Question
Areteans
US
Last activity: 7 Mar 2024 6:33 EST
Disabling OOTB Reports in PegaSalesAutomationCosmos
In the Pega Sales Automation, We can see all the OOTB reports present in the Reports section of the user portal. And from developer portal we can see that its getting populated from this OOTB Final pagelist property .pzRBAllReports which refers a Data page D_pzRBAllReports whose availability is also made as Final.
And also the Report definations inside the dpage are also made as FInal.
So are there any way to disable those OOTB reports and only show our internal reports designed by us.
Accepted Solution
Updated: 7 Mar 2024 6:33 EST
Pegasystems Inc.
GB
@ATRIRUPBASU In Pega Sales Automation, the OOTB reports are indeed populated from the .pzRBAllReports pagelist property, which refers to the D_pzRBAllReports data page. Since these are marked as Final, they cannot be directly modified. However, you can create your own reports and add them to the Reports section of the user portal. To only show your internal reports, you would need to create a custom section or harness that only includes your reports, and then modify the portal rule to use this custom section or harness instead of the OOTB one. Please note that this approach requires a good understanding of Pega application development and should be done carefully to avoid impacting other functionalities.
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