Stages Documentation

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711:use_reports [2024/08/29 14:19] – created - external edit 127.0.0.1711:use_reports [2025/04/08 07:39] (current) – [Report Execution History] Weinlein, Thomas
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 ====== Use Reports ====== ====== Use Reports ======
  
-Stages has connected a report engine. With this report engine content that is modeled in Stages can be analyzed.+Stages contains a report engine that provides access to all process and project data managed in Stages.
  
-There are three types of reports:+Typical reports are:
  
   * Reports that analyze the modeled process   * Reports that analyze the modeled process
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 Stages already provides a set of [[:reports:start|Standard Reports]] that can be downloaded for free. Stages already provides a set of [[:reports:start|Standard Reports]] that can be downloaded for free.
 +
  
 ===== Run a Report ===== ===== Run a Report =====
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 Reports are global. Besides Administrative reports, reports usually analyze the content of the user's current workspace or the sub-workspaces. Reports are global. Besides Administrative reports, reports usually analyze the content of the user's current workspace or the sub-workspaces.
  
-If the report has Parameters these have to be set before the report can be executed.+From the report page, click **Run** to run the report. If the report has Parameters, these have to be set before the report can be executed.
  
-{{https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/reports_parameter.png?nolink&400x187}}+{{:711:reports_parameters.png?500&nolink}}
  
-After setting the parameter the report can be executed by clicking on "Run" or on the play button.+After setting the parameters and output format, the report can be executed by clicking on "Run" button. 
 + 
 +{{:711:reports_execution.png?500&nolink}}
  
-{{https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/reports_execute_1.png?nolink&500x448}} 
  
 ===== Export Report Results ===== ===== Export Report Results =====
  
-Reports results can be exported in different formats, for example Excel.+Report results can be in HTML, XLSX, and PDF formats. 
 + 
 +HTML is directly rendered on the result page; other file formats you can download by clicking the "Download" button. From the results page, you can also use the 3-dot context menu to export to a different format. 
 + 
 +{{:711:reports_download.png?500}} 
 + 
 + 
 +===== Report Execution History ===== 
 + 
 +As of Stages 7.11, the server saves the execution results from your personal report runs, displaying the history of up to 10 runs per report and process version. Each user sees only their own history. 
 + 
 +From the list, you can view the results again, refresh the results or run the report again, or export to another format. 
 + 
 +{{:711:report-history-list.png?600|}}
  
-To export report results, click on the three dots in the right corner and choose the respective format.+Note:    
 +  * if the report script is updated, the saved results are deleted as they no longer match the report. 
 +  * report results are deleted after 100 days.
  
-{{https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/reports_export.png?nolink&500x272}} 
  
 +===== Report Background Execution =====
  
 +The Stages server limits the number of reports running in parallel. If that limit is reached, additional report requests will be queued until previous reports complete and then executed in the background. If your report is pending execution, your execution history will show the status as Scheduled. After your report runs, you can view the results from your execution history.