Scheduling reports

Analyze how data changes over time by gathering data from scheduled reports. For example, you can schedule a weekly report about resolved cases, and compare the report data to analyze the productivity of your team.

Note: By scheduling a report, you automatically subscribe to that report.

You can set a specific time, interval, and frequency of a report run.

  1. In the header of Dev Studio, select the portal in which you manage reports.
  2. In the navigation pane, open the Report Browser by clicking Reports.
  3. Select the reports that you want to view:
    • To view your custom reports, click the My Reports tab.
    • To view all available reports, click the All reports tab.
  4. Hover over the report shortcut, click the Actions icon, and then click Schedule.
    Result: Report scheduling task window appears.
  5. Optional: To provide the task details, in the Perform report scheduling task window that appears, configure the following parameters:
    1. In the Task Definition section, in the Task Name field, edit the scheduling task label.
      The name supports only letters, numbers, and the underscore character.
    2. In the Task Description field, enter a task summary.
  6. In the report scheduling task window, provide the scheduling details:
    1. In the Task Scheduling section, in the Time of Day list, select when to run the report.
      Note: The time corresponds to the time zone set for the server that runs the Pega Platform
    2. In the Recurrence section, select how often you want to repeat the task.
      For example, if you want to run the report once, click One-Time only.
    3. Optional: To rerun the task if errors occur, select the On error, retry check box, and then specify the interval and the maximum number of attempts.
  7. In the Task Output Processing section, provide the report processing details:
    For more information, see Managing report subscriptions.
  8. Schedule the report by clicking Submit.