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Sam27 Member since 2019 113 posts
CBA
Posted: 4 months ago
Last activity: 4 months 2 weeks ago
Solved

Scheduling report using shortcut Vs Agent schedulig the report

I need to create 1 report that I can convert to Excel and email it out.

This report needs to be a combination of multiple summary reports and list reports. Is it possible to do something a Shortcut option in Reports?

Can we schedule multiple summary reports and list reports using shortcut option 

I tried sending/scheduling a single report using Shortcut and executed, but we can also automate using  Agents.

When to choose an Agent and shortcut to schedule or automate sending the report.

 

***Edited by Moderator Marissa to change type from Pega Academy to Product***

Pega Platform 8.3 Reporting
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