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Creating class joins in reports

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Note: The following content, referenced from Pega Community, is included here to help you better achieve the module learning objectives.

Extend the scope of your report by displaying data from various classes. For example, if your report about insurance policies applies to the Work- class, you can include specific data from different classes by joining the classes together.

By default, report definitions include data from only the class to which the report applies. By using the class join functionality, you can make your reports more comprehensive.

In comparison with association rules, joins are not reusable across multiple report definitions, and apply only to the report that you edit.

  1. In the navigation pane of Dev Studio, click Records, and then click Reports Report definition .
  2. In the list of report definitions, click the report definition that you want to edit.
  3. Click the Data access tab.
  4. Create a join between classes:
    1. In the Class joins section, click Add class join.
    2. In the Prefix field, enter a short alias for the class that you want to join with the class to which your report definition applies.
      The prefixes help the system to distinguish classes and ensure that classes are joined accurately.
      For example: Enter A.
    3. In the Class name field, enter the name of the class that you want to join.
    4. Click Edit conditions.
    5. In the Column field, specify a property of the class that you want to join. For example: If you set the prefix as A, enter A.pyID.
    6. In the Value field, enter a property of the class to which your report definition applies, and then click Submit. For example: Enter .pyResolvedUserID to create a join between data in A.pyID and .pyResolvedUserID classes. The join provides the assignment ID and the name of the responsible assignee.
    7. In the Type list, select the type of join to use. For example: Select Only include matching rows to include rows that contain common data for both classes.
  5. Click the Query tab, and in the Edit columns section, click Add column.
  6. In the Column source field, enter the prefix of the joined class, and then select the specific properties that you want to include in the report. For example: Enter A.pyID to include the data of the joined A.pyID and .pyResolvedUserID classes.
  7. In the upper-right corner of the report definition, click Save.

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