Bulk Reporting
Users can leverage Bulk Reporting to create comprehensive reports spanning multiple Blueprint projects.
Generating reports from Dashboards requires loading the report within dashboards, which can be time-consuming. Additionally, Dashboard scopes are confined to individual projects. Therefore, if you've imported your bot estate across multiple Blueprint projects, utilizing Bulk Reporting becomes essential for getting stats from your entire bot estate.
To access Bulk Reporting
Choose RPA Dashboards and Reports dropdown in the main header, then click Bulk Reporting. This will open a wizard to guide you through the Bulk Reporting process.
How to use
Step 1: Select View Type
Select either Per Process View or Per Call Tree View. For moe information on what Views do, please see Selecting a Scope in Dashboards.
Step 2: Select Reports
Depending on the View you selected in Step 1, certain reports are only available on certain Views. In this step, select all reports that you want to generate. Reports can be filtered by the Dashboard in which they originate from by switching tabs at the top of the modal.
Step 3: Select Projects
Select which Projects you would like to generate reports from.
If users selected "Per Call Tree View", they will have an additional checkbox at the top called "Include all Roots". A Root is a process that is not referenced by any other process. If you check this option, all Roots and their dependencies will be displayed as call trees. On the other hand, leaving this option unchecked will only include those processes flagged as a "Main" process and their dependencies in the scope.
The click Create Jobs. These reports can be downloaded from the Jobs Page.
Exported File
For each report type, a separate job will be created, and reports will be exported as .xlsx files within .zip files. Reports are consolidated across all selected projects unless the "Process Stats Per Artifact > All Commands" report or the "Big and Complex - All TODOs and Compiler Errors" report was selected. For these reports, Blueprint will create a separate Excel file per project.