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.
One important characteristic of reports in Pega Platform (including Pega Robot Manager), is that the reports are not static documents. Instead, opening a report executes an Elasticsearch query that fetches the current records from the Elasticsearch storage. The Elasticsearch query runs in the background. This can cause an issue with reports that cover an open-ended interval, such as the current month or the last ten days, because the content of the reports updates every time you open it.
- Archiving and purging data can affect the content of a report, both for the data from a time interval that is still open, and for data in reports that cover a past period. For more information, see Cleaning up Pega Robot Runtime operational data.
- To collect the data for reporting, you must configure Pega Robot Runtime to send the health and usage statistics to Pega Robot Manager. For more information, see Enabling the collection of Pega Robot Runtime data for reporting.
- Modifications to the default Pega Platform reporting behavior
Installing Pega Robot Manager extends the reporting functionality of Pega Platform to include Health Statistics, Robot Usage Statistics, and Exception Statistics.
- Setting up Pega Platform to use reports in Pega Robot Manager
Reporting in Pega Robot Manager uses Elasticsearch for faster processing of reports. To further improve the process, you can set a dedicated search node for quicker indexing of records from Pega database to the Elasticsearch data store.
- Reporting user roles
You can add three different roles: ReportAdmin, ReportWriter, and ReportUser. The Administrator role includes the ReportAdmin role by default.
- Out-of-the-box reports
By default, out-of-the-box reports display in all applications built on Pega Robot Manager. Report titles and visibility are editable for ReportWriter, but only ReportAdmin can delete reports.
- Disabling the ingest data for reporting across different aggregation tables
Pega Robot Manager always collects the data half-hourly, but you can determine how the data is aggregated and stored. You can choose to ingest data into the hour, daily, monthly and yearly tables. You choose which table to source your data when creating reports. By default, usage intervals collection settings are inherited from the built-on (parent) application. If the built-on application also inherits the settings from its parent application, the application stack follows until the dependency resolves. If no application contains its own
- Creating custom reports
You can create reports that include data that is related to applications that include Pega Robot Manager in their application stack.
- Renaming report columns
You can set meaningful names for columns when creating reports in Pega Robot Manager.
- Replacing IDs with labels in reports
Some data in reports use IDs. When editing a report, you can use formatting options to replace IDs with labels in the following columns: Organization ID, Division ID, Unit ID, User ID, and Workgroup ID.
- Adjusting time periods
You can set the time periods with which to calculate the values for the duration fields.
- Viewing reports
Viewing reports requires ReportAdmin, ReportUser or ReportWriter privileges.
- Exporting reports
You can export reports from Pega Robot Manager and save them on your computer as PDF or Microsoft Excel files.
- Deleting reports
You can delete reports in Pega Robot Manager that you do not need anymore.
- Changing report category
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.
- Using report tiles
The main screen of Pega Robot Manager displays recently opened reports that you can manage, in the form of tiles. Depending on your user privileges, you can perform different actions on the reports.
- Cleaning up Pega Robot Runtime operational data
By periodically cleaning up your robot operational data and statistics, you can avoid system issues and maintain constant application performance levels.