How You Configure the Report Task Type in Journeys

The Report task action type in a journey enables task performers to view or download a BI Publisher report when performing the task.

For example, a Human Resources (HR) specialist can view all the data collected as part of the recruiting process or view the performance rating report during an exit interview.

Ensure you provide task performers access to the BI Publisher report, otherwise they can't view the report.

What to Include in the Report Path

This is what you can include in the report

• Specify the BI Publisher report folder path followed by the report name concatenated with a "/".

• Include optional parameters in the format parameter name={parameter value}.

• Use the prefix "?" before the first parameter followed by "&" before additional parameters.

• Remove the + character in the report path.

Here are journey specific parameters you can include in the report path:

Parameter Name	Parameter Value	What it Does
P_ALLOCATED_TASK_ID	{AllocatedTaskId}	Passes the ID of the assigned task to the report.
P_ALLOCATED_CHECKLIST_ID	{AllocatedChecklistId}	Passes the ID of the assigned journey to the report.

You need to pass only the parameter as stated in the table. The PersonId is implicitly passed based on the Allocated Task ID or the Allocated Checklist ID.

Let's say you specify this in the report path:/Samples/SalaryReport.xdo?P_ALLOCATED_TASK_ID={AllocatedTaskId}, the application passes the current assigned task's ID to the report as a parameter which the report can use to filter the results.

Alternatively, if you specify this in the report path:/Samples/SalaryReport.xdo?P_ALLOCATED_CHECKLIST_ID={AllocatedChecklistId}, the application passes the current assigned checklist ID to the report as a parameter which the report can use to filter the results.

You can also use both the parameters. For example, /Samples/SalaryReport.xdo?P_ALLOCATED_CHECKLIST_ID={AllocatedChecklistId}&P_ALLOCATED_TASK_ID={AllocatedTaskId}

If you don't specify any parameters then the default layout and output format are used to render the report. For example, if you specify this:/Custom/Reports/ChecklistCompletionReport.xdo the application runs the report with the default options and generates the output in PDF format. Only PDF report output format is supported. If the Document Type is specified, the generated report is automatically created as a document record for that document type either in the task performer or journey assignee's Document Records based on how you have configured it.

For more information on OTBI reports, see the Oracle Human Capital Management Cloud Creating and Administering Analytics and Reports for HCM guide on the Oracle Help Center (https://docs.oracle.com/en/cloud/saas/index.html).

Open BIP Report on Same Assigned Journey Page

You can configure the option to open the BIP report for a Report task type in a panel drawer instead of a new browser window. To do this, follow these steps:

1. On the home page, click the My Client Groups tab.
2. Click Show More under QUICK ACTIONS.
3. Click the Checklist Templates quick action in the Employment area.
4. Click the journey name for whose task you want to open the BIP report on the same page.
5. Click the Tasks tab.
6. Click the task name for which you want to open the BIP report on the same page.
7. On the Details tab, select the Open report on same tab as task check box.
8. Click Save and Close two times.
9. Click Done.

This option isn't available for guided journeys and the BIP report in a guided journey task will continue to open in a new browser window.