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Creating custom reports

Updated on November 29, 2022

Create a custom report if the standard out-of-the-box reports do not meet your business needs. Custom reports provide a visual representation of the financial, business, and operational impact of your robotic workforce that is specifically tailored to your requirements.

For example, you can create a weekly health report on the state of your unattended robots. Such a report can provide you with accurate and up-to-date information on any issues that your robotic workforce might be experiencing.
Before you begin: Ensure that your user account has at least one of the following access roles:
  • Admin
  • ReportAdmin
  • ReportWriter
For more information, see Access groups and roles in Pega Robot Manager.
In your reports, you can use data from applications that include Pega Robot Manager in their application stack.

    Creating a report

  1. In the navigation pane of Pega Robot Manager, click AnalyticsReports.
  2. In the top-right corner of the screen, click New report.
    The Create new report modal dialog box opens.
  3. In the Report on list, select the statistics type:
    • ​​To retrieve information about the robotic sessions, Pega Robot Runtime, and the package versions, select Health Statistics.
    • To retrieve information about fatal exceptions, such as stack traces, select Exception Statistics.
    • To retrieve information about automation tasks and activities (including robot activities and public automation tasks), select Robot Usage Statistics.
  4. If you selected Robot Usage Statistics, in the Usage data aggregated section, choose a data aggregation option, for example, hourly.
  5. Optional: To have the viewers of your report see information relevant to their department only, select the Apply department scoping check box.
    Note: when you enable department scoping, you exclude from the report all the data that does not apply to the department to which the robot is assigned.
  6. In the Report type list, select how to present the data, for example, in a chart.
  7. Click Submit.
    For example: For a health report that includes data from all departments in the form of a list, select the following options:
    Creating a custom health report
    You can create a custom report through the Reports landing page
  8. Configuring report details

  9. In the report editor, customize the data display by dragging and dropping data columns into the report.
    For example: For health reports, to facilitate troubleshooting, you can include such properties as an indication whether the robot is unattended or the robot work group, as shown in the following example:
    Adding data to a health report
    You can add more data to a report by dragging and dropping data columns into the report
  10. Optional: To filter the displayed data, perform the following actions:
    1. Drag a property onto the Drop column to add Filter field.
      For example: To use the automation creation time as the filter for data display, select the Create Date/Time property, as shown in the following figure:
      Adding a filter to a report
      Use the report definition form to limit the amount of data displayed in a report by adding filters
    2. In the Edit filter section, click Select values, and specify the filter conditions based on the property that you selected.
      For example: To remove from the report the data that is older than one week, in the Select values window, on the Time periods tab, select Last 7 days, as shown in the following figure:
      Configuring report filters
      On the report definition form, after you select a filter property, configure the filter conditions.
    3. Confirm your settings by clicking Submit.
    4. Click Apply changes.
    5. Optional: To add more filters to your report, repeat steps 9.a through 9.d.
  11. In the upper-right corner, click Done editing.
  12. In the Save report as modal dialog box, enter the report details, and click Submit.

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