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Changing report category

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You can change report category to Public or Private any time. Organizing reports into different categories based on the purpose facilitates navigation to the reports.

  1. In Pega Robot Manager, log in to your application with ReportAdmin or ReportWriter privileges.

  2. From the Pega Robot Manager dashboard, choose Reports.

  3. Change the report category by performing any of the following actions:

    • To change the category from private to public:
      1. On the My Reports tab, click the report.
      2. Click Actions Save as.
      3. In the Save report as modal dialog box, enter a title and description.
      4. In the Category list, select one of the Public report categories.

        Your private report saves as a new file and becomes available for other workers.

    • To change the category from public to private:
      1. Click the All reports tab.
      2. Select a Public report.
      3. Click Actions Save as .
      4. In the Save report as modal dialog box, enter a title and description.
      5. In the Category list, in the Private section, select My Reports. Click Submit.

        Your private report saves as a new file and is visible only to you.

    • Move a public report to a different category of public reports:
      1. Click the All reports tab.
      2. Next to the report, click the Actions icon, and then click Move.
      3. In the Move report modal dialog box, in the Report category list, select a Public category to which you want to move your report.
      4. Click Submit.

        Your public report moves to the selected category.

  • Creating, editing, and viewing reports in Pega Robot Manager

    The reporting feature in Pega Robot Manager extends the capabilities offered by Pega Platform, so that you can create, edit, and view reports from applications that include Pega Robot Manager in their application stack. These reports can cover health, exceptions, or usage data collected from Pega Robot Runtime.

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