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. In Pega Platform, you can create advanced reports by managing report definition rules that use a variety of features to organize data in tables.
  1. In the header of Dev Studio, click Create > Reports > Report Definition.
  2. Create a report definition:
    1. In the Label field, enter the title or description of the record.
    2. Optional: To edit the name, in the Identifier field, click Edit, and then enter a new name.
      By default, the Identifier field inherits the name from the Label field. A valid identifier name starts with a letter, and consists of letters, digits, and underscores.
    3. In the Apply to field, select a class for the report definition, or select a work pool to report on all work types in the work pool.
      Note:

      For certain uses, you can select an abstract class for the field, such as the Work- class. The system then determines a work pool or a single class that is the source of the report contents. For example, a report definition with Work- class presents drill-down details that another report definition can reference.

      The list of available class names depends on the ruleset that you select. Each class can restrict applying rules to an explicit set of rulesets as specified on the Advanced tab of the class form.

    4. In the Add to ruleset list, select the ruleset in which you want to include the report definition.
    5. Optional: To associate the report definition with a work item, in the Work item to associate field, press the Down arrow key, and then select a work item.
    6. Click Create and open.
  3. In the Edit Report definition page, define the contents and display of the report.
    For example, you can edit filters, include a chart, or manage the report body. For more information about the configurable options, see Learning about report definitions.
  4. Click Save.