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<p>Low-code designer &gt; <a href="report.html">Report</a> / Report customization example</p>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Report customization example</span></h1>
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<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">Let's consider combining different types of sources in a report, as well as using the available ways of binding them together.</p>
<h2 class="p_Heading2"><span class="f_Heading2">Example of binding the App—App type sources</span></h2>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">As an example, consider the <span style="font-weight: bold;">Order Register</span> report, which is built from aggregated data stored in three different apps: <span style="font-weight: bold;">Orders</span>, <span style="font-weight: bold;">Contracts</span>, and <span style="font-weight: bold;">Invoices</span>.</p>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">The apps are filled with data according to the following principle: when creating an order, a contract and a client are specified. After the agreement of the contract, an invoice is added to its page. Several invoices can be issued for one contract.</p>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">The report table displays the following data from the three apps:</p>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Order.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Contractor.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Contract for order delivery.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Total amount of invoices under the contract.</li></ul>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="brix-report-01" width="840" height="479" style="margin:0;width:840px;height:479px;border:none" src="brix-report-01.png"/></p>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">Let's examine how to create a report and combine information from three apps.</p>
<h3 class="p_Heading3"><span class="f_Heading3">Create a report on app data</span></h3>
<p style="line-height: 1.28; margin: 0 0 11px 0;">To customize the report, follow these steps: </p>
<ol style="list-style-type:upper-roman">
<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><a href="create-report.html" class="topiclink">Create a report</a> named <span style="font-weight: bold;">Order Register</span> and go to the <a href="set-report-sources.html" class="topiclink">source settings</a>.</li><li value="2" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Click <span style="font-weight: bold;">+ Data Source</span> and add three apps from different workspaces of the system: <span style="font-weight: bold;">Contracts</span>, <span style="font-weight: bold;">Orders, </span>and <span style="font-weight: bold;">Invoices</span>.</li></ol>
<ol style="list-style-type:upper-roman" start="3">
<li value="3" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><a href="set-report-sources.html#set-table-columns" class="topiclink">Add columns to the table</a> by selecting fields from the sources. To <a href="report-export.html" class="topiclink">export data from the report</a>, set the column codes so that they do not match each other:</li></ol>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Orders</span>. <span style="font-weight: bold;">Name</span> and <span style="font-weight: bold;">Contractor</span> fields.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Contracts</span>. <span style="font-weight: bold;">Name</span> field.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Invoices</span>. The <span style="font-weight: bold;">Amount</span> field with the <span style="font-weight: bold;">Aggregation</span> <span style="font-weight: bold;">&gt;</span> <span style="font-weight: bold;">Amount</span> option. Using the aggregation option, the table will display not the value specified in the card of each invoice, but the sum of all invoices issued under one contract.</li></ul>
<ol style="list-style-type:upper-roman" start="4">
<li value="4" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Specify <a href="set-report-sources.html#additional-settings" class="topiclink">additional table settings</a>: set the column order and the time of data refreshing in the report. </li></ol>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">Then we need to set the conditions for selecting data from the three apps and combine them in the report table. To do this, let’s bind the sources. </p>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">Considering the context particularities of the sources, the following ways of binding can be applied:</p>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Common field of the same type in the <span style="font-weight: bold;">Orders</span> and <span style="font-weight: bold;">Contracts</span> sources.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Field of the App type and Identifier property for <span style="font-weight: bold;">Contracts</span> and <span style="font-weight: bold;">Invoices</span>.</li></ul>
<h3 class="p_Heading3"><a id="same-fields" class="hmanchor"></a><span class="f_Heading3">Bind sources by common fields of the same type</span></h3>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">The report displays the corresponding contract for each order. For this purpose, in the settings, we will combine the <span style="font-weight: bold;">Orders</span> and <span style="font-weight: bold;">Contracts</span> apps.</p>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">The <span style="font-weight: bold;">Company</span> field of the <span style="font-weight: bold;">App</span> type has been added to both apps. When creating an order and a contract, the contractor is specified in this field. It is this property that will be the unifying field for binding the sources in the report.</p>
<ol style="list-style-type:upper-roman">
