Question
Kelly Services
US
Last activity: 5 Jan 2024 6:39 EST
Report Definition Is Not Exporting Column Filtered Results Into Excel
Hello All,
We are on 8.8.2 version of Pega.
When the user is applying filters on one or more columns in the report, and then trying to do Actions-> Export to Excel, then the exported Excel file is showing all the results instead of the filtered results.
I understand that OOTB behavior is considering the export to Excel from the initial results of the RD data page that is already loaded in the clipboard considering the filter conditions that is defined within the RD.
But if the client requirement is to further drill down this results in the exported Excel from the applied filter on one or more columns on top of the filter defined already in the RD, do we have any OOTB approach available in the latest 8.8.x versions, please do let me know.
If anyone has tried any workaround which worked or any different design / customization that worked to achieve this requirement, please do let me know.
Appreciate it.
***Edited by Moderator Marije to add Capability tags***
Pegasystems Inc.
CA
@Giri Konatham - This is OOTB behavior. The export always runs on the results returned by the Report definition.
Please check for the suggestion if that works for you.
ING Nederland
NL
Hi @Giri Konatham, a workaround for this is to create an user optimised view. After applying the filters, grouping and sorting on the portal's view the user can click on the 3 dots and there's an option "Save view as". Therein you can provide the view name and mark it as default if you wish.
Cognizant
IN
@SaurabhG7134 Could you please share in details about the solution. I am also looking for any OOTB approach or workaround