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.
- In Pega Robot Manager, log in to your application with ReportAdmin or ReportWriter privileges.
- Access your report, and then click Edit report.
- Next to the column header, click the Open Menu icon.
- If the report does not include the column for which you want to change the ID, drag the column from the Data Explorer section into the report.
- In the list of options, select Format.
- In the Format values field, enter the appropriate value:
- To replace the ID with the name of the Organization ID column, enter pxOrganizationName.
- To replace the ID with the name of the Division ID column, enter pxDivisionName.
- To replace the ID with the name of the Unit ID column, enter pxUnitName.
- To replace the ID with the name of the User ID column, enter pxUserName.
- To replace the ID with the name of the Workgroup ID column, enter pxWorkgroupName.
- To replace the ID with the combined name of the Organization, Division, and Unit ID columns, enter pxOrgDivUnitName.
- To get the name of the unit from the combined name of the Organization, Division, and Unit ID columns, enter pxUnitNameFromOrgDivUnit.
- Click Apply changes.
- Click Done editing.
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