Using a Flow to Source a Report

Last Updated: 01/04/2019 Introduced in Version: 5.0

Using a flow to source a report allows you to report on virtually any data source. A flow can make a web service call. Using a flow to source a Report makes it possible to use multiple data sources as well. Every time the Report is run, the flow executes and passes in the respective data.

 

Example 

Summary:

  • Create and Configure a Flow that GetsAll account users and set the Flow behavior.
  • Create a Report using information gathered in the flow.
  • Run the Report.

 

Steps

GetAll Step:  Integration > Internal Services > AccountService

End Step: On Flow designer

 

Get All Accounts Flow Example (Figure 1)

Figure 1

 

 

Create Flow and Set Flow Behavior

Begin by Creating and naming a Flow. In the Flow designer under the Settings section under Behavior Type choose Report Data Source Flow.

 

Figure 3

 

Configure the Steps

 

Get All Step

In the GetAll Step in the Outputs settings next to GetAll_Output choose Select From Flow and pick GetAll_Output. This step is retrieving all Account data.

Figure 4

 

End Step

Because we want our Report to use data passed in from this Flow, we need to configure the End Step to output data gathered in the Flow. To do this, click on the End step and in the Edit Step dialog, under Output, in the Data section select Show Editor.

 

In the Data Definitions editor configure the Output data. Name the Data and choose its type, check the Is List box to check for the array Accounts. Under Inputs section the GetAll_Output will auto Select From Flow (GetAll_Output).  

 

 

To verify the flow works, select  Debug located in the action panel at the top of the Flow designer. 

Figure 10

 

The debugger runs and displays the results.  The user can view the results either in the Diagram tab or the Data tab.  Additionally, the events that occurred during the flow execution are listed on the left.

Figure 11

Close the debugger to return to the Flow Designer save the Flow and close the Flow Designer. At this point the Flow is now getting account data that can be displayed on a Report.

 

Create a Report

In the portal Create and Name the Report and select Create. Once in the Report Designer under Data Sources select Add. Expand the Flow Reports category and locate the Flow created earlier in the example, select the flow, this is now a Data Source for the Report.

Figure 12

 

Under Data Feild’s select Add to add fields to the Report. The Report is now complete.  Save it and close the Report Designer.

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Figure 13

 

 

In the Report designer select Run Report from the action panel located at the top of the Report designer.  

 

Figure 14

The Report will run and display the information fields specified based on the data gathered in our source Flow. 

 

Links

Creating Your First Flow

Creating Your First Report

Additional Resources