The Scratch Pad tool is no longer available
Valid from Pega Version 7.3.1
The Scratch Pad tool is no longer available. To add properties to a report from an end user portal, use the Data Explorer. The Data Explorer provides an efficient way to find a property or calculation to include as a column in a report.
For more information, see Data Explorer.
Custom scaling on x-axis for bubble charts
Valid from Pega Version 7.3.1
Bubble charts now support custom scaling for the x-axis as well as the y-axis. For example, you can now configure a fixed range for the x-axis.
For information about including a chart in a report, see Adding or editing charts from the Report Definition rule form.
Enable users to save charts as .png files
Valid from Pega Version 7.3.1
You can now enable users to save a report chart as a .png file. On the Chart tab of the Report Definition rule form, click General settings and select the Export chart to image check box. When you select this option, users are provided with the Save as image option, which they can use to save an image of the chart to include in a Word document or email.
For information about including a chart in a report, see Adding or editing charts from the Report Definition rule form.
Enhancements to exporting reports to Excel
Valid from Pega Version 7.3.1
When you export report results to Microsoft Excel, the process now creates a Data sheet and an Info sheet in the Excel file. By default, the Info sheet contains the report title, filters used to generate the report, the date when the report was generated, and the number of results returned.
If you want the report title and filters to display in the first sheet instead of the Info sheet, you can disable the default functionality. For more information, see Disabling the creation of an Info sheet in Excel output.
Case-insensitive filtering in reports
Valid from Pega Version 8.2
Filtering in reports is now case-insensitive, improving the reporting and searching experience. You can turn off case-insensitive filtering, for example, by using an activity. You might want to do this if your index is too big or if the length of time it takes for indexing impacts performance.
For more information on report filtering, see Editing filter conditions.
More display options for charts
Valid from Pega Version 8.2
Display properties have been expanded for charts that you add to a report harness or section. In addition to setting general display properties, you can set visibility and color options, control hover highlight behavior for data points and legends, and define more presentation options for grids and tooltips. The additional presentation options enhance your chart design and provide a way for you to effectively highlight important data.
For more information about configuring charts, see Harness and section forms - Adding a chart.
Better navigation between pages
Valid from Pega Version 8.2
The navigation between landing pages and configuration pages in App Studio has changed so that only one tab at a time is displayed in the work area. This change eliminates the maximum tab limit message. Navigate to previous pages by clicking the back arrow at the top of the work area or click the button in the workspace header to open a page in the selected device preview.
Progress gauge and double donut charts
Valid from Pega Version 8.2
To better visualize data, use the new progress gauge chart and double donut pie charts. The progress gauge chart measures the progress made against a goal. The double donut pie chart shows two layers of data in a single chart. The progress gauge chart can be included in reports and dashboard widgets. The double donut chart can be added to dashboard widgets.
For more information about including charts in reports, see Harness and section forms - Adding a chart.
For more information about adding charts to dashboard widgets, see Adding a widget to your dashboard.