In SocrateCloud, the Reports and Processes are, from a technical point of view, the same entity. Both can have a pre-process, such as the selection parameters, and both have a result. For a user, however, these are seen as different entities, as they are separated by distinct icons. Adding new reports and processes is done in the Report & Process window, found in the Application Dictionary menu.
In order to define a report, you need to fill in the following fields:
Name: Enter the name. This will appear both in the report's title and in the menu tree;
Description and Comment: the data entered here will be displayed in the confirmation window that will appear when accessing the report. This represents a good way of providing information regarding the utility of the report;
Active: select this checkbox to indicate that the report is active;
Entity Type: select the entity from the list;
Data Access Level: select a value from the list for the automatic generation of role security;
Report: select this checkbox to indicate the type of the new record. By selecting this, the Report icon and the fields necessary for the definition of the report will be displayed;
Report View: select the view from the list;
Direct print: select this checkbox if you want the report to be automatically printed;
Print Format: - you may also select a print format.
The Parameter tab is where you define the report parameters. The fields available for selection can be seen in the view selected on the master. Any parameter that is used to generate a report is printed in the top area of the report.
starting with v17.02 it is mandatory to select a system element when defining a parameter. Uncheck Centrally Maintained if alternative filed names and translations are desired;
A process can be defined similarly to a report, only you need to deselect the Report checkbox.
Furthermore, you need to fill in the Classname and Procedure fields. By selecting the Server Process field, you will only be able to run the new process on the server.
The Workflow field is used when the defined process is generated by pressing a button inside a window (e.g. the Complete button on a document).
Just like the reports, the processes can also have running parameters.