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Specifying a data source for reports

Updated on October 29, 2021
Applicable to on-premises deployments.

Improve your system performance by changing the default database, from which reports obtain data, to a custom database. By creating and designating a separate database as the source of your reports, you reduce the time that is required to run reports.

The custom database uses database tables to retrieve class data.
Before you begin: Work with a database administrator to create the reports database and to set up the database replication.
  1. Enable Pega Platform to access your database by creating a database table:
    1. In the navigation pane of Dev Studio, click Records.
    2. Expand the SysAdmin category, and then click Database Table.
    3. In the upper-right corner of the window, click Create.
    4. In the Create Database Table tab, enter the short description for the table, specify the class to which the database table belongs, and then click Create and open.
    5. In the new database table rule form, provide the details for your database table, and then click Save.
      For example: In the Reports database field, enter the name of the custom database from which you want to obtain data.
  2. Change the database from which your reports obtain data:
    1. In the navigation pane of Dev Studio, click Records.
    2. Expand the Reports category, and then click Report Definition.
    3. In the list of report definitions, click the report definition for which you want to edit the source.
      Note: The report definition sources data from the database table that belongs to the same class as the report definition.
    4. On the report definition rule form, click the Data Access tab.
    5. In the General data access settings section, in the Reporting database list, select Prefer reporting data source if defined.
    6. In the upper-right corner of the window, click Save.
  • Disabling usage of a reports database

    You can disable a report from obtaining data from a reports database, even if the Prefer reporting data source if defined option is selected on the report definition rule form.

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