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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.

Customize your report headers

Valid from Pega Version 7.1.5

You can customize the way that the header for all of an application's reports will be displayed by overriding the section pyReportEditorHeader. Save a copy of this section into the application's ruleset, then edit it to display the information, images, and layout that you desire. Once changes are saved, each of your application's reports will automatically use the updated header.

Advanced inline report filters

Valid from Pega Version 7.1.5

You can create a custom section and use it to display report filter controls at the top of the report, replacing the default display. The custom section can include basic controls (such as a drop-down menu or text entry field), and the controls can only provide values for the filter functions established in the Edit filters section of the Query tab for the Report Definition.

Use "alternate database" as report source

Valid from Pega Version 7.1.6

You can opt to use the the "alternate database" identified in the Reports Database field of the Data-Admin-DB-Table instance that supports the Applies To class of a report as the source for the report. This reduces the load on the database that serves your application when you run the report.

The Scratch Pad tool is no longer available

Valid from Pega Version 7.3.1

The Scratch Pad tool is no longer available. To add properties to a report from an end user portal, use the Data Explorer. The Data Explorer provides an efficient way to find a property or calculation to include as a column in a report.

For more information, see Data Explorer.

Custom scaling on x-axis for bubble charts

Valid from Pega Version 7.3.1

Bubble charts now support custom scaling for the x-axis as well as the y-axis. For example, you can now configure a fixed range for the x-axis.

For information about including a chart in a report, see Adding or editing charts from the Report Definition rule form.

Enable users to save charts as .png files

Valid from Pega Version 7.3.1

You can now enable users to save a report chart as a .png file. On the Chart tab of the Report Definition rule form, click General settings and select the Export chart to image check box. When you select this option, users are provided with the Save as image option, which they can use to save an image of the chart to include in a Word document or email.

For information about including a chart in a report, see Adding or editing charts from the Report Definition rule form.

Enhancements to exporting reports to Excel

Valid from Pega Version 7.3.1

When you export report results to Microsoft Excel, the process now creates a Data sheet and an Info sheet in the Excel file. By default, the Info sheet contains the report title, filters used to generate the report, the date when the report was generated, and the number of results returned.

If you want the report title and filters to display in the first sheet instead of the Info sheet, you can disable the default functionality. For more information, see Disabling the creation of an Info sheet in Excel output.

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