You can produce a report showing, for example, the number of open
Incidents within the Incident lifecycle and a breakdown of the current status
of each record.
This is an end-to-end example of the steps required to produce such a
report using either calculated fields or a search group.
Prerequisites: Ensure a lifecycle that was created using the
Business Object Lifecycle Editor is associated with the Business Object. See
Open the Lifecycle Editor.
Ensure some records are at (example: Stage 2).
- Log in to the
CSM Desktop Client.
- Select
.
- In the Object Manager, select the Major or Supporting Business
Object in the Object tree, and then select the
Edit Lifecycle task in the
Structure area.
The Lifecycle Editor opens showing the lifecycle.
- Select
Create New
.
The Report Wizard opens.
- Select
Next. Accept the default for
Cherwell
Report Writer, and then select
Next.
The
Business Object and Search Group page is shown.
- Select the Business Object you want to report on from the
Business Object drop-down list if not already
selected.
- Select the
Search Group option and select the
ellipsis.
The
Search Manager window opens.
- In the
Association drop-down list, select your
Business Object if it isn't already selected.
- Select
to
create a new stored search query.
- Enter a name and description and set the
Search Type to your Business Object.
- Complete the Comparison Clause so that
Lifecycle Stage Equals Stage 2
, select
Save, and then
OK.
- Select
Next.
The
Select Fields for Report
window opens.
- Select and add fields for [Name of Lifecycle]
Status and
[Name of Lifecycle] Stage.
- Select
Next.
- Leave
Calculated Fields blank, and select
Next.
- Select and add any fields for sorting.
- Select
Next.
- Leave
Report Grouping blank, and select
Next.
- Name your report, provide an optional header and/or footer and
select
Finish.
Your new report is created and opens in the Report Designer
where you can make layout changes.
- To run the report, log in to a
CSM
Client.
- In the
CSM Desktop Client,
select
.
In the
CSM Browser Client,
select
Reports> Report
Manager.
- Select the new report query and select
Run from the toolbar or right-click context
menu.
Your report shows you the records currently at Stage 2.
Note: If the Business Object has no status or no lifecycle associated
with it, the expression returns no records.
Tip: You can also report on lifecycle status using
calculated fields. See
Defining Calculated Fields for a Report .
When you reach step 15, add a calculated field and populate it with a valid
expression using the lifecycle status or stage.