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Using the Report Browser, Report Viewer, and Report Editor (6.2 SP2)

Summary

Report Definition rules, introduced in PRPC 6.1, make it easy for both developer and non-developer users to create and share clear, accurate, and illuminating reports on business processes. Enhancements introduced in 6.2 SP2 extend and simplify what you can do with Report Definition reports.

New in SP2 is the Report Editor. The Editor assembles the various report-editing functions in a single interface, and adds simplified access to data properties and calculated values so you can quickly add columns to a report.

Reporting in PRPC 6.2 SP2 - Nine tutorial videos offers an introduction to the suite of reporting features and some detailed examples of working with reports.

Suggested Approach

Report browserHere is what you can do with a report in the Browser, Viewer, and Editor.

Note that some editing functions are available in both the Report Viewer and the Report Editor. Also note that which of these options are available depends on settings in the Report Definition rule that generates the report.

To access these tools:

  • In the Designer Studio, click Pega button and then select Reporting > Access > Report Browser.
  • In the Case Manager Portal, select the My Reports tab.

Open a report in the Report Viewer by clicking on one of the shortcut links in the Browser. If the report is editable, an edit icon appears that lets you open it in the Report Editor.

Report Browser

The Report Browser lists all reports available to you. You can view the entire list at once, or select a category to see only the reports in that category.

Browse or search for a report

Use the search tool to find a report with your search text in its title.,

Create a new report, or create a category to help organize reports, by clicking the New Report and New Category buttons.

Click on a category to see the reports it holds.

Right-click on a report shortcut

The context menu that appears lets you

  • Edit - edit the report shortcut's title or description, or move it to a different category.
  • Copy - create a report shortcut and save it in one of your categories. If you copy a shortcut into a shared category, the report becomes available to your colleagues.
  • Delete - remove the report shortcut. If no other shortcut for the report exists, the system deletes the report.
  • Schedule - have the report run at a set time or on a repeating schedule.
  • Subscribe - if the report is scheduled, you can subscribe to receive a copy by email each time it runs.

See How to schedule reports and subscribe to scheduled reports.

right-click menu for reports

Right-click on a category

The context menu lets you rename or delete a category

category context menu
Run a report Click on the report shortcut to open it in the Report Viewer.

For more information about the Report Browser, see the tutorial videos, or Using the Report Browser to organize and manage reports.

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Report Viewer

Open a report in the Report Viewer to see and work with the report.

The icons at the top of the Viewer let you:

  • Open the report in the Report Editor
  • Sort and summarize the report; change a summary-type report to a list-type report (this is also available in the Report Editor)
  • Print the report, or export it as a PDF document or an Excel spreadsheet
  • Save the report, or save a copy
control icons

Right-click a column heading

The context menu lets you:

  • Adjust the column heading, display format, and width
  • Remove the column
  • Sort the report by the values in the current column
  • Display the values in the current column as subheads in the report, grouping the data by these values (where relevant)
column head context menu

Click any Filters link

You can adjust existing report filters, or add a filter, to change the amount of data displayed

filters link

For more information about the Report Viewer, see the tutorial videos.

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Report Editor

The Report Editor uses simulated data to let you work quickly on the report's design and the columns it includes. Return to the Report Viewer to see the report with live data.

A series of hints is available just below the icons at the top of the Report Editor.

The icons at the top of the editor let you:

report editor icons

Data Explorer

Select properties or create calculations and use them to populate columns in the report.

Depending on a setting in the Report Definition rule for this report, the Data Explorer may display unoptimized properties (properties in the BLOB column only). Using unoptimized properties can cause significant performance slowdowns, so all properties needed in reports in a production system should be optimized.

see Blob Data Retrieval and Performance Implications.

Data Explorer

Right-click a column heading

The context menu lets you:

  • Adjust the column heading, display format, and width
  • Remove the column
  • Set a summary function for the column (where relevant)
  • Display the values in the current column as subheads in the report, grouping the data by these values (where relevant)
context menu for editor columns

Click any Filters link

You can adjust existing report filters, or add a filter, to change the amount of data displayed

links to report filters

For more information about the Report Editor, see the tutorial videos.

Note: in newer versions of PRPC you can add charts to illustrate summary-type Report Definitions. See Working with charts in reports (6.3) or Working with charts in reports (7.1).

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Access to Report Browser functions

When you create a report in the Report Browser, you also create a Report Definition rule. Since non-developers do not normally have permissions to create and save rules, a non-developer who wants to create reports must have a production RuleSet associated with their access group to hold the Report Definition rules they create.

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Additional information

 Reporting in PRPC 6.2 SP2 - Nine tutorial videos

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