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Published Release Notes

Find release notes for the selected Pega Version and Capability

Browse resolved issues for Platform releases.

This documentation is for non-current versions of Pega Platform. For current release notes, go here.

Report Browser removed from Designer Studio

Valid from Pega Version 7.1.9

The Report Browser and Access landing page have been removed from Designer Studio. In Designer Studio, developers can create, edit, and test reports by using the Report Definition rule form.

The Report Browser is still available in the Case Manager portal.

Chart drilldown capabilities extended to dashboard widgets

Valid from Pega Version 7.3

When the chart for a report is displayed in a dashboard widget, you now can click any part of the chart to drill down and view the subset of data for that part. This enhancement provides you with an accurate view of the data that determines the report results. Previously, this capability was provided only in the Report Viewer.

Enhancements to exporting report results to Excel

Valid from Pega Version 7.3

When you export report results to Excel, the .xlsx file that the export process generates is smaller, opens faster, and no longer displays a security warning when you open it. Excel handles more of the formatting, and DateTime, Date, TimeOfDay, and Numeric properties are exported in a format that Excel recognizes. In addition, columns have sorting and filtering enabled by default.

These enhancements are enabled by default and provide improvements to performance and memory usage, especially with large data sets. You can disable this new default behavior by modifying the pyEnableExportToAdvancedExcelFormat when rule. For more information, see Disabling the default functionality for exporting reports to Excel.

Improved data security for BIX extracts for Pega Cloud customers

Valid from Pega Version 7.3

Data security is improved for BIX extracts in the Pega Cloud. BIX extracts are now processed through the use of a HIPAA-compliant system. As a result of this improvement, the method for obtaining BIX extracts has changed. For more information, see Process for obtaining BIX extracts has changed for Pega Cloud customers.

New process for Pega Cloud customers to obtain BIX extract files

Valid from Pega Version 7.3

The process for obtaining Business Intelligence Exchange (BIX) extract and manifest files for Pega® Cloud customers has changed as a result of data security enhancements for HIPAA compliance. By default, after upgrading to Pega 7.3, you must obtain the BIX extract and manifest files from the Pega SFTP server. From within Designer Studio, you can configure the BIX extract and manifest files to be sent to a remote SFTP server by a file listener. For Pega Cloud customers who have purchased a Pega Cloud SFTP Server subscription, you can configure BIX to send the BIX extract and manifest files to the SFTP server's folders for remote SFTP client download.

For more information about obtaining files from the Pega SFTP server, see Obtaining BIX extract files from the Pega SFTP server.

For more information about having files sent to your SFTP server, see Defining SFTP-related data instances.

View status of custom search indexes

Valid from Pega Version 8.1

Custom search indexes are special purpose indexes that are created and managed outside of Pega Platform™. You can view the status of custom search indexes on the Search landing page to see whether they are complete. This information is useful for troubleshooting and can help you determine whether to rebuild the index.

For more information, see Checking search index status.

Data pages can source information from a robotic desktop automation

Valid from Pega Version 8.1

You can now configure data pages to source information from robotic desktop automations (RDA). Using an RDA to source a data page allows you to connect your Pega Platform™ application to any application that is accessible from an end-user's desktop. By using automations to retrieve data and load it into a data page, you can use data virtualization to separate your Pega Platform data model from the physical interface of a legacy system against which the automation is running.

For more information, see Obtaining information from robotic automations.

Ability to generate a dedicated search index for a case type

Valid from Pega Version 8.1

You can generate a dedicated search index for a case type. Using a dedicated index makes reporting faster without putting additional requirements on the database. 

For more information, see Including indexed data during case search.

New tile view in Report Browser

Valid from Pega Version 8.1

The Report Browser now displays available reports in a tile view, in addition to the list view. You can toggle between the two display formats. The report tiles provide a thumbnail preview of each report, which makes it easier for you to identify reports at a glance, without having to open each report.

For more information, see Report Browser features.

Case-insensitive filtering in reports

Valid from Pega Version 8.2

Filtering in reports is now case-insensitive, improving the reporting and searching experience. You can turn off case-insensitive filtering, for example, by using an activity. You might want to do this if your index is too big or if the length of time it takes for indexing impacts performance.

For more information on report filtering, see Editing filter conditions.

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