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Reporting

Suggest edit Updated on October 29, 2021

Pega Platform provides a convenient way to retrieve specific application data and present the information in the form of comprehensible reports. For example, in an insurance application, you can create a report about clients that own vehicles, and then use that report to offer them new insurance contracts.

The reporting functionality provides you with statistics that you can analyze to improve your business. Pega Platform offers the following efficient ways to gather application data for interpretive purposes: insights and traditional reports.

Insights

Insights offer a wide range of customizable options thanks to which you can, for example, present data as interactive charts that you can then drill down to retrieve more specific information. By using various options, you can create unique insights that you can then share to specific groups or individuals. For example, in a transportation application, you can customize a chart-based insight about the most attended train routes, and then drill down to the nationality of each passenger to discover the number of foreign tourists.

Insights are accessible in the Explore Data functionality, which can use either Cosmos React or Theme Cosmos environments, thanks to which you can add insights to the landing pages of applications.

For more information, see Visualizing data with insights.

For example: The following visualization presents an exemplary use of chart-based insights. You can freely modify various settings to retrieve data that match your business requirements. In the example, each data series is customized with a distinct chart type, to increase its readability and appearance.
Chart-based insight
Visualization that presents an exemplary chart-based insight.

Traditional reports

You can present data as extensive list reports that provide detailed information in columns, or as summarized reports that provide statistics. The latter report type is customizable with static charts that you can use to exemplify certain data.

Each report is editable with various options such as sorting, grouping or filtering, and so you can adjust the content to constantly changing business requirements. For example, in a retail application, in a list report about orders, you can filter the results by category, and then sort them from highest to lowest to analyze selling trends. For more information, see Report types.

For example: The following figure presents an exemplary summarized report about assignments that have been resolved within the last 30 days. The report includes a pie chart to help users conveniently analyze the results.Note: As opposed to insights, charts in summarized reports are static, so you cannot drill down to subsequent data series.
Summarized report with chart
Graphic that features a summarized report that is supplemented with a pie
            chart.
  • Report categories

    You can distinguish reports from each other by organizing them into categories.

  • Report types

    You can analyze data from different perspectives depending on the report type that you use. You can monitor detailed lists of the events that occur in your application, or view summarized numbers of the occurrences. For example, you can create a report that lists the number of cases that users resolve within the last seven days, and analyze the report to assess user performance.

  • Report Browser

    Report Browser provides access to all reports that are available to you. You can use this interface to search for a report about resolved cases, and open that report to asses user performance.

  • Creating a report

    Achieve greater precision and flexibility in data retrieval and analysis by creating custom reports. For example, you can create a comprehensive list report that includes detailed information about company sales within specific period to analyze the performance of salesmen.

  • Running a report

    Access and analyze relevant information in clear and organized reports. For example, you can monitor system performance by running regular reports that can contain such details as the time spent to perform a task.

  • Editing a report

    Adapt to dynamic needs and continuously improve your reporting capabilities by modifying your reports. You can change the way your report displays information or filters data for different audiences.

  • Creating advanced reports

    Facilitate the process of data analysis by presenting the data that you retrieve from the database in the form of a table.

  • Visualizing data with insights

    Insights help you conveniently explore and analyze application data, such as company sales, bugs, and team assignments. You can use insights to retrieve specific data, and present the data as a list or an interactive chart.

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