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Comparison of report definition, list view, and summary view rules

Suggest edit Updated on October 18, 2019

Introduced in Pega Platform™ 6.1, report definition rules define reports that allow a wide variety of user interactions with the displayed results. Report definition rules replace list view rules and summary view rules (also known as V5 reports). Report definition rules provide most of the functionality of these earlier rule types, plus new features. 

Report definition rules offer several advantages over list view and summary view rules. Most notably, 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.

In Pega Platform 7.2 and later, list view and summary view rules are deprecated and no longer supported. Create list reports and summarized reports by using the report definition rule. For more information, see Report definition reports and Deprecated report types.

The following table summarizes the capabilities of each reporting rule type.

Comparison of reporting rule types

FeatureReport definition rulesV5 report rules
 6.1 - 6.2 SP16.2 SP26.37.1 and laterList viewSummary view
List-type reports
Summary-type reports
Trend reports
Area, bar, column, line, and pie charts
Bubble, gauge, spark charts, and maps
Funnel charts, pyramid charts
Switch between simulated and real data
Can include references to unoptimized properties
Display properties only
Optional use of a reports database to reduce system performance impact
Managers can compose reports interactively
Report Viewer
only

V5 Report Wizard

V5 Report Wizard
Managers can share reports with others
Schedule reports
From
6.2 SP1
Subscribe to scheduled reports
From
6.2 SP1

Export to Excel6.1:
Current page only
Current page only
Export to PDF6.1:
Current page only
Current page only
Sort by columns at run time
Filter by columns
Inner joins to present values from more than one table
(Requires configuration)

(Requires configuration)
Outer joins to present values from more than one table
Association rules to automatically define joins
Standard, out-of-the-box management reports
Drill down from summary report to list report, or to another summary report
Paging
SmartInfo pop-up section from a row of a list report
Change report title at run time
Joins using Declarative Index
Enforce maximum rows limit
Enforce maximum elapsed run time in seconds

Tags

Pega Platform 7.1.1 - 7.4 Reporting Hospitality and Entertainment Retail Manufacturing Financial Services Utilities Media and Advertising Government Healthcare Life Sciences Insurance
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