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Customized reports

Updated on January 26, 2021

In addition to the library of Pega Platform reports, Pega Product Composer for Healthcare provides several pre-configured reports that are customized for the various work objects, cases, and business processes used in the application. These reports provide you with real-time insights into case inventories and aging so that you can respond with the agility that is needed to comply with your internal and external service level agreements as well as compliance mandates.

Pega Product Composer for Healthcare Pega Product Composer for Healthcare

Based on your login and portal, your application provides numerous pre-configured reports to monitor case and work inventory as well as monitor workforce productivity and quality. These standard reports are driven by the case and work object life-cycle infrastructure as well as the work and assignment-level service level rules for goals and deadlines used in managing the life cycle of a case.

To create other reports, see Reporting.

Pega Product Composer for Healthcare reports

The Pega Product Composer System for Healthcare application includes reports that are organized by categories. You can view these reports in the My Reports tab in the Product Manager or the Product Development portal. You can get the details of a specific report by clicking the links for the line items.

For information about additional reports that are available in all Pega applications, see Standard reports and categories. Reports for the Pega Product Composer System for Healthcare application are organized into the following categories.

PCS References reports

This category includes reports for each Pega Product Composer for Healthcare entity type. Each report references the total number of the entity type to which the selected entity has been assigned. By using this report, you can review the Pega Product Composer for Healthcare entity types and the objects assigned to them.

Report nameRule nameReport descriptions
Benefit Sets by BenefitBenefitSetsByBenefitSummaryThe number of benefit sets to which each benefit is assigned.
Plan Bundles By PlanPlanBundlesByPlanSummaryPlan bundles by plan name.
Plans By Plan BundlePlansByPlanBundleSummaryPlans by plan bundle.
Plans By ProductPlansByProductThe number of plans associated with each product.
Plans Per Product Drill DownPlansByProductDrilldownProducts and the number of plans to which the product belongs.
Products By Product TemplateProductsPerProductTemplateSummaryThe number of products created from each product template.
Product Templates By Benefit SetProductTemplatePerBenefitSummaryProduct templates and the number of product templates that belong to each benefit set.

PCS Work Analysis reports

This category includes reports that categorize the Pega Product Composer for Healthcare entities by status. Each report provides a listing of the selected report entity and the details that are related to the current stage and status in the entity life cycle.

Report nameRule nameReport description
Benefits By StatusBenefitsByStatusStatuses and the number of benefits that are currently assigned a specific stage and status, for example, Development-Initiation.
Benefits Set By StatusBenefitSetByStatusStatuses and the number of benefit sets that are currently assigned a specific stage and status, for example, Production-Approved.
Plan Count By StatusPlanCountByStatusStatuses and the number of plans that are currently assigned a specific status, for example, Development-Approved.
Plans By StatusPlansByStatusA listing of the plans, the current statuses, and the number that are assigned to each status. Additional details are available for each plan.
ProductsBy StatusProductsByStatusA listing of the products, the current status, and the number that are assigned to each status. Additional details are available for each product.
Product Templates By StatusProductTemplatesByStatusA listing of the product templates, the current statuses, and the number that are assigned to each status. Additional details are available for each product template.

PCS Work Monitoring reports

This category includes reports that monitor the Pega Product Composer for Healthcare entities. Use these reports to monitor the application processes for errors, updates, and workflow statuses.

Report nameRule nameReport description
Get Error Work ItemsGetBuErrorItemsThe number of errors related to bulk uploading during Mass Update.
Mass Update StatusMassUpdateStatusPega Product Composer for Healthcare entity types by their changed status during Mass Update.
PCS ImportsPCSImportsStatuses and the number of Pega Product Composer for Healthcare entity types that currently show a specified status.
Pending approval by stageApprovalStageChartAll entity types that are pending approval in a stage.
Plan Bundle Update – Plan Bundle to Plan RelationPlanBundleChangeShows the relationship between a plan bundle and its plan when you create a version by modifying the end date of the plan.
Ready to sellReadyToSellThe names of the product templates, products, and plans that are available for sale.
RejectedRejectedEntitiesThe Pega Product Composer for Healthcare entities that have been rejected.
RetiredRetiredEntitiesThe number of the Pega Product Composer for Healthcare entity types that have been retired.
Timeliness by PCS Work TypeAgeOpenByPCSClass

Pega Product Composer for Healthcare entity types and the corresponding interval of time that describes the resolution of work:

  • Within goal

  • Past goal

  • Past deadline

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