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Defining reporting requirements

Updated on March 25, 2020

Consider your reporting requirements early in the planning process. Before introducing a new report, answer these questions.

Before you begin: Plan your reporting needs ahead of time to give you more flexibility later on.
  • 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?

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