Producing business process report with report writer

1. Download the project Simple Post Office.vpp attached with this tutorial.
2. Start BP-VA.
3. Open Simple Post Office.vpp in BP-VA.
4. We will write a report for the parcel picking process modeled in a business process diagram in this project. Let's checkout what was modeled. Open BPD Parcel Collection and read through the diagram.
   The process involves the interaction between the parcel owner and post office officer, represented by two pools. It starts from the parcel owner who supply the tracking ID and identification. The officer then lookup the parcel. If the parcel is ready, he/she prints out the delivery slip and let the owner pickup the parcel.
5. Select task Supply Tracking ID and Identification, which is the first task within the process. At the bottom of diagram you can see the procedure defined for this task. All tasks in the BPD have procedure defined. You may take a look at other tasks, too.
   
6. We will write a report in the structure as shown in the following image. Let's take a look:
   
7. Now, select Tools > Report > Report Writer... from the main menu.
8. In the Report Engine Installation dialog box, keep the option Download from the Internet selected and click OK. If you have already downloaded and installed report engine, you can skip this step.
   
9. Let the download run itself. When completed, click Close to continue with validation and installation. After the installation, click Close to start the report writer. Note that it takes some time to start report writer the first time. Be patient and wait for the Templates dialog box to appear.
10. In the Templates dialog box, enter the following information:
    

    Field	Value
    Company Name	The post office
    Report Name	Parcel Collection Process Report
    Report Type	Process Report
    Object Name
    Issue No.	A-001

11. Select Lotus to be the document theme and click OK to continue.
    
12. A new report is created with fields like company name, report name, report type, object name and issue number pre-set.
    
    

    Region	Description
    1	The menu bar where all the functions can be found and triggered.
    2	The toolbar where common functions can be triggered.
    3	The Diagram Navigator / Model Explorer where project data are listed.
    4	The template pane where template are listed according to the selection in Diagram Navigator / Model Explorer.
    5	The editing document.

13. Scroll down the document to the final page, where we want to start writing our report.
14. We want to first create a diagram image of the BPD. Select the BPD Parcel Collection in Diagram Navigator.
    
15. The template pane is updated with all the templates you can create for a BPD listed. Press on the template Business Process Diagram. Drag to the report and drop below the report name.
    
16. We want to list the shapes on the diagram. Select the template Children. Again drag and drop to the report, below the image.
    
    Up to now the report should look like this:
    
17. Move on to the tasks. We want to report the tasks' procedures. Let's start from task Supply Tracking ID and Identification. Select it in Diagram Navigator. Then, select Basic Information in the template pane.
    
18. Drag and drop Basic Information to report, below the Children table just created. Then report should look like this:
    
19. Select template Procedures. Drag and drop below Basic Information. The report should look like this:
    
20. Repeat steps 17 to 19 on the remaining tasks in BPD. Finally, the report should look like this:
    
21. Click on the Save Report button in toolbar. This is the end of the tutorial.
    

Resources

1. Simple Post Office.vpp

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1. Design and generate business process report