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Creating reports and monitoring data in Pega Robot Manager

4 Tasks

20 mins

 Visible to: All users
Beginner Pega Robot Manager '23 Robotic Process Automation English

Scenario

MyTown has used the robotic process automation (RPA) services for two months and has received complaints from users that Service requests and Inquiries are moving slowly during specific periods. As an administrator, you generate a report that can pinpoint the issue using the Pega Robot Manager reporting feature.

To ensure that the system analyses only recent data, you must archive data from the oldest date referenced in the system, April 1, 2020, before creating the report. Then, create two reports: one that shows inquiries that take longer than three seconds and service requests that take more than five seconds. You will then make this report Public so that you can share it with the other product owners and export it for further use.

Complete the following tasks:

  • Archive old data
  • Create a custom report
  • Configure filters on the report
  • Make report public

The following table provides the credentials you need to complete the challenge:

Role User name Password
Robot Manager System Administrator RMSysAdmin myt0wn@pp1

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Detailed Tasks

1 Archive old report data

  1. In the Pega Platform™ instance for the challenge, enter the following credentials:
    1. In the User name field, enter RMSysAdmin.
    2. In the Password field, enter myt0wn@pp1.  
  2. In the header of Dev Studio, click Launch Portal > Robot Manager.
  3. In the navigation pane of Robot Manager, click Settings > Data retention.
    The navigation pane of Robot Manager.
  4. On the Reporting landing page, on the Operational statistics tab, expand the Data archiving section.
    The Auto-archiving of operational statistics data section.
  5. In the upper-right corner of the the Data archiving section, click More > Archive data.
    The Archive data option in the menu.
  6. In the Archive data dialog box, select Hourly, and then click Next. 
    The Archive data dialog box.
  7. In the From date/time field of the Select date range to archive dialog, click the calendar icon, and then set the date range:
    1. In the From date/time field, select 4/1/2020.
    2. In the To date/time field, select 5/15/2020.
      Note:  Where the From the date represents the oldest date referenced in the data, and the To date represents the end of the older data in the system.
  8. Click Next to proceed to the confirmation message.
    Set dates for hourly archival.
  9. Click Submit to confirm the data archive selection.
    Confirm the archival of hourly reports.

2 Create your custom usage report

  1. In navigation pane of Robot Manager, click Analytics > Reports.
    Reporting landing page option in navigation.
  2. In the upper-right corner of the Reports landing page, click New Report to create a new report.
  3. In the Create new report dialog box, configure the report:
    1. In the Report on list, select Robot Usage Statistics
    2. In the Usage data aggregated section, select Hourly.
    3. In the Report type list, leave the default List option.
      The Create new report dialog box.
  4. Click Submit to close the Create new report dialog box. 
    The Data Explorer for the report configuration.
  5. In the Data Explorer, in the Available Columns section, drag the Workgroup ID column to the report next to Event Name column. 
    Add Workgroup ID column to the report configuration panel.
  6. In the upper-right corner of the Report Viewer, click Done editing. 
    The PRM menu with the Done editing option.
  7. In the Save report as dialog box, complete the details:
    1. In the Title field, enter Inquiry Hourly Usage.
    2. In the Description text box, enter Usage report to capture Inquiries over 3 seconds.
    3. Click Submit to save the report.
      The Save report as dialog box.
  8. In the upper-right corner, click the Close icon to close the report configuration. 
    The PRM menu with the button that closes the report configuration screen.
  9. On the My Reports tab, confirm that the new report tile named Inquiry Hourly Usage is displayed.
    The report created by the user in the Reports landing page.

3 Configure filters for new report

  1. On the Reports landing page, click the Inquiry Hourly Usage tile to open the report.
  2. In the upper-right corner of the report, click Edit report.
    Edit report.
  3. In the Report Viewer, in the Workgroup ID column, click the Open Menu icon to display the column menu.
    Open the Workgroup ID column settings.
  4. Click Add filter.
    Add a filter to the report.
  5. In the Edit filter window, click Select values.
  6. In the Select values dialog box, select the Inquiry WG checkbox.
    the Select values dialog box for creating a report.
  7. Click Submit to close the Select values dialog box.
  8. In the Edit filter window, click Apply changes.
    The Edit filter dialog box with the Workgroup ID equals "Inquiry WG"
  9. In the Report Viewer, in the This Duration column, click the Open Menu icon to display the column menu.
  10. Click Add filter.
    Add a filter to the This Duration column.
  11. In the Edit filter window, in the This duration list, select is greater than or equal to.
    Edit report filters for greater than or equal.
     
  12. On the right, enter 3000 as the value of the input box to filter for inquiries that take longer than 3000 milliseconds or 3 seconds.
  13. Click Apply Changes to close the Edit filter window.
    Apply the changes to the This Duration column.
  14. In the upper-right corner of the Report Viewer, click Done editing.
    Done editing
     
  15. In the upper-right corner, click Actions > Save as
    The Actions menu of Robot Manager.
  16. In the Save report as dialog box, enter the following information:
    1. In the Title field, enter Service Request Hourly Usage.
    2. In the Description text box, enter Usage report to capture Service Requests over 5 seconds.
  17. Click Submit.
  18. In the Report Viewer, click the Workgroup ID filter to open the Edit filter window.
    The link to edit the Workgroup ID filter for the report.
  19. Update the Work group ID filter to Service Request WG.
  20. Click the This Duration filter, and update it by using is greater than or equal to, and then enter 5000 as the value to filter for service requests taking longer than 5000 milliseconds or 5 seconds.
  21. In the upper-right corner, click Done editing.
    the hourly report edited for service requests.
  22. In the upper-right corner, click the Close icon to close the Service Request Hourly Usage report.
    Close report configuration

4 Make your custom reports Public

  1. On the Reports landing page, click the Service Request Hourly Usage tile to open the report.
  2. Click Actions > Save as to open the Save report as dialog box.
    Perform a Save as action on the report.
  3. In the Save report as dialog box, enter the following information:
    1. In the Title field, enter Public Service Request Hourly Usage.
    2. In the Description text box, enter Providing a public usage report to capture Service Requests over 5 seconds.
    3. In the Category list, in the Public section, select Robotics usage.
      Note: As an administrator, you can also add a custom report category to your application. For more information about custom categories to Robot Manager, see Additional data categories for reporting.
    4. Click Submit to close the Save report as dialog box.
      Updating the report category.
  4. Click Done editing to finish configuring the report.
  5. In the upper-right corner, click the Close icon to close the report window.
    Close the report.
  6. Repeat steps 1-5 to create another usage report:
    1. In the Save report as dialog box, enter Public Inquiry Hourly Usage in the Title field.
    2. In the Description text box, enter Providing a public usage report to capture Inquiries over 3 seconds.
    3. Select the Robotics usage category. 
      The report for inquiries over 3 seconds.

Confirm your work

  1. In the navigation pane of Robot Manager, click Analytics > Reports.
  2. Click the All reports tab.
  3. In the Category field, select Robotics usage.
  4. On the Reports landing page, on the All reports tab, verify that both public reports are displayed.
    Verify landing page reports

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