Skip to main content
LinkedIn
Copied!

Table of Contents

Creating a report shortcut

Version:

Only available versions of this content are shown in the dropdown

Manage, run, and share reports quicker by creating reports shortcuts. You can create a report shortcut by creating a shortcut rule.

Create a report, and then make it available in the Report Browser. For more information about creating reports, see Creating a report.
  1. In the header of Dev Studio, click Create Reports Shortcut .

  2. In the Label field, enter the title or description of the record.

  3. Optional:

    To edit the shortcut name, in the Identifier field, click Edit, and then provide a new name.

    By default, the Identifier field inherits the name from the Label field. A valid identifier name starts with a letter, and consists of letters, digits, and underscores.

  4. Set the shortcut display details:

    Choices Actions
    Display the shortcut in one of the standard categories
    1. In the Owner Type list, select Standard.

    2. Optional:

      To edit the owner, in the Owner field, enter an owner name.

      By default, the Owner field value is ALL.

    Display the shortcut in one of the shared categories
    1. In the Owner Type list, select Shared.

    2. In the Owner list, select an Operator ID.

    Display the shortcut in one of the personal categories
    1. In the Owner Type list, select Personal.

    2. In the Owner list, select an Operator ID.

  5. In the Category name list, select a shortcut category.

  6. Configure the shortcut context:

    1. In the Development branch list, select a development branch.

    2. Under the Development branch list, select one of the applications.

    3. In the Add to ruleset list, select a ruleset to which the shortcut applies.

  7. Optional:

    To associate a work item with the shortcut, in the Work item to associate field, press the Down arrow key, and then select a work item.

  8. Click Create and open.

  9. In the Edit Shortcut section, enter the shortcut details:

    1. In the Shortcut title field, enter a shortcut title.

    2. In the Report description field, enter a report description.

    3. In the Rule type list, select the report type to which the shortcut applies.

    4. In the Applies to field, press the Down arrow key, and then select an entity to which the shortcut applies.

    5. In the Rule key field, press the Down arrow key, and then select a rule key to which the shortcut applies.

  10. Optional:

    To add a shortcut parameter, click Add parameter, and then specify the parameter details.

  11. Click Save.

  12. Optional:

    To view all of the report shortcuts for the application, click Records Reports Shortcut .

  • Managing reports shortcuts

    Manage report shortcuts by renaming, moving, copying, or deleting them. The Report Browser displays manageable report shortcuts in the form of tiles.

  • Standard reports and categories

    All reports are organized by categories. Each report must belong to one category, but you can have report shortcuts to the same report in more than one category.

Did you find this content helpful?

100% found this useful

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

We'd prefer it if you saw us at our best.

Pega Community has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice
Contact us