<li value="1" style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Make sure that the <span style="font-weight: bold;">Company</span> field of the <span style="font-weight: bold;">App</span> type has been created on the <span style="font-weight: bold;">Contracts</span> and <span style="font-weight: bold;">Orders</span> app forms. Enable the <span style="color: #0000ff;"><a href="360028941112.html#searchandsortbyfield" class="topiclink">search and sort</a></span> option for it in the form settings of each source.</li><li value="2" style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">On the report source settings page, click <span style="font-weight: bold;">Bind Data Sources</span>.</li><li value="3" style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Fill in the data in the binding settings:</li></ol>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Specify the first and second sources: <span style="font-weight: bold;">Orders</span> and <span style="font-weight: bold;">Contracts</span> apps.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Select the field for binding: <span style="font-weight: bold;">Company</span>.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Set the binding type: <span style="font-weight: bold;">Ignore all empty cells</span>. The table will include only those orders in which the contract and the contractor are specified.</li></ul>
<p style="line-height: 1.28; margin: 0 0 11px 34px;"><img alt="brix-report-02" width="900" height="583" style="margin:0;width:900px;height:583px;border:none" src="brix-report-02.png"/></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">In our example, let’s consider the result of data merging when selecting other types of binding: </p>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Ignore empty cells on the left</span>. Records with a filled in binding field are selected from the first source app. In the example, the table will include only those orders in which the company is specified, as well as all contracts.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Ignore empty cells on the right</span>. Records with a filled in binding field are selected from the second source app. In the example, the table will include only those contracts in which the company is specified, as well as all orders.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Full</span>. All records from the <span style="font-weight: bold;">Orders</span> and <span style="font-weight: bold;">Contracts </span>apps will be displayed in the table.</li></ul>
<ol style="list-style-type:upper-roman" start="4">
<li value="4" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Save the created binding. </li></ol>
<h3 class="p_Heading3"><a id="different-fields" class="hmanchor"></a><span class="f_Heading3">Bind sources by App—Identifier fields</span></h3>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">To improve data sorting, let’s display the sum of all invoices issued under a certain contract in the <span style="font-weight: bold;">Order Register</span> report. To do this, bind the <span style="font-weight: bold;">Contracts</span> and <span style="font-weight: bold;">Invoices</span> sources using the <span style="font-weight: bold;">App</span><span style="font-weight: bold; color: #4d5156; background-color: #ffffff;">—</span><span style="font-weight: bold;">Identifier</span> binding type.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">If on the form of source <span style="font-weight: bold;">A</span>, there is a field of the <span style="font-weight: bold;">App</span> type referring to source <span style="font-weight: bold;">B</span>, the binding can be configured by this field and the <span style="font-weight: bold;">Identifier</span> system property of source <span style="font-weight: bold;">B</span>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">Let’s take a closer look at how sources are combined in such settings. Each app item has a unique code. It is assigned when the item is created and is stored in the <span style="font-weight: bold;">Identifier</span> system field. When an app <span style="font-weight: bold;">B</span> record is specified in the app <span style="font-weight: bold;">A</span> item page, these items are bound together.</p>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">When generating a report, matches between the records of two sources are identified. The identifier for the app <span style="font-weight: bold;">A</span> item will be used to find the app <span style="font-weight: bold;">B</span> item specified on its page. In the report table, the related records will be displayed.</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;">In our example, when creating an invoice, the order is selected in the <span style="font-weight: bold;">App</span> type field on its form. You can customize the binding as follows: </p>
<ol style="list-style-type:upper-roman">
<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">For the Contract field on the Invoices app form, enable the <a href="360028941112.html#searchandsortbyfield" class="topiclink">search and sort</a>. For the <span style="font-weight: bold;">Identifier</span> system field, the option is enabled by default. </li><li value="2" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">On the report source settings page, click the <span style="font-weight: bold;">Bind Data Sources</span> button.</li><li value="3" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Fill in the data in the binding settings:</li></ol>
<ul style="list-style-type:disc">
<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Specify the first and second sources: <span style="font-weight: bold;">Invoices</span> and <span style="font-weight: bold;">Contracts</span> apps.</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Select the field for binding. For the <span style="font-weight: bold;">Invoices</span> source specify the <span style="font-weight: bold;">Contract</span> field, for the <span style="font-weight: bold;">Contracts </span>app, specify the <span style="font-weight: bold;">Identifier</span> field.</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Set the binding type: <span style="font-weight: bold;">Ignore all empty cells</span>. The table will only take into account the amount of those invoices where the contract is specified.</li></ul>
