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Creating advanced reports

Updated on August 31, 2020

Facilitate the process of data analysis by presenting the data that you retrieve from the database in the form of a table.

In Pega Platform, you can create advanced reports by managing report definition rules that use a variety of features to organize data in tables.

You can use each report definition as a subreport that provides data to other report definitions.

  1. In the header of Dev Studio, click CreateReportsReport Definition.
  2. Create a report definition:
    1. In the Label field, enter the title or description of the record.
    2. Optional: To edit the name, in the Identifier field, click Edit, and then enter a new name.
      By default, the Identifier field inherits the name from the Label field. A valid identifier name starts with a letter, and consists of letters, digits, and underscores.
    3. In the Apply to field, select a class for the report definition, or select a work pool to report on all work types in the work pool.

      For certain uses, you can select an abstract class for the field, such as the Work- class. The system then determines a work pool or a single class that is the source of the report contents. For example, a report definition with Work- class presents drill-down details that another report definition can reference.

      The list of available class names depends on the ruleset that you select. Each class can restrict applying rules to an explicit set of rulesets as specified on the Advanced tab of the class form.

    4. In the Add to ruleset list, select the ruleset in which you want to include the report definition.
    5. Optional: To associate the report definition with a work item, in the Work item to associate field, press the Down arrow key, and then select a work item.
    6. Click Create and open.
  3. In the Edit Report definition page, define the contents and display of the report.
    For example, you can edit filters, include a chart, or manage the report body. For more information about the configurable options, see Report definitions.
  4. Click Save.
  • Report definitions

    Report definition rules provide a convenient way to create advanced reports and meet complex user needs. You can make your reports more adaptive and flexible by customizing them with various options. For example, you can add custom columns to your report, and then include a chart to make data analysis more efficient.

  • Charts in reports

    Present data in a clearer way by using a wide range of charts that you can include in your reports. For example, to analyze the current workload, you can display data about case statuses as a pie chart.

  • Defining associations for map charts

    Ensure that maps display correct data by associating specific map regions with matching property values. For example, you can display traffic distribution on a map of New York by associating the map with the New York property value that includes that data.

  • Reporting landing page

    Save time and manage your reports easily in one place by accessing the Reporting landing page. For example, you can specify capacity limits for all reports to improve system performance, or update the scheduled reporting tasks to adapt scheduled reports to your evolving business needs.

  • Associations

    By default, reports include data from one class only. You can extend the scope of reports by establishing a relationship between multiple classes based on matching values in pairs of properties. You can use the association rules by referencing specific data from other classes to make your reports more comprehensive.

  • Excluding items from Report Browser

    Maintain clarity in your application by hiding reports and categories that you do not need at the moment. For example, if a report category does not include any reports, you can hide it in the Report Browser to save space and avoid confusion.

  • Creating an advanced report category

    Organize reports more effectively by creating report categories in Dev Studio. For example, you can create a custom category that contains information about open cases so that you can conveniently analyze the remaining workload.

  • Creating a report shortcut

    Manage, run, and share reports quicker by creating report shortcuts. You can create a report shortcut by creating a shortcut rule.

  • Managing filter options in Report Viewer

    Control the way that Report Viewer displays reports by managing filter conditions on the report definition rule form. For example, you can prohibit changes to filter conditions to ensure that report results remain the same for each user.

  • Reviewing usage report statistics

    Analyze report definition usage and performance in the current application to determine which reports users do not use, and then remove these reports to maintain only the required reports.

  • Setting up reports database

    In some cases, running reports can impact performance because of high demands on database processing. To reduce the performance impact of running reports, you can specify that some reports obtain data from a separate reports database, which can be a copy of all or part of the the original database.

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