Posted: 11 Mar 2016 17:00 EST Last activity: 28 Mar 2016 12:55 EDT
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.
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?
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.
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?