Table of Contents

Accessing Interaction History data for external reports

Accessing Interaction History data is necessary to do reporting in external tools, in order to create insight that spans beyond the Pega Customer Decision Hub™ or Pega Marketing™ application scope.

This tutorial describes how to use the Interaction History report to export data out of the application for use with an external Business Intelligence reporting tool.

  1. Work with your team to identify the Interaction History data that is required for reporting.
  2. Develop a staging table to hold Interaction History data.
  3. In the Pega Customer Decision Hub or Pega Marketing portal, click Reports > Report Browser, as in the following figure:
    Accessing the Report Browser
    "Accessing the Report Browser"
    Accessing the Report Browser
  4. In the Public categories list, select Interaction History.
  5. Click the Interaction History report.
    The report shows the Interaction History records in the form of a table. By default, the report is filtered to only include results from the past 30 days.
  6. Click Edit report.
  7. To change the time frame for the report, for example, from monthly to weekly, in the Filtered by section, click Period, and then click Select values.
  8. To add more data to the report, drag and drop columns from the Data Explorer.
  9. To remove the columns which are not relevant for the report, click the Open menu icon by the column that you want to remove, and then click Delete, as in the following figure:
    Removing a column from the report
    "Removing a column from the report"
    Removing a column from the report
  10. To rename a column header, click the Open menu icon by the column that you want to remove, and then click Heading, as in the following figure:
    Renaming a column
    "Renaming a column"
    Renaming a column
  11. Configure the report filters to exclude irrelevant results.
    For example, if your Next-Best-Action business structure includes an issue which represents service messages and regulatory communications, actions related to this issue should be excluded from the results of this report, as they do not represent your marketing portfolio items.
    1. In the Data Explorer section of the report, find the item which corresponds to the type of data that you want to filter out.
      For example, to find the Issue item, click More > Action Dimensions > Issue.
    2. Drag and drop the item into the Filtered by section of the report.
    3. Edit the filter settings, as in the following figure:
      Filtering out actions related to the Service issue
      "Filtering out actions related to the Service issue"
      Filtering out actions related to the Service issue
    4. Click Apply changes.
  12. Click Preview.
  13. Click Actions > Save as and enter a new name for the report.
  14. Click Done editing.
    The new report is now available in the Report Browser.
  15. To automatically export the report results and send them out by email, schedule a reoccurring task.
    1. Click Take action on report, as in the following figure:
      The Take action on report icon
      "The Take action on report icon"
      The Take action on report icon
    2. Click Schedule.
    3. In the Task Scheduling section, configure when the report should be sent out, as in the following figure:
      Sample report schedule
      "Sample report schedule"
      Sample report schedule
    4. In the Task Output Processing section, select the file format and recipients for the report.
      You can only send the report to users who have operator accounts in the application.
    5. Click Submit.
  16. Import the Interaction History data into an external reporting tool.
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