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Creating custom reports

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You can create reports that include data that is related to applications that include Pega Robot Manager in their application stack.

  1. In Pega Robot Manager, log in to your application with Admin, Report Writer, or Report Admin privileges.

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

  3. In the top-right corner of the screen, click New report.

    The Create new report modal dialog box appears.
  4. In the Report on list, select the report statistics type:

    • ​​To retrieve information about robotic sessions, Pega Robot Runtime and the package versions loaded, select Health Statistics.
    • To retrieve information about fatal exceptions such as stack traces, select Exception Statistics.
    • To retrieve information about automations and activities (which includes robot activities and public automations), select Robot Usage Statistics.
  5. If you selected Robot Usage Statistics, in the Usage data aggregated section, choose a data aggregation option.

  6. Optional:

    If you want the viewers of your report to see information relevant to their department only, select the Apply department scoping check box.

    Each robot is assigned to a work group and a department. By selecting this option, you exclude from the report all the data that is not applicable to the department to which the robot is assigned.
  7. In the Report type list, select a report type to create.

  8. Click Submit.

  9. In the upper-right corner, click Done editing.

  10. In the Save report as modal dialog box, enter the report details:

    1. In the Title field, enter the report title.

    2. In the Description field, enter the report description.

    3. In the Category list, select the report category.

    4. Click Submit.

  • 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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