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Creating report categories

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

In the Report Browser, you can create report categories to help you organize reports. Each report belongs to one category, but you can have report shortcuts to the same report in more than one category.

  1. If App Studio is not in Preview mode, in the header, click Preview application.

  2. In the header of App Studio, select the portal in which you manage reports.

  3. In the left navigation pane, open the Report Browser by clicking Reports.

  4. Click Actions Manage Categories .

  5. Click New Category.

  6. In the Create new category modal dialog box, enter the category details:

    1. In the Category name field, enter the report category name.

    2. In the Category description field, enter the report category description.

    3. In the Category type list, select whether the report is private or public.

    4. Click Submit.

  • Standard reports and categories

    All reports are organized by categories. Each report must belong to one category, but you can have report shortcuts to the same report in more than one category.

  • Managing reports shortcuts

    Manage report shortcuts by renaming, moving, copying, or deleting them. The Report Browser displays manageable report shortcuts in the form of tiles.

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