Published Release Notes

Chart drilldown capabilities extended to dashboard widgets

When the chart for a report is displayed in a dashboard widget, you now can click any part of the chart to drill down and view the subset of data for that part. This enhancement provides you with an accurate view of the data that determines the report results. Previously, this capability was provided only in the Report Viewer.

Enhancements to exporting report results to Excel

When you export report results to Excel, the .xlsx file that the export process generates is smaller, opens faster, and no longer displays a security warning when you open it. Excel handles more of the formatting, and DateTime, Date, TimeOfDay, and Numeric properties are exported in a format that Excel recognizes. In addition, columns have sorting and filtering enabled by default.

These enhancements are enabled by default and provide improvements to performance and memory usage, especially with large data sets. You can disable this new default behavior by modifying the pyEnableExportToAdvancedExcelFormat when rule. For more information, see Disabling the default functionality for exporting reports to Excel.

Improved data security for BIX extracts for Pega Cloud customers

Data security is improved for BIX extracts in the Pega Cloud. BIX extracts are now processed through the use of a HIPAA-compliant system. As a result of this improvement, the method for obtaining BIX extracts has changed. For more information, see Process for obtaining BIX extracts has changed for Pega Cloud customers.

New process for Pega Cloud customers to obtain BIX extract files

The process for obtaining Business Intelligence Exchange (BIX) extract and manifest files for Pega^® Cloud customers has changed as a result of data security enhancements for HIPAA compliance. By default, after upgrading to Pega 7.3, you must obtain the BIX extract and manifest files from the Pega SFTP server. From within Designer Studio, you can configure the BIX extract and manifest files to be sent to a remote SFTP server by a file listener. For Pega Cloud customers who have purchased a Pega Cloud SFTP Server subscription, you can configure BIX to send the BIX extract and manifest files to the SFTP server's folders for remote SFTP client download.

For more information about obtaining files from the Pega SFTP server, see Obtaining BIX extract files from the Pega SFTP server.

For more information about having files sent to your SFTP server, see Defining SFTP-related data instances.

View status of custom search indexes

Custom search indexes are special purpose indexes that are created and managed outside of Pega Platform™. You can view the status of custom search indexes on the Search landing page to see whether they are complete. This information is useful for troubleshooting and can help you determine whether to rebuild the index.

For more information, see Checking search index status.

Improve application test coverage by running multiple sessions

You can improve the test coverage of your application by using a new test coverage method - Application Coverage. Multiple users can perform coverage sessions which are aggregated into a single report. By using report metrics that show the number of rules that are covered and are not covered by tests, developers can identify which areas of the application need more test coverage.

For more information, see the Test Coverage landing page.

Ability to generate a dedicated search index for a case type

You can generate a dedicated search index for a case type. Using a dedicated index makes reporting faster without putting additional requirements on the database. 

For more information, see Including indexed data during case search.

Pega unit test suites are now modular

It is now possible to include test cases and test suites inside test suites. This feature makes test suites modular and improves the management of cases while creating, modifying, and executing them for regression testing.

For more information, see Pega unit test suites.

REST API now fetches the latest version of Application Quality metrics

When you request Application Quality metrics by using the REST service, the service requests a refresh of the metrics. This means that you always get the latest version of the metrics and can decide whether your application is ready for deployment based on that information.

For more information, see Pega API.

Parameter page is automatically removed after each Pega unit test run

The parameter page is automatically removed after each Pega unit test run. The reliability of subsequent tests is increased because they are not influenced by leftover parameter values that were set by the previous test.

For more information, see Cleaning up your test environment.