Consider your reporting requirements early in the planning process. Before introducing a new report, answer these questions.
- Does the report already exist? (For detailed information about the application-provided reports, see the Pega Customer Service reports).
- Who needs the report?
- When do they need the report?
- What is the content of the report?
- Why do they need the report?
- Where will it be run? Will it be run in the Pega Customer Service application, or using another reporting tool and source?