The Components landing page helps you create and manage report-related facilities. Access this landing page from the Designer Studio menu by selecting Reporting > Components.
The following tabs are available on this landing page:
Association rules define a relationship between two classes based on matching values in pairs of properties. An association rule can let your application automatically add a join to a report that displays properties from both classes referenced in the association.
The tab displays all available association rules. Click any entry to open its rule. Click the New button to create a new association rule
Category rules define categories that can help users organize reports in the Report Browser.
The tab displays information about all available report categories. Click any entry to open its rule. Click the New button to create a new report category.
See About Category rules.
A report shortcut is a named link in the Report Browser that provides an efficient way to retrieve, run, and share reports. You can use report shortcuts to organize reports into one or more categories, and multiple report shortcuts can link to the same report. In the Report Browser, which is available in Case Manager, click a report shortcut to run its related report and display the report results in the Report Viewer.
In Designer Studio, the Shortcuts tab displays information about all available report shortcuts. Click an entry to open its rule. To create a report shortcut, from the +Create menu click Reports > Shortcut.
See About Shortcut rules.
SQL Function rules (also known as SQL function alias rules) define SQL expressions that can be used in the database queries a report definition generates. Pega 7 Platform provides a large number of SQL function rules the user can select; the user can also create a custom rule if none of those provided is satisfactory.
The tab displays information about all available SQL function rules. Click any entry to open its rule. Click the New button to create a new SQL function rule.
To create an SQL function rule, select or enter Embed-UserFunction in the Applies To field on the Create New form. Specifying any other class creates a Java function alias rule.
See About Function Alias rules.
This tab lists the scheduled reporting tasks for the application. Each row provides information about the task, including when the task last ran and its status, and when the task is scheduled to run next.
Click the icon in the Run Immediately column to test-run the report during development. Clicking this icon does not update the Last execution time or Status of last run fields.
Click the name of the task to open the Schedule Task form. You can review details about the schedule, or click Update to open the form in edit mode. In edit mode, you can update values and save your changes.
If another developer is working on the scheduled task, a message displays that the task is being worked on. You cannot edit the task until the other user is done.
To remove a scheduled task, click Remove on the Schedule Task form.
See Scheduling reports.