"Coach reports" in 8.5.x meant charts built from tracking data: the Dashboards toolkit (Team Performance, Process Performance and its chart coach views) combined with the Report artifacts and their data services. A working recipe for a custom report coach:
- Data: a service flow that queries the PDW view of your tracking group (question 199) or aggregates through the JavaScript API, returning a list of {label, value} (System Data NameValuePair works) or a series list.
- Coach: a dashboard CSHS with filter controls (date range, region), a Service Call control that runs the data service on load and on filter changes, and a chart control bound to the result: the UI Toolkit Chart (bar / line / pie / donut - option chart type, series from the bound list) or the older Dashboards toolkit Report view.
- Drill-down: the chart's on click event gives the clicked data point; set a variable and let a table below show the matching instances (second Service Call).
- Expose the CSHS as a dashboard for a team - it appears in Process Portal / Workplace.
// data service (server side): orders per region from the PDW tracking view
tw.local.sql = "select region as \"name\", count(*) as \"value\" from ORDERTRACKING_V where TIME_STAMP >= ? group by region";
// SQL Execute Statement, returnType = NameValuePair -> tw.local.points (list of NameValuePair)
// chart control bound to tw.local.points: Chart > Configuration: type = bar, label = name, value = value
// Chart > On click (point, series): ${RegionFilter}.setData(point.label); ${LoadDetails}.execute();On 8.5.x the "Report" library artifact with the graphical builder still existed; it was removed later, and on BAW 20+ / CP4BA the intended tools are the UI Toolkit charts for in-app dashboards and Business Automation Insights for analytics. The pattern above (service + chart + drill-down) works on every release.
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