Report Definition rules
Working with the Report Viewer

At the top of the window is a Command bar. It includes a Search box at the upper right. Typing any text into this box and hitting Enter or clicking the Search icon () finds the first occurrence of the text in the body of the report, highlights it, and moves the cursor to that position in the report. Clicking the Search icon () again moves the cursor to the next occurrence of the text within the report.

The command bar also includes these command icons at the upper left:

Icon	Description
Save	If this is a personal report that you have modified in the Report Viewer, this command lets overwrite and replace the previous report definition rule with your revised version.
Save As	This command lets you save this report, with any changes you have made, as a new Personal report.
Print	Prints the report.
Edit Columns to Include	Provides a global view of the design of the report, and lets you change which columns are included, the column order, and filtering of data to customize what the report includes.
Append Column	Lets you add a new column at the right end of the report. Use the Edit Columns to Include command to reorder columns as desired.
Edit Report Title	Lets you change the report title.
Add or Edit Chart	Lets you add a chart to the report, or modify the design of an existing chart on the report. This command is only available for summary reports that contain at least one column, that represents counts, totals, averages, etc. See Defining and Editing Charts.
Export to Excel	Exports the report's data into an Excel workbook.
Export to PDF	Exports the formatted report into a PDF document.

The report header displays the length of the report ("Displaying 4 records"),the title of the report, the date the report ran, and a list of any filter conditions that determine which rows are included.

The filter conditions display as a hyperlink if you are allowed to change them. Clicking the link opens the Rows to Include form, which lets you change these conditions. You can define a series of filters that describe which rows of data to include in the report. Each condition compares the values in a column to one or more values you enter. GATZH updates 3/23/2010

To enter each condition:

• Enter a label to identify the condition. Enter one or more letters, with no embedded spaces or special characters.
• Select which Column the condition applies to.
• Select an appropriate Relationship from the list presented.
• Enter one of the following options as a Comparison value:
  • One or more values of the same data type as the column. Surround text values with double quote characters (“MyCorp”); separate items in a list of multiple values with commas. Then the report runs, the condition is satisfied when a value in the column is correctly compared to any of the values entered. To look for empty or missing values, use the phrase IS NULL or IS NOT NULL. To select from a list of valid values or actual values appearing in the database for this column, click the magnifying glass icon ().
  • For a column that contains dates or dates and times, you may enter as a comparison value one of a special set of date expressions, such as Today, Last Week, This Year, Last 7 Days, and so on. See Pega Developer Network article PRKB-26174 How to use symbolic dates in report selection criteria.
• When you have entered the filter conditions you want to use, click Submit. Click Cancel to abandon the filter form without saving any changes you have made.

At the top of each column is a heading that describes the information in the column. Clicking the column heading sorts the report based on the values in that column;  clicking repeatedly on the column heading changes whether the sorting is from highest to lowest (), or lowest to highest (). The direction of sorting is indicated by an icon next to the column heading.

Right-clicking the column heading displays the following command menu:

Label	Description
Heading...	Prompts you to change the heading displayed at the top of the column.
Format..	Prompts you to enter a control rule to use in formatting the values for the field. If the selected control rule takes parameters, click the magnifying glass icon () to the right of the selected control rule to enter these parameters.
Width...	Prompts you to change the width of the column, specified as an integer followed by either px, to indicate a value in screen pixels, or %, to indicate a percentage value of the overall width of the window.
Hide	Hides the column so that it is not displayed on the report. This option lets you sort rows on a report based on the values in a column that you do not want to display in the report.
Sort...	Lets you change the display of the report based on the sort order of the current column, and set whether the column is in ascending order (lowest to highest), or in descending order (highest to lowest).
Summarize Report Data	Summarizes the data in a list-type report, grouped by whichever columns you choose in the pop-up window that appears.
Edit All Filters...	Opens the Rows to Include dialog so you can adjust the filters that govern which rows to include in the report.

See Pega Developer Network article PRKB-26095 Using the Report Viewer to define simple reports.