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Editing a report

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

You can modify a report to change the way the report displays information, or filter the data for different audiences by using the Report Editor.

  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. Select the reports that you want to view:

    • To view your custom reports, click the My Reports tab.
    • To view all available reports, click the All reports tab.
  5. Click a report to edit.

  6. In the upper-right corner, click Edit report, and edit the report:

    Choices Actions
    Change the report title At the top of the Report Editor, in the text field, enter a new report title.
    Add a column to the report From the Data Explorer section, drag the column next to an existing report column.
    Remove a column from the report
    1. Hover over the right side of the column, and then click Open Menu.

    2. Click Delete.

    3. In the Delete Column Confirmation modal dialog box, click Submit.

    Change the column heading
    1. Hover over the right side of the column, and then click Open Menu.

    2. Click Heading.

    3. In the Column heading field, enter the column name, and then click Apply changes.

    Format the column values
    1. Hover over the right side of the column, and then click Open Menu.

    2. Click Format.

    3. In the Format values field, enter appropriate value, and then click Apply changes.

    Sort the column values
    1. Hover over the right side of the column, and then click Open Menu.

    2. Click Sort.

    3. If you want to display values in ascending order, click Lowest to highest.

    4. If you want to display values in descending order, click Highest to lowest.

    Add a chart to the Summary or Chart report type
    1. Click Add chart.

    2. Click All chart types.

    3. In the Select Chart Type modal dialog box, click a chart type that you want to include in the report.

    4. Click Submit.

    5. From the Available columns section, drag the columns into the chart.

    6. Click Apply changes.

    Edit the report chart
    1. If a chart already exists, click Edit chart.

    2. Click Title to change the chart title.

    3. Click Color settings to customize the chart colors.

    4. Click General settings to set general chart settings.

    5. Click Apply changes.

    Filter the columns content
    1. From the Data Explorer section, drag the filter into the Drop column to add Filter box.

    2. In the Edit filter section, set filter options, and then click Apply changes.

      For more information about filter conditions, see Editing filter conditions.

    Switch between simulated and actual data Depending on your business need, click Actual data or Simulated data.
    Note: Designing a report with simulated data avoids repeated database queries while you edit the report, allowing for faster changes.
  7. Click Done editing.

  • Report Editor

    The Report Editor provides tools and resources to help you edit a report. The Report Editor displays the report name, and the time and date of report generation.

  • Modifying list reports

    Manage the appearance and content of list reports by modifying the column settings in the Report Viewer. For example, you can filter the content to display in columns, sort the data, or adjust column widths to make the most relevant data easier to see.

  • Modifying summarized reports

    Manage the appearance and contents of summarized reports by modifying the column settings in the Report Viewer. For example, you can specify the format of values, or change the column width.

  • Data Explorer

    In the Report Editor, the Data Explorer provides an efficient way to find a property or calculation to include as a column in a report. You can also use the Data Explorer to define filter conditions.

  • Adding filter conditions

    Customize the report to meet the required business needs by displaying only the relevant data.

  • Adding or editing charts in the Report Editor

    Display a graphical representation of the report data by adding a chart to the report in the Report Editor. The report requires aggregated data to include a chart.

  • Removing charts in the Report Editor

    Save space by removing redundant charts from the summarized reports in the Report Editor. For example, you can remove a chart if you delete the data that the chart uses.

  • Converting a list report to a summarized report

    Analyze the numerical data to discover the number of particular events in the application by converting the list report to a summarized report. For example, you can summarize the total number of user identities in the application.

  • Converting a summarized report to a list report

    Make the report more readable to facilitate the data analysis by displaying the summarized columns in the form of a list.

  • Editing filter logic

    Make the report more customized to display only the data that applies to your needs, by managing how report filters information.

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