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.

Ability to include all properties in search results

You can now include all properties in a class in search results so that they can be used in report filtering. When the Enable search results for all properties option is selected on the Custom Search Properties rule form, all top level and embedded page scalar properties for the class are indexed and returned in search results, and all embedded page list, page group, value list, and value group properties for the class are indexed but not returned in search results. Selecting this option might affect performance.

In addition, by default, properties defined in the Data-Tag-RelevantRecord instance for a class are indexed and returned in search results and do not need to be explicitly configured.

You must reindex search after selecting or clearing Enable search results for all properties and after changing the properties that are defined in the Data-Tag-RelevantRecord instance.

For more information, see Specifying custom search properties.

Compact style sheet for creating PDF files

You can now use a compact style sheet when you create PDF files by using the Create PDF smart shape in a case type or when you use the HTMLtoPDF activity. This style sheet overrides the style sheet that is used by the harness skin and correctly renders certain elements such as headings and inline grid tables. It also renders PDF files more quickly.

For more information, see Creating PDF files by using a compact style sheet and PDF file rendering scenarios.