Introduction

The K2 Platform utilizes Report Definition Language (RDL) files to import Reports created in Microsoft Visual Studio 2005 into the K2 Workspace Report Designer and to export reports created within the Report Designer to Visual Studio. Standard Reports consist of pre-defined reports that provide status and statistical data on workflow processes. This example shows how to extend the standard reports with Reporting Services.

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How to extend reports with Reporting Services

Standard Reports (Drill Down)

In this section, we will explore the built in reports with K2 blackpearl.
 
1.      In the K2 Workspace, click on Reports > Report Designer

2.      In the left hand navigation, use the tree view to browse to Public Folder > Workflow Reports > Standard Reports > Process Overview
 
 [Figure 1. The Report Designer showing the Standard Reports location in the public folder]
 
3.      The Process Overview report displays the list of processes. By clicking on the Process Name you can drill down into each of the instances.
 
[Figure 2. The Report Viewer displaying the Process Overview report]

4.      After drilling into the instances, you can browse into activity details by clicking on the Process Folio for a specific instance.
 

Creating a Report using the K2 Workspace Report Designer and Publishing to Reporting Services

In this section, we will create a report using the K2 Workspace Report Designer.
 
1.      In the K2 Workspace, click on Reports > Report Designer

2.      Click on the Create Report button

3.      After you give the report a name and choose which type (Tabular, Summary, or Matrix), click Next

[Figure 3. The Report Designer tool in K2 Workspace]
 
4.      On the Data Source page, select the process or SmartObject to use as a Data Source, then click Next

[Figure 4. Selecting a Data Source in the Report Designer]

5.      On the Data Layout page, drag and drop the fields you want to report on from the Data Source you chose on the previous page

[Figure 5. Data Layout page in the Report Designer]
 
6.      On the next few pages of the Report Designer, you can perform some optional formatting, such as summarizing data, applying filters, and formatting. When you have Finished designing the report, click on Publish my report to publish the report to Reporting Services

[Figure 6. Finishing options in the Report Designer]
 
7.      You will be asked for a category to save the report to, select the category and click OK

[Figure 7. Saving a report to the category system]
 
 
8.      After publishing the report, it will be available on the Reporting Services website

[Figure 8. The SQL Server Reporting Services web site]

9.      Double click on the Reporting folder to find your newly published report

[Figure 9. Published reports from K2 Workspace are located in the Reporting folder]
 
 
10.   Click on the report title you want to extend. To export the RDL, click on the Edit link under the Properties tab > General tab > Report Definition section
[Figure 10. The report definition properties, with the Edit link highlighted]
 
11.   When prompted, Save  the RDL file. Be sure to save it in a location where you can find it easily.
 
[Figure 11. File Download dialog]
 

Extending a Report in Visual Studio 2005

In this section, we will take the exported report from K2 Workspace Report Designer, and customize the report with a footer section and a chart.
 
1.      Open Visual Studio 2005

2.      Click on File and select New > Project

3.      Create a new Report Server Project

4.      When the new project opens, right click on Reports in the Solution Explorer and select Add | Existing item and browse to the RDL file
 
[Figure 12. The RDL file open in Visual Studio 2005]
 
5.      Right-click on the Design Canvas and add a Page Footer

[Figure 13. The report layout with a Page Footer section]
 
6.      From the Toolbox, drag and drop a Chart object onto the Page Footer section

[Figure 14. Adding a Chart object to the Design Canvas]
 
7.     Open the Datasets window, and drag and drop the data onto the chart

[Figure 15. Using data from the Report Dataset in the chart]
 
 
8.      Click on the Preview tab to view your changes and preview the output
 
[Figure 16. Previewing the report]
 
9.      Save your changes to the RDL (File > Save)
 
10.      To export your modified report to Reporting Services, choose Build > Deploy to deploy the report project to Reporting Services
 
11.      Now that the updating RDL is in Reporting Services, you can now Import from Reporting Services in theK2 Workspace (on the Reports > Report Designer home page)
 
[Figure 17. The Import from Reporting Services button on the Report Designer home page]
 
 
12.      In the Import Reports dialog, browse through the Reporting Services tree until you find your updated report

13.   Click and drag the updated report to the Public Folder in the Save to Category System section on the right

[Figure 18. The Import Reports dialog showing the Reporting Services tree and the Category System in K2 workspace]