Scheduling report using shortcut Vs Agent schedulig the report
I need to create 1 report that I can convert to Excel and email it out.
This report needs to be a combination of multiple summary reports and list reports. Is it possible to do something a Shortcut option in Reports?
Can we schedule multiple summary reports and list reports using shortcut option
I tried sending/scheduling a single report using Shortcut and executed, but we can also automate using Agents.
When to choose an Agent and shortcut to schedule or automate sending the report.
***Edited by Moderator Marissa to change type from Pega Academy to Product***
Accepted Solution
Updated: 5 May 2020 15:34 EDT
Pegasystems Inc.
US
Using OOTB report scheduling through report browser, you can only schedule a given report once, and only in one format (Excel or PDF, not both). In order to send both formats from report browser, you would need multiple report shortcuts, and the different formats would be attached to separate emails.
Pegasystems Inc.
US
Not sure what you mean by combination of multiple reports, please elaborate.
The advantage of scheduling reports through shortcuts (i.e., in the report browser) is that it is already set up. You do not have to implement an activity. Unless you nee to solve a specific issue that normal scheduled reports (shortcuts) don't offer, then you should schedule through the report browser.
Accepted Solution
Updated: 5 May 2020 15:34 EDT
Pegasystems Inc.
US
Using OOTB report scheduling through report browser, you can only schedule a given report once, and only in one format (Excel or PDF, not both). In order to send both formats from report browser, you would need multiple report shortcuts, and the different formats would be attached to separate emails.