Posted: 21 Nov 2019 5:00 EST Last activity: 2 Dec 2019 3:57 EST
How to export report as a file to share it with other users
In most of the Pega OOTB application we have the reporting module. The reporting module contains the category. The categories are either public or private, or a custom category.
Due to security and confidentiality, and in B2B context, we want each client to be able to share reports with its own group and colleagues.
Thus it will require us to create category for each client and secure these objects via ABAC. This is cumbersome and we will need to customize a lot of OOTB rules.
Thus an alternative put on the table. Is to allow the end users to import/export the definition (skeleton) of the report and send it to someone else via email. this way we don't touch the OOTB and the users can share the reports without sharing the data.
Example of what we are suggesting to develop:
UserA designs a report
Click share and downloads the report as file (encryption etc...)
Use B Clicks import report and imports the designed reports into its own private category
Is there an OOTB to export the reports defined in Pega, as they are simply rules in a ruleset.
hmm.. I'm not sure, but why didn't you try to use Category-level security (like you said - it could be public, private or shared). Shared means - for all in your access group. I suppose, your clients have different AGs.
It wouldn't be a maintainable design if each has different AGs,
And If client A has 10 000 USers, maybe one user wants to share the report with 5 not with all of them. Thus the design I am suggesting, but we need to know if OOTB something is available, as every rules has its own XML representaition. So why not export / import this representation by end users, via encrypted file of course
So, you have 1000+ clients, each of them might have 10k users, right? quite a lot)
Then I'd suggest you to look into solution like delegate-through-favourites. Basically, every user will be able to add a rule (any report definition rule) as a Favourite to another user (like we have in Developer Portal).