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Report Definition rule form

A report definition rule defines a report definition report. This rule generates an SQL query that retrieves and sorts information from the PegaRULES database, an external database, or an Elasticsearch index, and generates HTML that displays the results in a variety of formats. You have a range of options for interacting with the results, depending on the settings on the Report Viewer tab.

The following tabs are available on this form:

Because of the ease-of-use of report definition rules, managers can create, share, modify, and schedule report definition reports with little or no assistance from application developers.

Basic concepts and terms

The two types of report definition reports are summarized reports and list reports.

  • Summarized reports – Summarized reports display summary counts, totals, or averages, and you can drill down to supporting information. At least one column must be a summarized column, which contains data that is summarized by using one of the following built-in functions:
    • COUNT()
    • COUNT DISTINCT()
    • SUM()
    • AVG()
    • MIN()
    • MAX()
  • List reports – List reports display unsummarized or detailed data for individual cases or other data instances.

The columns in report definitions can contain either property values or the values of expressions using SQL functions.

Where referenced

Query results for report definitions are stored on a clipboard page (typically of class Code-Pega-List ). APIs allow developers to run a report definition and access the data that is returned by its query without needing the report definition itself to display the results.

Your application can reference a report definition in the following places:

Access

Both developers and managers can create, update, and run report definitions.

  • Developers – Can create and update report definitions in Dev Studio. These rules are available from the Reports category in the Application Explorer.
  • Work managers – Can browse and search for existing reports that are available to them, re-organize these reports within user-defined categories, run reports, and create new reports from the Report Browser in the Case Manager portal. Managers need access to a local, unlocked ruleset to work with the Report Browser.
Using one shared, unlocked, local production ruleset for reports for all access groups for an application simplifies the maintenance and migration of report definitions, report categories, and report shortcuts in the Report Browser.

Completing the rule form

When creating a report definition by using the rule form, complete the tabs in the following order:

  • Use the New dialog box to enter a name for the report that describes the purpose of the report, using short words and abbreviations.
  • Complete the Query tab to:
    • Define which properties, or expressions using SQL functions, to include as columns in the report, and the settings that control the appearance of each column (heading, width, format, sort order, and so on).
    • Define filtering conditions that define which class instances are included as rows in the report or in summarized data.
  • On the Chart tab, use the Chart Editor to design a chart to present the report data. Charts are available only for summarized reports.
  • Complete the Report Viewer tab to control how users can interact with the report in the Report Viewer.
  • Complete the Data Access tab to:
    • Define joins to other classes, declarative indexes, and reports.
    • Define resource limits for the report that control how many rows of data are returned, and how long the report is allowed to run.
    • Define security restrictions and account access.
      Use the Access Manager to define column-specific security restrictions for individual users or user groups. The restrictions are applied when the report definition runs.
  • Complete the Parameters tab to document the name, description, and data type of parameters used in the report definition.
  • Enter a full Description on the History tab that explains the report in more detail. This detailed description is displayed in the Report Browser when the pointer hovers over the report listing.
  • Save the rule or run the rule to preview the report in the Report Viewer.

Defining report definitions on abstract classes

You cannot run report definitions that are defined from the following classes from the rule form, but you can run them in the Report Browser:

  • Rules defined on Work- or abstract classes derived from Work-
  • Rules defined on History-Work- or abstract classes derived from History-Work-
  • Rules defined on Assign- or abstract classes derived from Assign-

When you run these rules in the Report Browser, the Applies To class of the report is resolved as follows:

Defined on: Applies To class resolves to:
Work- or abstract classes derived from Work- The current work pool of the application that is run
History-Work- or abstract classes derived from History-Work- The History-Work- class for the current work pool of the application that is run
Assign- or abstract classes derived from Assign- Assign-Worklist

Category

Report definitions are instances of the Rule-Obj-Report-Definition class. They are part of the Reports category.

  • Report Definition Query tab

    The Query tab defines the content of the report, including the rows and columns included in the report. The information on this tab determines the SQL query that runs to retrieve the data for the report.

  • Report Definition Chart tab

    On the Chart tab, you can create or edit a chart in a summarized report by using the Chart Editor. To include a chart, a report must have at least one summarized column and one group by column.

  • Report Definition Data Access tab

    Use the Data Access tab to manage class joins and other settings related to accessing data from a database by using a report definition.

  • Declare Trigger form - Completing the Pages & Classes tab

    Use this tab to list the clipboard pages referenced by name in the Triggers tab. See How to Complete a Pages & Classes tab for basic instructions.

  • The Calculation Builder

    In the Report Viewer, the Report Editor, and the Report Definition rule form, you can use the Calculation Builder to select an SQL function, a literal value, or a column name. You can build nested expressions in the Calculation Builder by using an SQL function as the parameter value for another SQL function.

  • Standard Report Definitions — Monitor Assignments

    Standard reports in the pyMonitorAssignments category provide information about open assignments. Open assignments represent a backlog of work for human operators.

  • Standard Report Definitions — Performance Analysis

    Standard reports in the pyPerformanceAnalysis category analyze and summarize resolved (completed) work items along quality dimensions. These reports support a retrospective review of past work to help identify how business processes might be improved. The reports are derived from instances of Work- classes.

  • Standard Report Definitions — Work Analysis

    Standard reports in the pyWorkAnalysis category identify by assignment which flow actions were selected, how often, and the timeliness of the selection. These reports are derived from information in the History-Work- classes.

  • Standard Report Definitions — Work Monitoring

    The pyWorkMonitoring category includes reports that list or summarize open (unresolved) work items in the current application. These reports support day-to-day monitoring of the business processes that are supported by your application.

  • Viewing generated Java code of Access When rules
  • Learning about report types

    You can analyze data from different perspectives depending on the report type that you use. You can monitor detailed lists of the events that occur in your application, or view summarized numbers of the occurrences. For example, you can analyze the number of cases that have been resolved within the last seven days to assess user performance.

  • Creating advanced reports

    Facilitate the process of data analysis by presenting the data that you retrieve from the database in the form of a table.

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