<p style="line-height: 1.28; margin: 0 0 11px 34px;"><img alt="brix-report-03" width="939" height="606" style="margin:0;width:939px;height:606px;border:none" src="brix-report-03.png"/></p>
<ol style="list-style-type:upper-roman" start="4">
<li value="4" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"> Save the created binding. </li></ol>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">The <span style="font-weight: bold;">Source Settings</span> page with the set parameters will look as follows:</p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="cust_report_03" width="869" height="535" style="margin:0;width:869px;height:535px;border:none" src="cust_report_03.png"/></p>
<ol style="list-style-type:upper-roman" start="4">
<li value="5" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><a href="bind-report-apps.html#debug-report" class="topiclink">Debug</a> the report to check if the specified source combination is correct.</li><li value="6" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Save the settings on the page.</li></ol>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">The result of combining the <span style="font-weight: bold;">Orders</span>, <span style="font-weight: bold;">Contracts</span>, and <span style="font-weight: bold;">Invoices</span> apps by two conditions will be displayed in the report table. In the table, you can view a certain order, the contract created for it, and the sum of all invoices specified in the contract.</p>
<h2 class="p_Heading2"><span class="f_Heading2">Example of binding the App—Process type sources</span></h2>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">In a report, you can combine the context of a business process and the app with the items of which it is run. For example, you can create a <span style="font-weight: bold;">CRM Tasks Report</span>. The sources of the report are the <span style="font-weight: bold;">Call</span> system process and the <span style="font-weight: bold;">Deals</span> and <span style="font-weight: bold;">Companies</span> apps.</p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">When a task of the <span style="font-weight: bold;">Call</span> type is created on a deal or company page, a process instance is launched. During the process, the task to call a client is assigned to the responsible user.</p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">The report table displays properties from the business process context:</p>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Name of the created instance.</li><li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Associated item.</li><li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Task executor.</li><li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Task end date.</li></ul>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="cr5" width="979" height="437" style="margin:0;width:979px;height:437px;border:none" src="cr5.png"/></p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">Let's consider creating and customizing the report.</p>
<h3 class="p_Heading3"><span class="f_Heading3">Create a report on process and app data</span></h3>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">Follow the steps below to customize the report:</p>
<ol style="list-style-type:upper-roman">
<li value="1" style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="color: #0000ff;"><a href="create-report.html" class="topiclink">Create a report</a></span> called <span style="font-weight: bold;">CRM Tasks Report</span> and go to <span style="color: #0000ff;"><a href="set-report-sources.html" class="topiclink">source settings</a></span>.</li><li value="2" style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Click <span style="font-weight: bold;">+ Data Source</span> and add <span style="font-weight: bold;">Call</span> system process, <span style="font-weight: bold;">Deals</span> and <span style="font-weight: bold;">Companies</span> apps.</li><li value="3" style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="color: #0000ff;"><a href="set-report-sources.html#set-table-columns" class="topiclink">Add table columns</a></span> by selecting fields from the <span style="font-weight: bold;">Call</span> source:</li></ol>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Name</span>.</li><li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Associated item</span>.</li><li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Executor</span>.</li><li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Complete by</span>.</li></ul>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">The specified fields are added to the system process by default. You can change the context of CRM tasks, add any custom fields, and then display them in the report. Read more in the <span style="color: #0000ff;"><a href="configure-crm-task-page.html" class="topiclink">Customize CRM task pages</a></span> article.</p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">Now, let’s combine the data in the report. To do this, you need to separately bind the <span style="font-weight: bold;">Call</span> source process to the <span style="font-weight: bold;">Deals</span> and <span style="font-weight: bold;">Companies</span> source apps. The binding is done using the <span style="font-weight: bold;">Arbitrary App</span><span style="font-weight: bold;">—</span><span style="font-weight: bold;">Identifier</span> type.</p>
<h3 class="p_Heading3"><span class="f_Heading3">Bind sources by Arbitrary App—Identifier fields</span></h3>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">The principle of binding sources of the <span style="font-weight: bold;">Arbitrary App</span><span style="font-weight: bold;">—</span><span style="font-weight: bold;">Identifier</span> type is similar to the <a href="report-use-case.html#different-fields" class="topiclink">App—Identifier</a> one.</p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">The <span style="font-weight: bold;">Call</span> process can be run on several apps of the system. To specify an item in the process context, a field with the <span style="font-weight: bold;">Arbitrary App</span> type is required. It will be used in the report as the first source binding field.</p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">The item associated with each process instance must be identified and displayed in a table. For this purpose, the <span style="font-weight: bold;">Identifier</span> system property, i.e., the unique item code, serves as the binding field for the second source.</p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">Let’s bind the process with each app. This is done in the same way:</p>
