1. Log in to Pega Government Platform as an administrator.
2. In the header of your workspace, click the Switch Studio menu, and then click App Studio.
3. In the navigation pane of App Studio, click Case types.
4. In the Case types column, click a case type, or click the New button to create a new case type.
5. In the Case life cycle section, click Stage, and then enter a name for the stage in the text box.
6. Hover over Process, and then click STEPMoreProcessesCreate case report.
7. Click the Select button.

1. In the Dev Studio Explorer panel, click App.
2. Click the Classes tab, and in the Search box, enter PegaPS-Work.
3. Click Data ModelData TransformPreDocumentGeneration.
   Note: If you are unable to view the PreDocumentGeneration data transform, click Show all results.
4. Click the data transform to open it.
5. Click the Save as button to save the data transform to the required class.
6. In the Data Transform Record Configuration section, in the Label box, enter a title.
7. In the Context section, select an application.
8. In the Apply to area, enter or select the required class.
9. In the Add to ruleset area, select a ruleset and the ruleset version.
10. In the Current work item section,enter or select a work item to associate.
11. Click the Create and open button.
12. Click the Add a row icon to add a new data transform to which you want to add data.
13. In the newly added data transform, in the Target box, enter or select the .DocumentationReportproperty.
14. In the Source box, append the required content in HTML format.
15. Click Save.

1. In the Dev Studio Explorer panel, click App.
2. Click the Classes tab, and in the Search box, enter PegaPS-Work.
3. Click User InterfaceSection Contents.
4. Click the Save as button.
5. In the Data Transform Record Configuration section, in the Label box, enter a title.
6. In the Context section, select an application.
7. In the Apply to area, enter or select a class.
8. In the Add to ruleset area, select a ruleset and the ruleset version.
9. In the Current work item section,enter or select a work item to associate.
10. Click the Create and open button.
11. Click the Add icon, and then click PickersCheckbox.
12. Double-click the newly added check box.
13. In the Cell Properties dialog box, enter the required details and then click Submit.
14. Update the ShowItemsSelection (PegaPS-Work) When condition with the new property created above.
15. Create a property in the PegaPS-Work class to hold the list of items for the user to select.
16. Update the PreSelectItems (PegaPS-Work) data transform to set the details to list property.
17. Update the SelectItems (PegaPS-Work) section to show the list of details for the user to select.
18. Follow the steps mentioned in the Adding new data to the generated report section, to include the selected items in the generated report.

1. Click Create SysAdminWordTemplate.
2. In the Word Template Record Configuration section, in the Label box, enter a title.
3. In the Context section, select an application.
4. In the Apply to area, enter or select a class.
5. In the Add to ruleset area, select a ruleset and the ruleset version.
6. In the Current work item section,enter or select a work item to associate.
7. Click the Create and open button.
8. In the Template section, click Upload file to upload the required Word template, and then click Save.
9. In the Dev Studio Explorer panel, click App.
10. Click the Classes tab, and in the Search box, enter PegaPS-Work.
11. Click ProcessFlow Action Preview.
12. Click Save as to save the flow action into the case where you need a new template.
13. In the Flow Action Record Configuration section, in the Label box, enter a title.
14. In the Context section, select an application.
15. In the Apply to area, enter or select a class.
16. In the Add to ruleset area, select a ruleset and the ruleset version.
17. In the Current work item section,enter or select a work item to associate.
18. Click the Create and open button.
19. Click the Action tab.
20. In the Apply data transform box, enter or select PostPreview.
21. In the Post-processing section, in the Parameters area, enter the new template name and the class.
22. Click Save.

The following is the styling CSS for PDF document in PGP and is set in step 4 of the PostPreview (CL:PegaPS-Work) data transform.

"<style> th{ align:justify; text-align: left; vertical-align: top; border-bottom: 1px solid black; } table{ border-collapse:collapse; } th,td{ padding:2px; font-size: 9pt; } td{ border-bottom: 1px dotted #000; font-weight:regular; text-align:top; vertical-align:top; } </style>"

1. Save the PostPreview (CL:PegaPS-Work) data transform to the implementation layer.
2. Update the new styling for the PDF document in step 4.