How to create Report for users
Hi all
I am a pega beginner and am required to create report for users.
Once user log in pega, any user needs to see the same report from case portal...
Could you tell me how to create Report in developer studio for all users?
Best regards,
***Edited by Moderator: Pallavi to update platform capability tags***
Updated: 14 Jun 2021 7:38 EDT
Pegasystems Inc.
IN
When you create a new report from Dev studio, n the Report Viewer tab, we can select the option "Display in Report Browser" and select the category. Then the report will be visible to all the users who have Reports option in the portal menu.
Please find the below screenshot for more details.
Updated: 14 Jun 2021 7:38 EDT
Pegasystems Inc.
IN
Did you check inside All Reports in Report browser and did you select "Display in Report Browser."
Did you logoff and login again after adding the new report as the list which displays reports is a Data page of requestor level.
Coforge DPA
GB
Hi
Can you share the screenshots of your Report Viewer tab, Report shortcut and the Report Browser portal. That would help to analyse.
Regards
Bhavya
Anamata
NL
Keep in mind that by default Reports are only available in the Manager portal and NOT in the Case Worker portal.
IN
Hi,
Report will be shown in manager portal once you checked display in report browser option in created report.
To show reports to other users you need to customized pyCaseWorkerNavigation rule and add report option with appropriate actions(refer pyCaseManagerLinks to see Acitons)
please check this screenshot
Hope this helps
