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Report Definition – List reports, summary reports, Report viewer, Report editor



In this post we will see the types of reports and then the capabilities in report viewer and report editor

For report definition basics, please visit the below link

Report Definition in Pega

To know about Class joins, Declare index joins, Associations and Sub reports, please visit the below link

Report Definition – Class join, Declare Index join, Associations and Sub reports

What are the types of reports?

There are two type of reports Pega supports.

1.       List Reports

2.       Summary reports.

What is List report?

  • This is the normal standard table format report.

Scenario– Get a list of sales instances.

  • You get a list of items here.
  • List report makes use of single value columns and not aggregate calculation are involved.

What is summary report?

  • This helps in displaying count, total, average.
  • Summary report supports charting.

List report can be converted to a summary report by updating the summarize column in Query tab.

I am going to display a summary report on count of cases in different status.

From the list report, we can say

New =2 ; Open =1; Resolved – Completed = 1.

Let’s create a summary report to display the results.

  • I made an aggregate calculation on pyID row and pyStatusWork as sort order 1.
  • The sort order determines the result grouping. ( you can remove phone number – no use)

Save and run the report.

You can see the grouping and the case count 🙂

  • Summary report supports Charts. Charts serve to display the report results in pictorial representation.
  • Once you enabled summarize column in any row, you get the chart tab enabled for selection.

How to include chart?

Step 1: click on include chart icon in the chart tab

You get the chart editor.

  • You can select a chart type from different types available. I selected bar type
  • You also have some option to set legend and glider option.

  • You can drag and drop the columns in the  drop zone.

Aggregate colmn – count(pyID)

Group by column – pyStatusWork.

  • You can also drop customer name column over the chart.

Save and run the rule.

  • You can see the report is rendered in chart.
  • This can be used in manager dashboard reports.

Report Viewer

Report viewer is the window which displays the report result, when you run it.

The configuration of report viewer is set in the report definition rule – Report viewer tab

Report header

Note: You can customize the header by overriding pyReportEditorHeader section

  • You can configure, the report title and header display

Do not scroll header – You can freeze the header, when the results are large and involves vertical scrolling

Display filters using section

You can also use custom filters using section.

I have a requirement to have a filter section supports filtering based on pxCreateDateTime.

Step 1: Pega provides a sample section that is used to filter the results based on range.

The property referred are

Start : pyRuleStarts   ; End : pyRuleEnds.

 Note: You can create a similar one on your own 🙂

Step 2: Specify the section name and prefix

Display custom section inline – displays the filter section inline in report viewer. It not checked, it is visible in the modal dialog on click on filter section.

Step 3: Use the filter in the query tab. CustomFilter.pyRuleStarts / pyRuleEnds

Step 4: Save and run the rule.

Report body

  • Display actual data while editing report – While in report editor, you can see the actual data
  • Display rows in custom section – You can display rows in a custom section


  • We can group the results and display values as group headings.
  • Records are grouped based on the sort order specified in the query tab.

You can see the records are grouped based on work status (Sort order 1)

User actions – These configurations determine what are the actions, user can perform on the report viewer.

Enable actions – determine what are the options to be available in the Other actions option.

Enable Paging – on clicking options, you get a modal dialog to configure.

Enable smart info – if required, you can show some additional information on each row.

Note: You make use of an activity that accepts pzInskey as parameter and returns the section content.

Report Editor

  • By default developer and manager role have the required privilege to edit report from the report browser.

Click on the edit report.

  • You can drag and drop the property either in the filtering area or results grid.

  • Click on the column heading menu. You can take action on the column heading

  • In the header area you can save your changes.

Let me how you a small demo, how to add a new column – pxCreateDateTime

Step 1: From the data explorer, select  the pxCreateDateTime and drag and drop to a new column.

Step 2: You can select a data interval

Step 3: In the Header, click on done editing.

Step 4: Go to report definition and refresh the rule.

You can see a new row is added with the function we selected:)

You can see how things are made easy.

Finally I am ending my 2 day marathon blogging 🙂 See ya soon in my next post!  Happy Christmas!!!


  1. ips ips

    Excellent. Next What you are going to post. Thanks a lot.

    • Premkumar G Premkumar G

      Thank you, Ips. It is a surprise. Stay tuned. You are welcome. 🙂

  2. $$ $$

    I guess, this is New year spl brought us buckets full of stuff.

    Thanks Prem.

    • Premkumar G Premkumar G

      Ha ha ha ha ha. 😀
      Yeah, Pradeep. 🙂
      You are welcome. 🙂

  3. Shweta Bhatia Shweta Bhatia

    Hi Prem,

    Can we export a report in PDF or excel. If yes how?

    List reports can be displayed on the case screens with the help of list or repeating grid options. How can we display a chart on the case screen if we want?

  4. Mayur Nabeda Mayur Nabeda

    Hi Prem,

    As always, This post is also awesome (as you are).
    Can you please post on how to work with listeners.

    Craved to learn more.

    • Premkumar G Premkumar G

      Dear Mayur,
      Thank you so much for your appreciation. 🙂
      Yeah, I’ll try to post about it soon. Since I’m having very hectic work in office, I’m unable to work in blog. But I’ll post about it soon. Stay tuned. 🙂
      You will see new posts soon. 🙂

  5. Sagar Sagar

    Blog is beautiful Prem, flow is awesome
    Great work 👌👌👌

    • Premkumar G Premkumar G

      Thank you so very much, Sagar. 🙂
      You are welcome. 🙂

  6. Anjali Anjali

    What is Virtual Reporting in Pega?

  7. Praveen DL Praveen DL

    Nice Prem …Thanks for your post.

  8. Sunny Sunny

    Hi sir,
    Excellent stuff !!
    Your blogs are proving a boon for us i.e freshers in PegaWorld.

    i have some small doubts !!
    i hope u solve them _
    1. Can we use more than 1 Group By in report ?
    2. While answering reports questions in CSA exam, should we consider steps of – PegaExpress or DesignerStudio or ManagerPortal ?

    3. what could be the ans of this qns :
    – You have been asked to create a pie chart to show no. of employees in each regional office and name of manager in each office. A list report contains cols for Employee Name, Manager Name and Office. How do u configure report to create a pie chart ?
    Option : (any1)
    1. Group Employee Name & Office Column
    2. Group Employee Name column
    3. Summarize Employee Name column
    4. Summarize Employee Name & Manager Name column

    Pls reply sir !!

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