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Using report tiles

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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.

For more information about user privileges, see User roles.
  1. In Pega Robot Manager, log in to your application.

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

  3. Hover over the report, and click the Actions icon.

  4. Select the action that you want to perform:

    • To open the report, click Open.
    • To edit the report details:
      1. Click Edit.
      2. If you want to edit the report title, in the Report title field, enter a new title.
      3. If you want to edit the report description, in the Report description field, enter a new description.
      4. Click Submit.
    • To move the report to a different category:
      1. Click Move.
      2. In the Report category list, select the category to which you want to move the report.
      3. Click Submit.
    • To copy the report shortcut:
      1. Click Copy.
      2. If you want to edit the report title, in the Report title field, enter a new title.
      3. If you want to edit the report description, in the Report description field, enter a new description.
      4. In the Category type list, set the report to public or private.
      5. In the Report category list, select the report category.
      6. Click Submit.
    • To remove a tile from the list, click Remove.
    • To delete a report:
      1. Click Delete.
      2. Click Submit.
    • To schedule a report run:
      1. Click Schedule.
      2. Under the Task Scheduling section, schedule a run, and 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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