Skip to main content
LinkedIn
Copied!

Table of Contents

Removing standard reports and categories from the Report Browser

Version:

Only available versions of this content are shown in the dropdown

You can customize which standard reports and report categories are included in the Report Browser in the Case Manager portal. By default, many standard reports and report categories are included in the Report Browser. Managers can run these standard reports, or save copies and modify the reports to meet additional business needs.

  1. For the standard report or report category that you want to remove from the Report Browser, save a copy of the shortcut rule or category rule in your application ruleset.

  2. Set the availability of the rule to Blocked.

  3. Save the rule.

  • 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.

  • Creating a dedicated ruleset version for manager reports

    In the Report Browser in the Case Manager portal, managers create report definitions, report shortcuts, and report categories. To enable managers to create and modify these types of rules as they use the Report Browser, you must create a dedicated ruleset version for manager reports.

Did you find this content helpful?

0% 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