Reports

1. What type of Reporting features are provided by Pega?

A. List View and Summary View

2. What is the difference between ListView and SummaryView ?

A summary view rule defines a two-level report display, presenting summary counts, totals or averages to be
displayed initially, and allowing users to click a row to drill down to supporting detail for that row.
Summary view rules support interactive charts, trend reports, and the use of AJAX for pop-up Smart Info
windows.
A summary view rule is an instance of the Rule-Obj-SummaryView rule type. This rule type is part of the
Reports category.
A list view rule, an instance of the Rule-Obj-ListView rule type, defines a report. Users can personalize list view
reports easily and interact with them.
Use the Report wizard to define list view reports and link them to our portal.

3. How to call a listview from an Activity?

In an activity, the Obj-List-View can execute a list view rule.

4. What is Paging in a listview?

To divide the ListView in to different pages and set the number of records to be displayed in a page.

5. What is exposing a property?

Exposing a property means to make a property as a separate independent column so that it can be used
in sql queries and as a criteria in reporting.
Steps are as follows,

6. How to expose a single value property?

Process Commander stores the values of all aggregate properties and some Single Value properties in a
BLOB column (the Storage Stream) usually in a compressed form. Such properties cannot support selection in
list view and summary view reports, and can slow retrieval and processing in other operations
1. Select Tools > Database > Modify Database Schema.
2. A list of databases identified in Database data instances appears. Select a database and click Next .
3. A list of tables in the selected database appears from Database Table instances. Select a table.
4. Click Explore Columns .
5. The resulting List of Classes window displays the number of rows in the table, the number of columns in
the table and a list of the classes assigned to that table. The Properties Set to Be Visible value counts the
properties for which the Column Inclusion value is Required or Recommended. This Column Inclusion
value is advisory, and does not indicate whether the property is exposed — corresponds to a column.
The Count column shows the total count of properties in this class plus those its parent classes.
6. To see the columns currently defined in this table, click the numeric link labeled Number of columns in this
table.
7. The List of Database Columns window shows the column name, column data type, and column width in
bytes for each column in the table.

7. How to expose aggregate property?

Declare Index rule is a better approach.
1. Create a concrete class derived from the Index- base class.
2. Create Single Value properties in the new class to hold values of the embedded values.
3. Create a Declare Index rule with the appropriate embedded Page Context value that copies the embedded
values into a new Index- instance.
4. Save the Declare Index rule. It executes immediately, adding and deleting instances of the new class.
5. Expose database columns corresponding to the Index- class.
6. Reference the Index- properties in the list view rule.
8. Can we refer the property without exposing in Reports?
We can refer the propertys in Display tab without exposing.
But we can’t refer the property without exposing in Critera fields of the Content tab.

9. What is the activity responsible for getting the data in List View?
getContent Activity

10. What the class of getContent Activity?

Embed-ListParams class.

11. Can or have you customize the getContent Activity?

Yes

12. How to customize the getContent Activity?

Step1: Create Activity in Our Class and create the New page
Step2: write a query and store in variable.
Step3: call the listview as Call Rule-Obj-ListView
Step4: Write the another activity in Embed-ListParams
Step5: create the parameter. This parameter get the sql query from previous activity
Step6: write Java method The java code in this method is
Get the page from pyContentPage if page already exists. If page is not available it creates the new
ContentPage.
In this code get the sql query from the above parameter and pass this query and above created ContentPage as
parameters to this tools.getDatabase().executeRDB(query, pagename) method.

13. How do we get the data from the two different tables?
Using Join tab in Reports

14. How do we fetch the data from two different tables with out using two different tables?
Write a database View. In this view logically combine the Two different tables.
Create class for this logically combined Table.
Write the List View. Applies to class is class of the Combined table. So we can refer the properties of both the
tables in list view.

15. What is the use of HTML property in ListView?

HTML Property rules appear in list view and summary view rules to define the appearance of values in reports.

16. Consider this scenario: I need to generate a list view report of all the work objects created on a particular
date and then I need to include this list view in a section. How this can be done?
Select .pxCreateDateTime ( an exposed property ) under criteria and give the value you are looking for.
To include it in a section, check the embedded check box and customize the HTML of the section. In that we
need to access the list view in a JSP tag or In section Property is DisplayAs ListView.

17. What is the difference between List View and Obj-List?

List view is generally used for complex queries where sorting is required and also we can retrieve less
information using Paging.

18. Explain in brief the configuration of a list view?

List view (an instance of Rule-Obj-ListView ) is used to define a custom report or personal version of a report.

A list view can be configured as follows:

- Applies to class of list view will be taken as the database table map for the search criteria.
- Display fields tab is used to depict the fields that are displayed along with category and to enable/disable
sorting
- Content tab is used to depict the criteria, fields to be retrieved, key of each row (if selected) and Report
source (Page name where the values should be saved and the activity to be called)
 - In organize tab we specify to enable/disable paging, page size, mode, alignment etc.
We can also configure additional buttons and their fragments here.
- Format tab is used to depict the formatting of the list (like even/odd coloring) and details on single click etc.
List view can be accessed from an activity or html as follows:
- Call Rule-Obj-ListView.ShowView activity with classname and list view name as parameters
- <pega: ListView name=” {name of list view}” classname= “{Class name of list view}”>
A list view can be used for complex retrievals from database by not specifying the display, format and
Organize tabl.
PyAction in that case would perform instead of refresh.

19. Explain in brief about the configuration of a summary view?

Summary views are used to create reports which are grouped by certain criteria and can be later drilled down.
A Summary view can be configured as follows:
- Applies to class of summary view will be taken as the database table map for the search criteria
- Category is used to know under which tab the report should come.
- Criteria is used in the where class (this can be asked to user by enabling prompt user)
- Group by and field functions (like count) are used for initial display. If we have more than one group by
it is Displayed one after another on clicking +
- Drill down fields are used to display the fields when we click on the assignment.
- Format is used to tell how to format the display and charts can also be used.
Summary view can be accessed from an activity or html as follows:
- Call Rule-Obj-ListView.ShowView activity with classname and summary view name as parameters
- <pega: SummaryView name=”{name of summary view}” classname={Class name of summary view}”>