<ol style="list-style-type:upper-roman">
<li value="1" style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">On the source settings page, click the <span style="font-weight: bold;">Bind Data Sources</span> button.</li><li value="2" style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Fill in the data in the settings:</li></ol>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Specify the first and second sources: the <span style="font-weight: bold;">Call</span> process and the <span style="font-weight: bold;">Deals</span> app.</li><li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Select the fields for binding. For the <span style="font-weight: bold;">Call</span> source specify the <span style="font-weight: bold;">Associated item</span> field, for the <span style="font-weight: bold;">Deals</span> app specify the <span style="font-weight: bold;">ID</span> field.</li><li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Set the data binding condition: <span style="font-weight: bold;">Ignore empty cells on the right</span>. The table will display only the process instances launched on the deal.</li></ul>
<p style="text-align: justify; text-indent: -24px; line-height: 1.28; margin: 0 0 11px 58px;"><img alt="report-use-case-7" width="604" height="540" style="margin:0;width:604px;height:540px;border:none" src="report-use-case-7.png"/></p>
<ol style="list-style-type:upper-roman">
<li value="3" style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Save the created binding.</li><li value="4" style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">In the same way, add a binding between the <span style="font-weight: bold;">Call</span> process and the <span style="font-weight: bold;">Companies</span> app.</li></ol>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">The page with configured sources and bindings will look as follows:</p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;"><img alt="report-app-use-case-8" width="823" height="508" style="margin:0;width:823px;height:508px;border:none" src="report-app-use-case-8.png"/></p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">You can view the report in <span style="color: #0000ff;"><a href="bind-report-apps.html#debug-report" class="topiclink">debugging</a></span> mode before saving it.</p>
<ol style="list-style-type:upper-roman">
<li value="5" style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Save the settings on the page.</li></ol>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">As a result of combining the <span style="font-weight: bold;">Call</span> process with the <span style="font-weight: bold;">Deals</span> and <span style="font-weight: bold;">Companies</span> apps in the report, the table will display the task to call a customer, the associated item, the responsible manager, and its due date.</p>
<h2 class="p_Heading2"><span class="f_Heading2">Example of binding the Process—Process type sources</span></h2>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">You can display data from multiple business processes in a report by binding them using properties from their context. The values of the properties in the report table can be filled in as tasks are performed in the process.</p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">Let’s consider binding the <span style="font-weight: bold;">Deal Processing</span> and <span style="font-weight: bold;">Order Placement</span> processes in the report <span style="font-weight: bold;">Order Statistics</span>.</p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">Suppose a company has a work order when users add a deal and start the process of its processing. In its course, the manager determines the customer’s need and works on their nurturing. The manager also creates a sales proposal, which is stored in the process in the <span style="font-weight: bold;">App</span> type property.</p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">When the customer is ready to buy, the manager runs the <span style="font-weight: bold;">Order Placement</span> process. During this process, the order is created and goes through all stages of processing. A sales proposal added for the deal is attached to each order, as well as a package of additional documents is formed: contract, additional agreements, and invoices. In the process, all documents are added to the <span style="font-weight: bold;">Arbitrary</span> <span style="font-weight: bold;">App</span> type property as separate items.</p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">In the <span style="font-weight: bold;">Order Statistics</span> report table, you can combine two business processes and display properties from their context:</p>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Deal.</li><li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Sales proposal.</li><li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Order.</li><li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Contract.</li></ul>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">The details of the deal and order are filled in during the execution of the processes, so the data will be added to the report table step by step.</p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;"><img alt="report-use-case-9" width="968" height="384" style="margin:0;width:968px;height:384px;border:none" src="report-use-case-9.png"/></p>
<h3 class="p_Heading3"><span class="f_Heading3">Create a report based on data from two processes</span></h3>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">To customize the report, follow the steps:</p>
