Reports

Hi Team, We have created a report/dashboard in Appian and exposed it through a Site. However, not all of our clients have Appian user access/licenses. We are evaluating Appian Portals as a potential solution, but we'd like to understand what other approaches the community has used successfully. We're particularly interested in hearing from anyone who has implemented this successfully in production. Thanks in advance.

Hi, Im trying to filter the daterange,when I select the date range its automatically displaying the previous date. I have selected 2nd may to 8th may but it is automatically taking the filter as the previous day

I need to add more than 10 quick filters to the report, but the option is disabled. Is there a way to add more filters?

Hi Team, I have a main record type called Case, which is based on the Case table as its source. For reporting purposes, I created another record type called Closure Report, and this record type is also using the same Case table as its source. In our process model, we are using the Write to Record smart service to write data into the Case table. The Case record is syncing automatically without any issues. However, the Closure Report record is not syncing automatically. When I check the data preview of the Closure Report record type, I can see the latest updated values in the table. If I perform a manual sync for the Closure Report record type, then it works and the latest data is reflected properly. Previously, we created similar report-type records using the same approach, and they were working fine. This issue is occurring only for records created from last month onward. Could you please help me understand why the Closure Report record is not syncing automatically even though the data

We’ve created several reports for business users in Process HQ and made them available on our site. By default, the AI Copilot feature is appearing in those reports, but the client does not want this feature enabled. Is there an option in the Admin Console to disable or hide it, or should we raise a support ticket with Appian to get it removed?

Hi, the grouping is not working as expected in bar chart when i am using a!recorddata. I am working on PST time. So, any record which is created after 4 PM PST is grouped as the next day. Let's say I have 2 records, one at Feb 12, 3 PM PST and another at Feb 12, 5 PM PST. When I apply a filter for Feb 12, the bar chart actually shows me data of two dates, Feb 12 and Feb 13. The record which is created at 5PM PST is grouped to Feb 13. It is most likely due to the time difference(8 hours) between gmt and pst, as I can clearly observe any record after 4 PM PST is grouped to the next day. Is this behaviour expected? Please suggest me a solution.

Hi Appian Community, I am currently working on optimizing the performance of our processes in Appian and would like to monitor the memory usage of individual processes. Specifically, I am interested in obtaining the Appian Memory Units (AMUs) consumed by each process and including this information in our task reports. This way, we can query these reports using Process Analytics. Does anyone have experience or insights on how to capture and report the memory usage of processes in Appian? Any guidance on integrating this data into task reports and making it available for analytics would be greatly appreciated.

Can we export charts or images in excel?

Hello, I have a question related to End-User Reporting tool. In the Appian Community it is mentioned that this tool was last updated on May 2023. Since then this listing has been archived. I would like to know if there are going to be any new versions or upgrades related to this tool in the future. Can we use this utility for future application building. Thank you.

Is there a way to find all appian objects and its dependencies in a appian application  and export into excel so I can do analysis well before starting development with a team of 10 appian developers. We are at 24.3 version.

1. My requirement is that users can be able to download the reporting interface as pdf using a click of a button. 2. Also if there is any way to export my reporting data in excel (my reporting interface contains- counts of events, dropdowns and charts like- column chart, pie chart, bar chart, etc.)

Hello Appian Community, I am currently working with Process HQ reports, and when exporting the data, the files are automatically downloaded in CSV format. I have two questions regarding this export: Some fields that are numeric are being exported as text format. Is there a way to ensure they are downloaded directly as numeric values instead of text? In some cases, exported numbers include a strange prefix character (for example: $~118.331.052.083.617,56). Is there a recommended configuration or workaround to prevent these characters from appearing? Any guidance or best practices would be greatly appreciated. Thank you in advance for your support. Regards, Monica Vela,

I have a scenario where I need to  create a pie chart based on a record type for example cmgt_task.I want to show two datas in a pie chart (20%-80%),one having due date as today and completed on as today date and other one will be all open work items that is having due date as today.How can I proceed with this,like do i need to do two seperate queries or it is possible to implement using one query using aggregation.Kindly help me with this scenario ,If I can do it through aggregation then how can I will give different filters for thsese two  datas1.all the completed work items having "due date" as today and "completed on" date as today.And also "is completed "as true and "status" as completeda!queryFilter( field: 'recordType!{ee5aa46d-0228-430f-a794-1134a11fbcc0}CMGT_Task.fields.{3d96454c-776f-4b29-9413-d7fffa3ebaeb}statusId', operator: "=", value: cons!CMGT_REFID_STATUS_TASK_COMPLETED ),

I have a scenario where I need to  create a pie chart based on a record type for example cmgt_task.I want to show two datas in a pie chart (20%-80%),one having due date as today and completed on as today date and other one will be all open work items that is having due date as today.How can I proceed with this,like do i need to do two seperate queries or it is possible to implement using one query using aggregation.Kindly help me with this scenario ,If I can do it through aggregation then how can I will give different filters for thsese two  datas1.all the completed work items having "due date" as today and "completed on" date as today.And also "is completed "as true and "status" as completeda!queryFilter( field: 'recordType!{ee5aa46d-0228-430f-a794-1134a11fbcc0}CMGT_Task.fields.{3d96454c-776f-4b29-9413-d7fffa3ebaeb}statusId', operator: "=", value: cons!CMGT_REFID_STATUS_TASK_COMPLETED ),

