@VenkateswararaoK below is a GenAI answer to your question:

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Current State: Export to Excel Availability

To directly answer your question: Yes, Export to Excel is currently available only for Data Reference views that are sourced from Report Definitions, not for Embedded list views. This is a platform-level architectural limitation rather than a configuration oversight.

The screenshot you provided perfectly illustrates this behavior - the Export to Excel option is visible and functional in the Data Reference section (with 2 results), while the Embedded Reference section shows "No records found" and lacks the export functionality entirely.

Technical Root Cause Analysis

The limitation stems from how Pega's Export to Excel functionality is architected. The feature is strictly tied to Report Definitions and does not consider Data Pages directly. Here are the key technical constraints:

Database Origin Requirement: Export to Excel only works when data originates from the Pega Database. If a Data Page is editable, the export option becomes unavailable because editable data pages retrieve information from the clipboard rather than the database.

Parameter and Filter Limitations: Any parameters, promoted filters, or column-level filters applied at the UI level are disregarded during the export process when using the current implementation.

Data Source Dependencies: Embedded list views typically rely on data pages that may not meet the strict database-sourced requirements that the export functionality demands.

Practical Solutions and Workarounds

Solution 1: Convert to Report Definition Source

To enable Export to Excel for embedded views, you'll need to ensure the data source is a Report Definition:

1. Create or modify the data source to use a Report Definition instead of a standard Data Page
2. Expose/optimize properties used in your Report Definition by following Pega's property optimization guidelines
3. Configure export options in the Report Definition's 'Report Viewer' tab:
   • Navigate to 'User Actions'
   • Check 'Enable Actions'
   • Click 'Options' and verify 'Export To Excel' is enabled

Solution 2: Manual Export Configuration

For custom implementations, you can configure manual export buttons using activities like exporttoexcel or pzDownloadDataRecordsAsCSV, though this requires additional development effort.

Solution 3: Alternative Export Methods

• Use the pxConvertResultsToCSV activity for data page-based exports
• Implement custom solutions using OOTB activities like pzDownloadDataRecordsAsCSV

Future Platform Enhancement

There is an open enhancement request : EPIC-98542 n. This enhancement, titled "Export to Excel Supports Data Page as Source," is currently in development with the following details:

his enhancement will provide the flexibility you're seeking by allowing direct exports from data pages without requiring conversion to Report Definitions.  We do not know the exact release where this will be integrated You might want to track EPIC-98542 through your Account Executive to stay informed about the timeline for this enhancement, as it will significantly improve the export capabilities for embedded views once implemented.

Additional Configuration Notes

If you need to hide the Export to Excel option from any list view temporarily, you can uncheck the 'Allow querying' option in the Data Page that sources the list view. This provides granular control over where the export functionality appears.

References:

• Pega Platform Documentation - Configuring List Views
• Pega Platform Documentation - Insights and Reporting Best Practices