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I just want to report on K2 data, why is it so hard? :)

 

Had to abandon composite SmartObjects due to their poor design of retrieving all data first before applying filters, causing major performance issues.  But we're not supposed to query the K2 database directly.  So how the heck are we supposed to build reports on K2 data?  What am I missing?

 

For example, I have some requirements now to build a report on all submitted form data, and I also want to report on their workflows.  For example, "Start Date" and "Finish Date" of the Process Instance is available in the K2 database, albeit in different tables.  I despite the idea of adding steps in my workflows to manually populate this data when I know it resides in the K2 database.  Surely there must be some way?

Hi Victoria,


 


So, we do have a few options for reporting, depending on what version of K2 you are using, whether you integrate K2 with SharePoint, etc. 


 


You can do this via K2 Workspace:


https://help.k2.com/onlinehelp/k2blackpearl/UserGuide/4.7/default.htm#Resources/Projects/ReportingForK2/ReportingForK2Apps.htm%3FTocPath%3DTutorials%7CReporting%2520in%2520K2%7C_____0


 


You can do this via K2 for SharePoint:


https://help.k2.com/onlinehelp/K2ForSharePoint/UserGuide/4.7/default.htm#Reports/Reports.htm%3FTocPath%3DReport%7C_____0


 


Or you can create your own reports form via K2 Designer:


https://help.k2.com/onlinehelp/K2ForSharePoint/UserGuide/4.7/default.htm#Reports/UsingReports.htm%3FTocPath%3DReport%7C_____1


 


There are a few examples such as the Leave Request Tutorial or the Expense Claim Tutorial, that can help demonstrate this:


https://www.youtube.com/watch?v=KhKhyX7WYAI


 


Additionally, you can also use 3rd party apps like PowerBI, to create creative and colorful reports, on your smartobject data. More info on Reports here:


http://help.k2.com/onlinehelp/k2cloud/userguide/current/default.htm#reports/repoverview/report-overview.htm


 


I hope this helps!


 


Thanks,


Yiyang

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