Changing report category
You can change report category to Public or Private any time. Organizing reports into different categories based on the purpose facilitates navigation to the reports.
- In Pega Robot Manager, log in to your application with ReportAdmin or ReportWriter privileges.
- From the Pega Robot Manager dashboard, choose Reports.
- Change the report category by performing any of the following actions:
- To change the category from private to public:
- On the My Reports tab, click the report.
- Click Save as.
- In the Save report as modal dialog box, enter a title and description.
- In the Category list, select one of the
Public report categories.
Your private report saves as a new file and becomes available for other workers.
- To change the category from public to private:
- Click the All reports tab.
- Select a Public report.
- Click .
- In the Save report as modal dialog box, enter a title and description.
- In the Category list, in the
Private section, select My
Reports. Click Submit.
Your private report saves as a new file and is visible only to you.
- Move a public report to a different category of public reports:
- Click the All reports tab.
- Next to the report, click the Actions icon, and then click Move.
- In the Move report modal dialog box, in the Report category list, select a Public category to which you want to move your report.
- Click Submit.
Your public report moves to the selected category.
- To change the category from private to public:
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