Reporting


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Reporting

Reporting is a very useful feature which can be used creatively to access knowledge fast and/or manage progress of work within maps in addition to the Pro Free Text Search capabilities.

You can report on different aspects of a map:

  • Diagrams
  • Activities
  • Resources
  • Attachments
  • Data tables

Reporting when combined with Data tables is a cornerstone of Business Analysis with Elements since you can apply a template of a Data Table to any number of activities and then report and filter against specific attributes and fields that are of interest to your current analysis activities. If you want a broader understanding of Business Analysis using this approach, see this free eBook. While primarily focused on Salesforce Admins, the principles and approaches apply to anyone looking to use Elements for business analysis.

You initiate a report from a diagram, as the report will run for “this diagram” or “this diagram and lower levels”.

Screen Shot 2016-04-20 at 13.06.33You select the reporting icon from the icon bar (between print and 1:1 zoom icons)   

The report runs in the background and when it is finished you will get a Notification

Screen Shot 2016-04-20 at 13.13.12

 

Open the report from the Notification (click on the report and it will open).  The report opens in a separate tab. In the report you can:

  • open the diagram referenced in the row
  • reorder columns
  • size columns
  • filter by column
  • sort by column
  • export to Excel  (XSLX file format)

Report

Once you run a report, it overwrites the previous report. More advanced reporting functionality will be available in Process Knowledge Professional later in 2017.

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