<ol style="list-style-type:upper-roman">
<li value="1" style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="color: #0000ff;"><a href="create-report.html" class="topiclink">Create a report</a></span> called <span style="font-weight: bold;">Order Statistics</span> and go to the <span style="color: #0000ff;"><a href="set-report-sources.html" class="topiclink">source settings</a></span>.</li><li value="2" style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Click <span style="font-weight: bold;">+Data Source</span> and add the <span style="font-weight: bold;">Deal Processing</span> and <span style="font-weight: bold;">Order Placement</span> processes.</li><li value="3" style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Add columns to the table:</li></ol>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">For<span style="font-weight: bold;"> Deal Processing</span> process, select the <span style="font-weight: bold;">Deal</span> and <span style="font-weight: bold;">Sales proposal</span> fields.</li><li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">For<span style="font-weight: bold;"> Order</span> <span style="font-weight: bold;">Placement</span> process, select the <span style="font-weight: bold;">Orders</span> and <span style="font-weight: bold;">Contract</span> fields.</li></ul>
<p style="line-height: 1.28; margin: 0 0 11px 0;">The source processes are then combined using the same sales proposal from their instances. The binding <span style="font-weight: bold;">App</span><span style="font-weight: bold;">—</span><span style="font-weight: bold;">Arbitrary App</span> method is used.</p>
<h3 class="p_Heading3"><span class="f_Heading3">Bind sources by App—Arbitrary app fields</span></h3>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">In the <span style="font-weight: bold;">Deal Processing</span> process, a <span style="font-weight: bold;">Sale proposal</span> app item is created and added to the deal form in a property of the <span style="font-weight: bold;">App</span> type. This property will serve as a binding field from the first source.</p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">In the <span style="font-weight: bold;">Order Placement</span> process, the items of the <span style="font-weight: bold;">Contracts</span>, <span style="font-weight: bold;">Invoices</span>, and <span style="font-weight: bold;">Additional Agreements</span> apps are created. Together with the sales proposal, all these documents are stored in the process context in the <span style="font-weight: bold;">Order</span> <span style="font-weight: bold;">documents</span> property of the <span style="font-weight: bold;">Arbitrary app</span> type. This will be used in the report as a binding field from the second source.</p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">Based on the sales proposal specified in the process, the corresponding order will be identified in the report table for each deal.</p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">To configure the binding of the two source processes, follow these steps:</p>
<ol style="list-style-type:upper-roman">
<li value="1" style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">On the source settings page, click <span style="font-weight: bold;">Bind Data Sources</span>.</li><li value="2" style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Fill in the data in the binding settings:</li></ol>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Specify the first and second source processes: <span style="font-weight: bold;">Deal Processing</span> and <span style="font-weight: bold;">Order Placement</span>.</li><li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Select fields for binding. For the <span style="font-weight: bold;">Deal Processing</span> source specify the <span style="font-weight: bold;">Sales proposal</span> field, for the <span style="font-weight: bold;">Order Placement</span> source specify the <span style="font-weight: bold;">Order documents</span> field.</li><li style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Set the condition of data binding: <span style="font-weight: bold;">Ignore empty cells on the right</span>. All instances of the <span style="font-weight: bold;">Deal Processing</span> process will be included in the report, even if no order has been placed for a certain deal yet.</li></ul>
<p style="text-align: justify; text-indent: -24px; line-height: 1.28; margin: 0 0 11px 58px;"><img alt="report-use-case-10" width="550" height="496" style="margin:0;width:550px;height:496px;border:none" src="report-use-case-10.png"/></p>
<ol style="list-style-type:upper-roman">
<li value="3" style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Save the created binding.</li></ol>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">The source settings page will look as follows:</p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;"><img alt="report-use-case-11" width="914" height="459" style="margin:0;width:914px;height:459px;border:none" src="report-use-case-11.png"/></p>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">In <span style="color: #0000ff;"><a href="bind-report-apps.html#debug-report" class="topiclink">debugging mode</a></span>, you can see how the customized report will look like.</p>
<ol style="list-style-type:upper-roman">
<li value="4" style="text-align: justify; line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Save the settings on the page.</li></ol>
<p style="text-align: justify; line-height: 1.28; margin: 0 0 11px 0;">As a result, the <span style="font-weight: bold;">Order Statistics</span> report will display links to the app items created during the <span style="font-weight: bold;">Deal</span> <span style="font-weight: bold;">Processing</span> and <span style="font-weight: bold;">Order Placement</span> processes. From the table, you can navigate to the page of a deal, order, sales proposal, and contract. The data will be added as the processes are executed.</p>
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