Exploring application data with Insights

Discover the reporting capabilities of Pega Platform™ through Insights. Explore how to create, configure, and apply chart-based and table-based Insights using built-in tools and Pega GenAI™. In this module, learn how to integrate Insights into dashboards, landing pages, and Case Views. Review best practices for using promoted filters, managing Insights in the Explore Data landing page, and resolving common Insight-related issues to improve performance and usability.

Beginner

Reporting

Constellation

English

After completing this module, you should be able to:

Explain the purpose of Insights in Pega Platform.

Explain how you can customize chart and table-based Insights by using built-in features and Pega GenAI.

Explain the role of the Explore Data landing page in managing Insights.

Describe the relationship between Insights, dashboards, and the Dashboards landing page.

Evaluate the use of Insights in full Page Case Views, Portal landing pages, and dashboards to determine the most effective placement for enhancing data visibility and user experience.

Compare how developers and users create, customize, view, and share Insights across Pega Platform components, based on their access to authoring tools and run-time features.

Identify solutions for common Insight issues, including missing columns, login prompts, and browser caching problems.

Practice what you learned in the following Challenge:

Creating an Insight v8

Available in the following mission:

System Architect v8

Topics

The Explore Data landing page

10 mins

Applying Insights across Pega Platform components

5 mins

Troubleshooting Insights issues

5 mins

Module Quiz

5 mins