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About the V5 Report wizard 
Use the Report wizard to define and customize interactive V5 reports for yourself or others who share an access group.
The V5 Report wizard presents a series of panels that prompt for each element needed in a report definition. When you complete a report rule, the system creates a list view rule or summary view rule from your inputs. If you have the appropriate access role and RuleSets, you can later update the created summary view or list view rule directly, if desired.
You can't use the V5 Report wizard to create report definitions.
PrerequisitesWhich work pool is reported on?
Most reports present information about work items or assignments. Before using such reports, check the work pool name currently selected. See work pool name.
What RuleSet can I add new rules to?
Identify in advance a RuleSet for the rule that defines the custom report.
Running a previously defined list view or summary view rule does not alter any rules. However, to make a custom report available from a portal shortcut, or to save a modified report definition, the list view or summary rule you create with the wizard must be saved into a RuleSet version that is not locked.
Does my access role provide the needed privilege?
The privilege @baseclass.ReportWizard is required to start the V5 Report Wizard. Standard roles PegaRULES:WorkMgr4 and PegaRULES:SysAdm4 provide this privilege.
Managers
Managers can define V5 reports in four categories, covering work items, assignments, and work item history. Start the Report wizard in any of three ways:
- Click the Report on Work link in the Accelerators and Wizards area of the Dashboard workspace home view.
- Open the Monitor Activity workspace. Click the New button (
) in any group of the workspace to create a report for that category. - Open the Monitor Activity workspace. Select a report category from the Create Reports area of the navigation panel.
Developers
Developers can define reports on any concrete class derived from the Assign-, Data-, History-, Index-, Log-, Rule-, or System- base classes.
To start the V5 Report wizard select
> Reporting> Tools > V5 Report wizard > report category.
You can start the V5 Report wizard to report on any concrete class:
- Open the standard activity named Rule-Obj-HTML.Wizard_StartViewWizard
- Click the Run toolbar button (
). - Enter
Data-as the value of the category parameter.
Some classes may contain hundreds of properties. To help application users find the properties they want when using the wizard, your application can extend and customize the categories (such as Date/Time Fields, Numeric Fields, and so on) that group properties. See Report Wizard customizations — How to categorize properties into custom categories.
To simplify or restrict use of the Report Wizard, you can customize an activity to control which classes appear in the DataSource step. See Report Wizard customizations — How to restrict available DataSource classes.
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base class |
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About List View rules About Summary View rules WorkManager portal — Working in the Monitor Activity workspace |
Tools — Reporting