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.
Behavior changes when reporting on descendant classes
Valid from Pega Version 7.3.1
Report Definitions that use the Report on descendant class instances option with the Include all descendant classes option apply only to the Applies to Class. Join classes are not included as they were in previous Pega® Platform versions. The following example shows what happens for each possible scenario for Report on descendant class instances when the report is defined on ClassA with a class join with Work-.
- If Report on descendant class instances is disabled, the report runs against ClassA and the join happens with Work-. The behavior is the same in Pega 7.3.1 as it is in previous Pega Platform versions.
- If Report on descendant class instances is enabled, and Include single implementation class is selected, the report runs against ClassA and the join happens with the MySampleClass implementation class. The behavior is the same in Pega 7.3.1 as it is in previous Pega Platform versions.
- If Report on descendant class instances is enabled, and Include all descendant classes is selected, the report runs against ClassA and its descendants and the join happens with Work-. In previous Pega Platform versions, the join happened with the MySampleClass implementation class.