Hello! I have a task report which shows tasks from all users that have the current logged in user as their supervisor.   The problem I'm facing is that tasks with the status "Assigned" are not being shown in the report, which in turn creates a problem where if I reassign a task from someone it immediately goes to status "Assigned" and stops being shown in the report.  Here is how I pick up tasks from my subordinates. a!localVariables( local!currentUser: loggedInUser(), local!directReportUsers: a!queryRecordType( recordType: 'recordType!{SYSTEM_RECORD_TYPE_USER}User', fields: 'recordType!{SYSTEM_RECORD_TYPE_USER}User.relationships.{SYSTEM_RECORD_TYPE_USER_RELATIONSHIP_directReportUsers}directReportUsers.fields.{SYSTEM_RECORD_TYPE_USER_FIELD_username}username', filters: a!queryFilter( field: 'recordType!{SYSTEM_RECORD_TYPE_USER}User.fields.{SYSTEM_RECORD_TYPE_USER_FIELD_username}usernam

When trying to export a report to an Excel file, I get this error in UI and Logs: 2025-06-20 17:41:28,077 [ajp-nio-0.0.0.0-8009-exec-698] ERROR com.appiancorp.rest.shared.AppianExceptionMapper - Internal Server Error on REST API invocation. com.appiancorp.exceptions.LocalizedAppianRuntimeException$LocalizedAppianException: Expression evaluation error [evaluation ID = 1Y9KI] in rule 'taskfilters' (called by rules 'tasks' > 'dashboard') : An error occurred while executing a save: java.lang.InternalError: java.lang.reflect.InvocationTargetException (APNX-1-4198-019) I've searched in the community for similar behavior and tried some suggestions, but the problem persists and no one has resolved it.

Hello Community, I've created a new Process Report in Appian Designer, which worked fine, but I am not able to save any changes to this report. I simply want to add 2 new columns. These get displayed as intended in the preview, but when pressing save on the pop up, nothing happens. I checked my browser and it seems like the URI that is called is wrong: /suite/analytics/report/save.bg?appian_environment=designer --> No resource with given identifier found Do you guys know how to fix this issue, or do you know which URI I can call manually to save my draft? Thanks!

Hello everyone, I am having issues with querying process report which has multiple (different) values in one column. The column is filled with data from a list of CDTs, for example: I've tried setting it as a list of integers and strings, but either way, when trying to query all rows which have a value "12345" in that column (by using a!queryProcessAnalytics), I get no results. a!queryFilter( field: "c4", operator: "includes", value: tostring("12345") ) I also tried all different combinatios (in, includes, strings, integers....). Thanks in advance!

I have create a record type using a view, Which has more than a million data.But in performance im getting the below error "Expression evaluation error [evaluation ID = a8853:4ed82] at function a!recordList_ui_design: An error occurred because the record types source is currently unavailable, or the query reached a timeout or memory limit.. (APNX-1-4198-000)"

Hi, We have a custom email notification configured for a task and this is done using the tp!id parameter. the Task URL that gets generated looks like: /suite/tempo/tasks/task/<task-id>. When the user gets the task assigned and opens it from the tasks tab, it works fine. The URL for this contains the opaque task id. But when the user open the task via the custom email (tp!id), the task throws the error: The Requested Task Is Not Available The task may not exist or you may not have permission to view it. The same code works in one of our Appian environments - version 25.1.286.0 and it doesn't work in the environment - version : 25.1.236.0. Any idea if this has got anything to do with the Appian version? Thanks

Hi Team, Whether it is possible to add sensitivity level of the document in the excel document generated from Appian

Hi everyone, We have configured a process report to retrieve all active processes. Additionally, we have a query to obtain the active process ID for each case based on the Case ID. However, we are encountering an issue where multiple values are appearing in the column of the process report (mapped pv value for column in process report). As a result, some of the active process IDs are not being queried correctly. Could someone please help us understand why multiple values are appearing in the process report? Is it because the process report contains the value changes from the process history?

I'm developing a Help Desk application and need to create a column chart for priority. When a priority is clicked, its ID should be stored and passed to a drilldown grid but the current code is displaying the ID as the label instead. a!grouping( field: 'recordType!HD Request.fields.priorityId', alias: "priorityID ) If I use 'recordType!HD Request.relationships.priority.fields.value' directly in the field, it throws an error. Any suggestions on how to display the label name? Thank you!

Hi All, I am working on a scheduled workflow where I have to check for existing active instance and if it is still active without any errors, I can skip my run. If it is errored out in any node, I can proceed with the current flow. I checked in https://docs.appian.com/suite/help/23.2/Process_and_Report_Data.html and can see there is a possibility to get the details only if the instance is Paused by Exception.Anyone have any workaround for my case?I am thinking if there is a possibility that Appian is showing the status as "Active with Errors" and Error count as "1". There should be some report option available to get the same data. Right?Anyone have any idea how to achieve this?

Hi team, I am fetching data from database for KPI and the field names that are showing on y axis taking lot spaces can anyone help in this. Requirement: "New product Development" field   Name taking lot of space and  the field name is dynamic it may be 20 characters or 30 characters. How can I restrict space on y axis