Thoughts On Our Reporting Offering

Current Solution

Currently we have 4 reporting solutions:

Proposed Solution

I think we should focus our efforts into 2 reporting solutions:

Basic Reporting

The Basic Reporting should be offered to Standard subscription clients. It should become a new product. It should merge the Simple Reporting and the Advanced Dashboards into 1 product, Basic Reporting.

It should allow the creation of new reports, just like we do today in the Simple Reporting. We should also add back the functionality that we had in the 2.x which allowed users to create report tables based on grids. In addition, we should also support other data types that we have, such as arrays and files. This will enable list reporting for single tables, as we have it today.

We should also be able to generate an Advanced Dashboard from the data of the Simple Report and from a single, unified interface - Basic Reporting interface.

This would be in addition to the other canned reports that the Advanced Dashboards currently provide. I don't see any reason to take that functionality away, excluding the custom sql queries. I think that we should remove that from the Basic Reporting and only allow that in the Advanced Reporting.

Advanced Reporting

The Advanced Reporting solution should only be offered to Corporate and Enterprise subscription clients. It should become a new product, based on the Core Reports plugin.

It will work in much the same way as is described for the Basic Reporting feature, except that the Advanced Reporting feature allows for much greater flexibility in terms of data reporting and aggregation and advanced functionality and features.

For example, it is now possible to join tables, including system tables to get very accurate and precise data. It is also possible to separate data based on security requirements.

In the same way that it should be possible to create Advanced Dashboards from the Basic Reporting feature, it should also be possible to create graphical data representations of the data created in the Advanced Reporting tool.

Additional Considerations

If we decide to use KendoUI, we should probably make that a standard for the reporting solution and use their graphical libraries for rending the graphical representation of the data for the Advanced Reporting suite.

Sales Pitch

Basic Reporting

ProcessMaker offers basic reporting functionality with the Standard subscription. With our Basic Reporting feature, users can create list reports for flat tables and graphical representations of process data.

Advanced Reporting

ProcessMaker offers advanced reporting functionality with Corporate and Enterprise subscriptions. With our Advanced Reporting suite, users can create reports based on complex data sets and create useful graphical representations of the data sets created through the advanced data wizard.