failed, Ignored, Waiting for Review, Waiting for Approval).

   3. Click Apply.

3. To review a report with a Waiting for Review status, do the following:

   1. Log in to Report Manager. You must be authorized to review the report.

   2. For the desired report with a Status of Waiting for Review, click the PDF button to save the report, click Save, and then click the button to open the report. Note the DRAFT watermark on the report.

   3. In the Action column for the reviewed report, click Review. Genesis64 changes the Status to Waiting for Approval.

4. To approve a report with a Waiting for Approval status, do the following:

   1. Log in to Report Manager. You must be authorized to approve the report.

   2. For the desired report with a Status of Waiting for Approval, click the PDF button to save the report, click Save, and then click the button to open the report.

   3. In the Action column for the approved report, click Approve. Genesis64 changes the Status to Completed, removes the DRAFT watermark, and if the report template was configured with a signature, adds the approval signature to the report.

See Also:

About Reports in the Workbench

Configurations

Reports