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Creating reports based on questionnaires in Dev Studio

Updated on May 11, 2022

Analyze and manage data from questionnaires in your standard Pega Platform applications by creating and configuring report definitions. For example, in a shopping application, you can view the responses from several questionnaires about customer hobbies at once, and display the data as a chart that helps you visualize the distribution of favorite pastimes in different age groups, to help you prepare a new sales offer.

Note: In applications based on Cosmos React, you can visualize questionnaire data more conveniently in a low-code way by creating insights on the Explore Data landing page. For more information, see Visualizing questionnaire data by creating insights in Cosmos React.
Before you begin: Create a questionnaire in your application. For more information, see Creating a questionnaire.
Because a questionnaire is a regular case type, you create and use report definitions for questionnaires in the same way as for any other case type.
  1. In your application, create a report definition for your questionnaire case type.
    For example: In a healthcare application, create a report definition with the label Diabetes patients with high risk level and columns that reflect the data model of your questionnaire case type. Then, you can define filters so that the report displays only patients who are diagnosed with diabetes, and whose risk level is considered high.
    For more information, see Creating advanced reports.
  2. Optional: To visualize data from the questionnaire and make analyzing the data easier, add a chart that presents the answers from your questionnaire.
    For example: Visualize hundreds of questionnaires from a study on high-risk patients as a column chart that groups these patients according to the quality of life that they reported.

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