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Support Article

Charts Generation using Summary View Report

SA-2404

Summary



Require a resolution of how the below issues be mitigated.

Use Case : Generate Charts from the Summary View Report from the backend using agents to Customers .

· Attaching the chart in backend and emailing it. Not possible with scheduling also.

· Indexes and Joins are not possible for image type of chart in summary view. As for indexes and join it should be read only but for image type of chart it will not except read only.

· In image type of chart only two properties will be accepted which will not fulfill the requirement. We can use more than two properties in interactive type of chart but it cannot be exported to pdf.

· Data cannot be displayed in tabular format in summary view.

· Function alias cannot be used in summary view.



Resolution



The following PDN article clearly details what is possible in each of the different types of PRPC report:

https://pdn.pega.com/reporting/comparing-report-definition-list-view-and-summary-view-reports

None of the reporting requirements details in SR-118419 can be achieved in PRPC 6.3 SP1 using OOTB Reporting Functionality.


1. Generate Charts from the Summary View Report from the backend using agents to Customers .
<not supported or feature not available in PRPC 6.3 SP1>

2. Attaching the chart in backend and emailing it. Not possible with scheduling also.
<not supported or feature not available in PRPC 6.3 SP1>

3. Indexes and Joins are not possible for image type of chart in summary view. As for indexes and join it should be read only but for image type of chart it will not except read only.
<not supported or feature not available in PRPC 6.3 SP1>

4. In image type of chart only two properties will be accepted which will not fulfil the requirement. We can use more than two properties in interactive type of chart but it cannot be exported to pdf.
<not supported or feature not available in PRPC 6.3 SP1>

5. Data cannot be displayed in tabular format in summary view.
<A summary view rule defines a two-level report display, presenting summary counts, totals or averages to be displayed initially, and allowing users to click a row to drill down to supporting detail for that row. Summary view rules support interactive charts, trend reports, and the use of AJAX for pop-up SmartInfo windows. As far as I'm aware, there is not option to use TABS in this view.

6. Function alias cannot be used in summary view.
<not supported or feature not available in PRPC 6.3 SP1>
 
Suggest Edit

Published January 31, 2016 - Updated October 8, 2020

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