Report with summary and list
Does PEGA support a single report with both summary and list details. I know I can create a Summary report, which allows me to drill into the details. However, I need a solution to export (email) a report which includes both a summary table and the list details in a CSV or XLS usable file. I know PEGA doesn't support a multi-tab output file. However can all of the information be put in a single report view during export. For example summary at the top section and details in the section below.
Message was edited by: Lochan to add Category
Pegasystems
IN
There is no such provision as a report can be drilled down in various ways. You can drill down at individual group level or get all results by clicking the total. Also, the data returned could be really large (depending how the drill down report has been configured).
I am not sure how a single CSV can have both the summary and drill down details. For one, the columns won't match between the two. Are you suggesting we create two CSV files with a single click of export?
Cisco
US
Hi Rajiv, What I am looking to have is a very simple output with a summary table and detailed of information below it. Just a pivot style summary table at the top, a few blank rows, then a detailed list of the data below it. The below information could be placed into a CSV file and open with columns correctly aligned. Alternately this sort of "combo" report could be set to only export to XLS and PDF, no CSV if that make is less complicated.
Summary
Location,Count,Value
US,5,$35000
UK,4,$40000
Details
Category,Case#,Value,Customer,Location
Standard,011593,$2000,ABC,UK
Standard,000828,$2000,DEF,US
Standard,013517,$10000,DEF,US
Standard,020591,$15000,DEF,US
Standard,021100,$5000,ABC,US
Monitoring,050431,$25000,DEF,UK
Monitoring,057138,$10000,DEF,UK
Monitoring,065554,$3000,ABC,UK
Monitoring,065554,$3000,ABC,US
Cisco
US
Can 2 report definitions be used in a single report? What I am looking for is solution to be able to deliver a single file with multiple views of information. Either by having it all on the same worksheet or with it divided a multi-worksheet excel file. Providing multiple files via multiple emails is what I am currently doing and not a good end solution. If PEGA doesn't have OOTB support for this, the only option I see is to try to implement it myself or transfer the data to another database/reporting tool. Is there any add-on reporting tools for PEGA that provide this sort of functionality so that I don't have to create a mirrored database or implement something of my own with-in PEGA?
Pegasystems
IN
You can try to generate two PDF exports for the data and using a PDF merging tool to merge them into a single file and send an email
You can also try using Apache POI, which is already present in the product to generate multi-worksheet Excel.
There is currently not OOTB support. Custom code will have to be written to do this.
Pegasystems Inc.
DE
As far as I know 2 report definitions cannot be used in a single report. I also like Rajiv's approach of using PDF merging libraries or Apache POI.
Another possible option would be to use a Database centric solution based on Database View. This is both simple with possibly needs very little effort.
This could be done by using "union all" your Summary and Detail report. Here is how to do it
-- This creates a view which is a concatenation of 2 resultset
create view demo_summary_report_view as
select category, null, sum(value) , customer, location, "Summary"
from your_customer_table group by case_category, customer, location
union all
select category, caseId, value, customer, location, "Detail" from your_customer_table
Note : when creating "union all" both the no. of columns and their data type must be same.
In above SQL we are creating "union all" between summary and detail view. To separate these 2 report values I created a marker in last column namely "Summary" and "Detail".
Once this is created all you need is simply to map an existing class or anew one to this view as you would do for any normal table.