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Reporting Training

Mar 3, 2023 10:15:43 AM

Prerequisites: Intermediate Training
Approximate Length: 2 Hours


This course provides report designers with training on how to perform advanced Knowledge View operations to create filtered reports for common reporting. For advanced reporting operations, this course covers the use of Process Director’s built-in report writer, the Advanced Reporting Component, to create sophisticated reports and infographics using any information accessible from inside—and outside—of Process Director to create information-rich reporting and dashboard solutions.

Acquired Skills

  • Create and use parametrized Knowledge Views.
  • Run processes on Knowledge View results.
  • Export Knowledge View results to an Excel template.
  • Create and configure reports using the Advanced Reporting Component.

Designed For

  • Implementers who create complex reports

Topics Covered

Knowledge View Reporting
  • Using a Knowledge View in a Form to create a Report
  • Passing Knowledge View Filter Values
  • Knowledge View Parameters
  • Parameterization with a Business Value
  • Knowledge View URL Parameters
Exporting Knowledge Views
  • Exporting to CSV
  • Exporting to Excel
  • The Excel Template
Running a Process with Knowledge Views
  • Knowledge Views and Processes
  • Configuring and running a Knowledge View that invoked a process
Advanced Reporting Component
  • Creating a Report
  • Report Configuration
  • The Report Designer
  • Setting Report Properties
  • Adding Report Objects
  • Report Bands
  • Adding a Function to a Report
  • Adding Variables to a Report
Dale Franks

Written by Dale Franks

Dale Franks is the Business Solutions Manager for BP Logix, and is responsible for all Process Director training and documentation.

Learning Paths

Choose the Learning Path that aligns with your role:

Administrator Path
Implementation Manager
Implementer Path
Advanced Implementation Path
Process Director Path

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Visit the BP Logix Help Center to submit technical support requests, access Knowledge Base articles, download Process Director files, and engage with our community of users.

About BP Logix

BP Logix helps leaders in regulated industries transform the way they get work done with powerful digital process automation. Our award-winning, low-code platform, Process Director, helps businesses digitize and automate their most complex and unique processes – all while ensuring compliance at every step. 

We are trusted by major brands in regulated industries, including universities and colleges, Fortune 500 pharmaceutical and manufacturing companies, leading financial institutions, utility providers, healthcare organizations, and public sector entities.

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