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Viewing and creating reports

Suggest edit Updated on May 10, 2021

Pega Sales Automation applications provide a set of standard reports that capture your sales data to give you a real-time view of the state of your business. In addition to the provided reports, you can create your own reports to analyze the data that is most important to your organization.

Note:

For information about application-specific reports, see Pega Sales Automation for Insurance reports.

For information about application-specific reports, see Pega Sales Automation for Healthcare reports.

  1. Log in to Pega Sales Automation as any persona, and perform the following steps to create new or view existing reports:
    ChoicesActions
    Create reports
    1. In the User portal navigation pane, click Reports.
    2. Click New report.
    3. Select a case type for the report, for example, select Opportunity to create an opportunity-based report that you can later customize.
    4. Select the report type.
      List type shows raw data whereas Summary or Chart shows summarized data in a variety of visual formats.
    5. Optional: Move columns by dragging them.

      By default, only necessary columns are aggregated and listed. You can ad properties, or remove properties that are not suitable for your business requirements.

    6. Optional: Delete columns by right-clicking and selecting Delete
    7. Optional: Add new columns by dragging any property from the left navigation menu into the table preview.
    8. Optional: To filter the report, drag any property from the left navigation menu into the Drop column to add Filter box.
      For example, to show only opportunities in the Analysis stage, drag the stage from the left navigation menu into the Drop column to add Filter box.
    9. Optional: To add a chart to better summarize the data, click Add chart and select any chart from the list.
    10. Click Done editing.
    11. In the Save report as dialog box, enter the name of the report and the category in which you want to save it.
    12. Click Submit.
    View reports
    1. In the User portal navigation pane, click Reports.
    2. In the Public Categories section, click a report category, and then select a report from the list.
    3. Optional: Review the list of report categories, rule names and descriptions.
      Monitor processes, Open cases, Predictive model monitoring, Troubleshooting, and Usage reports are part of Pega Platform. For more information, see Reporting Capabilities.
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