Question
Cognizant Technology Solutions Pvt Ltd
US
Last activity: 3 Nov 2021 10:51 EDT
Summarized report def fetches all the data and not the one displayed in custom Filter dates
We have created a summarized report def having Count and Average functions and custom filter section with default dates. But when the report def is launched it is not using the default date filters from the custom section and is fetching all the records from the associated view.
Any suggestion how to resolve this issue ?
***Edited by Moderator Marissa to update Content Type from Discussion to Question; update Platform Capability tags***
Pegasystems Inc.
US
Try removing the custom filter section and using the OOTB filter section temporarily to see if that works as expected. this will tell you if it is the custom filter configuration that is faulty.
There are some nuances to setting up custom filter sections that have to be adhered to in order for them to work properly.
Cognizant Technology Solutions Pvt Ltd
US
OOTB filter section seems to be working fine but could you please explain what needs to be done for the custom filter to work in this case?
Custom filter has default dates with a range for 7 business days on the report def load and the report data needs to be filtered with this date range before displaying the actual result.
Pegasystems Inc.
US
Please attach screen shots of your configuration of the custom filter section.
Cognizant Technology Solutions Pvt Ltd
US
Screen shot attached. Please let me know if you need any other details
Pegasystems Inc.
US
Check the following 2 articles on the Collaboration Center:
https://collaborate.pega.com/question/custom-filter-section-report-definition-how
See if you are missing any of the pieces described there.
Cognizant Technology Solutions Pvt Ltd
US
Followed the approach provided in the below link. And the only difference in our approach is that we are defaulting the date filter on the section by not using a data page. We even tried the data page approach but that too does not resolve our issue.
Issue still exist where the custom report filter dates are not applied in the summary report definition and the report is pulling all the data discarding the filter dates.
Accepted Solution
Updated: 3 Nov 2021 10:51 EDT
Cognizant Technology Solutions Pvt Ltd
US
As a work around we have enabled prompt filter with default dates before the initial report def data load. On submit report def would load data based on the default date.