Question
TechMahindra
IN
Last activity: 3 Aug 2025 23:56 EDT
How to add a Report Definition in Report scheduler in Pega Constellation
I need to implement the Automation process of generate the Report using Report Definition and Sent it to the Person Automatically on weekly basis. Currently I'm using the Pega Constellation. I need to send this report via email on weekly basis; Every Monday I need to send this Email to that Person. How to add the Report Definition in Report Scheduler in Pega Constellation.
And I searched the schedule option in the Action dropdown in the Report Definition screen, But its not there. and I'm able to see the Report Schedule screen Under Configure>Reporting>Scheduled Report. But I can't be able to add my Report Definition in that List. Whether it's possible in Pega Constellation to send the email automatically to the Person using Report Scheduler on weekly basis.
ai4process ltd
GB
Pega Constellation, the traditional Report Browser has been replaced by Data Insights, which offers a more modern and UX-friendly way to explore and visualize data. This limitation implies automated report scheduling via Report Definitions is not natively supported in Constellation the same way it was in traditional UI-based applications.
Workaround Options:
Use a Job Scheduler to run a Report Definition or Data Page periodically.
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Format the results into a CSV or Traditional UI section.
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Send the output via SendEmailNotification utility.
HCA Healthcare
US
In Pega Constellation, the usual “Schedule” option for Report Definitions isn’t available like it was in older UI versions. To send a report automatically every Monday, you’ll need to create a Job Scheduler that runs weekly. Inside that scheduler, use the pxRetrieveReportData API to fetch the report data based on your Report Definition. Then format that data (like CSV or Excel) and send it via email using a standard email utility or custom activity. You can’t directly add the report in the Scheduled Reports screen Constellation handles it differently. So instead of scheduling it from the UI, you're building a backend automation using scheduler + email logic. It takes a little setup, but it works well