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Assigning custom reports to simulation tests

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You can create custom reports and assign them to simulation tests. By using this feature, you can adjust simulation reports to your business needs, for example, by configuring a report to show additional or more detailed data.

This is an advanced task. Perform this task if your operator profile has access to Dev Studio, for example, you are a system architect.
  1. Create an output that is the source for your report or use an existing output by performing the following actions:

    • To create an output, go to step 2.
    • To assign a report to an existing output, skip to step 3.
    Reports are based on outputs
  2. Create a new output for your simulation test by performing the following steps:

    1. In Customer Decision Hub, click Simulation Testing.

    2. Select a simulation test to assign it a new output by clicking Manage Edit in the Actions column, next to that simulation's ID.

      You can add outputs to simulation tests whose status is New or Completed.
    3. On the Edit Simulation Test screen, in the Assign output destinations section, click Create New.

    4. In the Create new output window, enter the name of your output, for example, MyDataTable, and select the output type, for example, Database Table.

    5. Click Done.

    A new output is created in your application together with a new class Data- Output_Name, for example, Data-MyDataTable.
  3. In Dev Studio, create a report definition.

    You must create a report definition in the same class as the output that you want to assign to this rule. For example, if you want to assign a report to MyDataTable that is in class Data-MyDataTable, you must create a report definition in the same class ( Data-MyDataTable ). For more information, see Creating advanced reports.
  4. Enable the report definition as a simulation report by performing the following actions:

    1. On the Report Definition form, click the Report Viewer tab to open it.

    2. In the Report header section, complete the Report title field.

    3. In the User actions section, select the Display in report browser check box and, in the drop-down menu, select Simulations as the target report browser.

  5. Configure the report definition to fetch data that is related to the target simulation test by performing the following actions:

    1. On the Report Definition form, click the Pages & Classes tab to open it.

    2. Click the Add item icon to create a page.

    3. In the Page name column, enter pyWorkPage.

    4. In the Class column, enter Pega-DM-Batch-Work.

  6. Add a filter condition so that the report definition fetches only the data that is related to target simulation test by performing the following steps:

    1. On the Report Definition form, click the Query tab to open it.

    2. In the Edit filters section, click Add filter.

    3. In the Column source field, enter .pyWorkID.

    4. In the Relationship drop-down, select Is equal.

    5. In the Value field, enter pyWorkPage.pyID.

    6. Make sure that Filter conditions to apply and Condition fields contain the same value, for example, A.

  7. Save the rule.

    The report is now available in Customer Decision Hub to assign to an output that you created in step 2.

  • Simulation testing

    By running simulation tests in Pega Customer Decision Hub, you can derive useful intelligence that can help you make important business decisions. For example, you can examine the effect of a new product offer or assess risk in a variety of marketing or nonmarketing scenarios.

  • Running simulation tests

    From Customer Decision Hub, you can start a simulation test that you already configured. Additionally, you can start a new simulation test or restart an already completed one.

  • Managing simulation tests in Customer Decision Hub

    You can perform various maintenance tasks on the simulation tests that you created in Customer Decision Hub to quickly and effectively manage simulations in your application.

  • Viewing additional simulation test details

    You can view additional details for each completed simulation test. Additional details can help you correctly assess performance of target strategy on the component level as well as view record distribution across all decision data nodes in your application. You can view additional simulation test details only for simulation tests whose status is either In progress or Completed.

  • Configuring reports assigned to simulation test outputs

    You can review simulation tests by inspecting a variety of reports that can be assigned to a simulation output. Additionally, you can quickly respond to changes in business requirements or obtain additional data by viewing, adding, removing, or editing the reports. You can configure reports only for simulation whose status is Completed.

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