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Question

 Sai Jyothsna Mokkala (SaiJyothsnaM)
Virtusa

Virtusa
IN
SaiJyothsnaM Member since 2014 1 post
Virtusa
Posted: Feb 3, 2022
Last activity: Feb 7, 2022
Posted: 3 Feb 2022 1:38 EST
Last activity: 7 Feb 2022 2:27 EST
Closed

How to show report (one excel file) with 2 tabs based on case type

Hi,

May I know how can we schedule a report  with single excel or csv file but on two tabs based on case type.

Example : If I have a report definition on a work class where 2 case types reside, I should be able to generate a file with one case type each in each tab and schedule it every day in an email.

Thanks in Advance!!

 

***Edited by Moderator: Pooja Gadige to add capability tag***
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Pega Platform 8.4.1
Reporting
Case Management
Financial Services
Senior System Architect

Posted: 3 years ago
Posted: 4 Feb 2022 21:36 EST
Niladri Mandal (Niladri)
TCS

TCS
US

@SaiJyothsnaM If 2 different case type then you can try to convince business with 2 separate report which can be done OOTB.

To meet your requirement, you have to manipulate report with custom activity to generate excel file and schedule using a job.

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