Creating Custom Reports with Report Design Tools This learning module describes how to create custom reports against K2 SmartObjects with K2 tools and third-party tools. It also describes how to expose and use SSRS reports as K2 SmartObjects300.UKY Version:1 Revision:1 Duration: 1 hour to 2 hours, depending on the optional topics covered SourceCode Technology Holdings, Inc. All Rights ReservedModule prerequisites and target audience q Target Audience Power Users with report-building experience .NET developers, System Architectsq Prerequisite knowledge 100.SYD K2 SmartObjects Fundamentals 200.BRU K2 Workspace Reporting (optional)q Prerequisite knowledge for optional topics SQL Server Reporting Services and Business Intelligence Studio (optional) Using Microsoft Excel PowerPivot (optional)q Compatibility K2 blackpearl V 4.5 update 1420 or laterq Scope K2 custom report designer (K2 Workspace) Using SmartObjects in SSRS reports Exposing SSRS reports as SmartObjects Consuming SmartObjects in PowerPivotSmartObjects: ReviewStandard K2 Workflow Reports: Reviewq Accessed via K2 workspace and K2 Process Portalsq Standard Workflow Reports Activity Statistics Process Information Process Overview Process Statistics User Performanceq Limitations Business data is not included in the reports Report layout and style is limited to the available configuration options Cannot export the raw data for further processingGeneric Workflow Reporting SmartObjectsq All the data used in the standard K2 workflow reports is also exposed through K2 SmartObjects q Use these SmartObjects to create customized reports for any workflowSpecific Workflow Reporting SmartObjectsq Enable Workflow Reporting SmartObjects and select the activities/events to exposeq The resulting SmartObjectsCustom Reports in K2q SmartObjects are the data source for custom K2 reportsq Combine data from different systems into a single reportE.g. combine workflow reporting data with business dataq Custom Reporting Technologies K2 Workspace Report Designer Third-party designers like Visual Studio 2008 and Report Designer ADO/REST/WCF consumers e.g. Excel PowerPivot, Visio Services, SharePoint BCS UI tools (e.g. smartforms, InfoPath, ASP.NET)q Consuming Reports Run custom reports in K2 Workspace Import existing SSRS reports into K2 Workspace (configuration required) Deploy custom reports to a SSRS-enabled SharePoint environment or SSRS server Expose SSRS reports as K2 SmartObjects and use them anywhereThe K2 Workspace Report Designer (1/2)The K2 Workspace Report Designer (2/2)q Authorized users can create Tabular, Summary or Matrix reports q Any SmartObject can be used as the data source for the report q You may combine data from Associated SmartObjects on the same report q You can optionally Summarize, Filter and Style the report q Reports are saved to the category system and can be run by any user who has access to the Report Designer q Can edit existing report definitions q You can import reports from an existing SSRS environment (requires additional configuration)LAB 1: Creating a custom report in the K2 Workspace Report DesignerIn this lab exercise you will use the custom report design tool in K2 Workspace to create a custom report. 20 minutesBusiness Intelligence Studio/Report Designer (SSRS)q The SourceCode ADO.NET provider can act as a data source for SSRS reportsq Developers can create custom reports by registering the SOURCECODE provider in Visual Studio 2008q Designers can use Report Designer 3.0 and reference an existing SOURCECODE data source in a SSRS environmentq SSRS Reports can be published to SSRS or SharePoint or rendered in custom UIs q Note: Report design tools and report servers may require additional configuration and may not be supported by K2(Optional Topic)LAB 2: Creating a custom BI report in Visual Studio (Optional)In this lab exercise you will use Visual Studio to create a custom SSRS report which uses SmartObject data.(This lab is optional for participants that do not use SSRS)20 minutesExposing SSRS reports as K2 SmartObjectsq K2 provides a SmartObject broker for SSRS 2005/2008 Create a service instance for a specific SSRS server Create SmartObjects for selected reports and execute “Export” methods(Optional Topic)LAB 3: Exposing and consuming a SSRS report as a SmartObject (Optional)In this lab exercise you will learn how to expose a SSRS report as a SmartObject and then use the SmartObject in a workflow. 20 minutes(This lab is optional for participants that do not use SSRS)Consuming K2 SmartObjects in other third- party reporting applicationsq Excel PowerPivot SmartObject REST services can be a data source in Excel PowerPivot Can join data from multiple SmartObjects and “slice/dice” as required Save workbook locally or publish it to SharePointq Visio Services Consume SmartObjects exposed as SharePoint lists or through a cus