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Summary views

Updated on April 5, 2022

Use the Summary View rule form to define a custom or personal query. This rule generates HTML that provides an interactive display or chart.

Note: The summary view rule is deprecated. Re-create the custom summary view reports that you need as report definitions. The last version of Internet Explorer that summary view rules support is Internet Explorer 11.
  • Chart tab on the Summary View form

    Complete this optional tab to present summary view data as a chart. The Pega Platform supports both image charts (a static image) and interactive charts.

  • Summary View form - Configuring static charts

    When you select Image as the output type for the chart for your summary view report, the following fields appear on the Chart tab of the report:

  • Content tab on the Summary View form

    Complete this tab to define which objects are selected for the display and how they are sorted and aggregated.

  • Content tab on the Summary View form
  • Drill Down tab on the Summary View form

    This tab is optional. You can allow the summary view report user to drill down from summary statistics to the supporting detail by clicking a plus sign icon. When a user clicks the plus sign icon to perform the drill-down operation, Pega Platform uses information in this tab to query the database, sort the results, and present the details.

  • Format tab on the Summary View form

    All fields on this tab are optional. Complete this tab to control the runtime appearance and behavior of rows of the display, and up to two pop-up SmartInfo sections.

  • Format tab on the Summary View form
  • Summary View form - Completing the HTML tab

    HTML tab on the Summary View form

  • Join tab on the Summary View form

    Use the Join tab to merge data from multiple tables into a single report. You can report on data from two tables using a join clause to concatenate the data from both tables using a common column. For example, you can join Work- objects with their associated assignments or lists of embedded properties of an object using Index- classes defined by a Rule-Declare-Index rule. A JOIN ‘expands’ the primary table to include duplicate entries of its data, having one additional row for each row that matches the key in the secondary table.

  • Organize tab on the Summary View form

    Optional. Complete this tab to define the contents of the title area. Complete a Caption for each row in which the Enable? box is selected.

  • Organize tab on the Summary View form

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