Report on Business Objects Based on Lifecycle Status

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).

  1. Log in to the CSM Desktop Client.
  2. Select Tools > Reports > Report Manager.
  3. 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.
  4. Select Create New .
    The Report Wizard opens.
  5. Select Next. Accept the default for Cherwell Report Writer, and then select Next.
    The Business Object and Search Group page is shown.
  6. Select the Business Object you want to report on from the Business Object drop-down list if not already selected.
  7. Select the Search Group option and select the ellipsis.
    The Search Manager window opens.
  8. In the Association drop-down list, select your Business Object if it isn't already selected.
  9. Select to create a new stored search query.
  10. Enter a name and description and set the Search Type to your Business Object.
  11. Complete the Comparison Clause so that Lifecycle Stage Equals Stage 2 , select Save, and then OK.
  12. Select Next.
    The Select Fields for Report window opens.
  13. Select and add fields for [Name of Lifecycle] Status and [Name of Lifecycle] Stage.
  14. Select Next.
  15. Leave Calculated Fields blank, and select Next.
  16. Select and add any fields for sorting.
  17. Select Next.
  18. Leave Report Grouping blank, and select Next.
  19. 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.
  20. To run the report, log in to a CSM Client.
  21. In the CSM Desktop Client, select Tools > Reports > Report Manager.
    In the CSM Browser Client, select Reports> Report Manager.
  22. 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.

    If the Business Object has no status or no lifecycle associated with it, the expression returns no records.

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.