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Creating reports for the Email channel

Create custom reports for Pega Email Bot, to help you visualize the system performance and level of automation in the handling of received emails and triaged cases. The generated reports help you improve how an email bot interacts with users. For example, based on the information in the reports, you can adjust the machine learning models to attain greater automation in the system, so that users can communicate with the email bot more efficiently when requesting help.

Creating custom reports for the Email channel is a multi-step process. You first create a report definition by specifying and optimizing the properties to display in the generated report. Next, you create a new report in the run-time environment for your application, for example, the Case Manager portal, based on the report type that you previously created.

  1. In the navigation pane of Dev Studio, click App.

  2. Click Classes.

  3. In the search field on the Classes tab, search for the Work-Channel-Triage class.

  4. Right-click the Work-Channel-Triage class, and then click Create Reports Report definition .

  5. On the Create Report Definition page, in the Report Definition Record Configuration section, in the Label field, enter a name for the report definition.

  6. In the Context section, leave the default options for your current application.

  7. Click Create and open.

  8. In the report definition rule, in the Edit columns section, in the Column source column, enter or select a property to use in the report.

    To create a report definition based on the number of emails created during a specific period, select the .pyId or .pzInsKey property for a column.
  9. Optional:

    To add another property to the report definition, click Add column, and then in the Column source column, enter or select a property to use in the report definition.

    To include information about the From email field in the report definition, enter .pyFromName

    To display a list of properties that you can select for the report definition, in the App explorer, click the Data Model Property section for the Work-Channel-Triage class.
  10. In the Column name column, enter a label for the column source.

  11. Optional:

    To sort by the column source, enter values for Sort type and Sort order columns.

  12. Optional:

    To add more properties to the report, repeat steps 9 through 11.

  13. Click Save.

  14. Optimize the properties that you selected for reporting in steps 8 through 12 by performing the following steps:

    When you optimize the properties, you expose the properties and populate the data columns in the report definition. You do not need to optimize the .pyID or .pzInsKey properties. For more information, see Exposing properties and populating database columns

    1. In the App explorer, for the Work-Channel-Triage class, click the Data Model Property section, right-click a property name, and then click Optimize for reporting.

    2. Select at least one table in which you want to create a dedicated database column for this property.

    3. If the property is embedded, specify the RuleSet and Version that is to contain the new Index- class, the properties in that class, and the Declare Index rule.

    4. Choose whether to optimize the property now or later.

      If you choose to optimize later, click the calendar icon to select a date on which you want to optimize the property, within seven days of the current date.

    5. Click Next and then review the tables to which the property column will be added and the classes that will be mapped to each table.

    6. Click Next, and then Finish.

    7. Optional:

      To optimize more properties for reporting, repeat steps 14.a through 14.f.

Once you define a report definition for the email bot with the selected properties as columns, and optimize the properties for reporting, create a new report based on this report definition in your application. For more information, see Creating a report.

  • Using the Email channel

    Improve Pega Email Bot interactions with users and applications by using the Email channel. To ensure that the email bot intelligently responds to user emails, classify and add the training data to the text analytics model. You can also create custom reports for the email bot.

  • Pega Email Bot overview

    Pega Email Bot is a bot system that intelligently interacts with your application to help users with their problems and speed up business processes. Interacting with an email bot through emails, users can more efficiently address their concerns and resolve problems, for example, by requesting more information and opening a business case in the system.

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