This ruleset is intended to hold the custom categories and reports created by users using the Report Browser. If you choose not to add this ruleset and reference it in the access group of users who can access the Report Browser tab, those users will be unable to add a new report or report category. An error message displays, preventing them from completing the action.

To add the reporting ruleset, complete the following steps:

1. From the Records Explorer, expand the Sysadmin category. Right-click RuleSet and select New.

   Do not create the ruleset using a Save As option on an existing ruleset such as PegaCustFoundation or PegaProjectMgmt. These are password-protected rulesets. The Save As function carries over the protection into the new ruleset. This ruleset should remain unlocked with Check-Out disabled in your production environment to allow users to customize reports.

2. Enter a RuleSet Name for the ruleset and tab to the next field.

   The system provides default values in the Version and Description fields.

3. Click Create and open.
4. On the Security tab, clear the Use Check-out? check box.
5. Click Save.