Reporting Flashcards
What is the role of reports?
1) Assess performance
2) Review select items from table when working from table when working assignment
What are factors to consider when creating reports?
1) When performance is being analyzed
2) How info forwards the business process
What are the parts of a report definition?
1) DB to retrieve records
2) Report Rows and Columns
3) Functions - calculate columns
4) Filters - -defaults returns all, filter with conditions, combine with bool AND/OR, symbolic options
What are two categories of reporting?
1) Process Reports - based on Pega data
2) Business Reports - based on data defined by BA or SA
What is the difference between a Process and Business Report?
Process - track system performance
Business - track business outcomes
What is the Report Browser?
Tool to manage reports in Case Manager Portal
What is the Report Editor?
Tool to define reports launched from Report Browser
What are the types of reports?
List or Summary
What are standard reporting categories?
1) Analyze Performance
2) Case Metrics
3) Monitor Assignments
4) Monitor Process
5) Open Case, SLA, Step Performance
What aspects of a report need to be organized?
1) Summarizing Results
2) Charts - visualize
3) Sort Column Values
4) Group Results
What are key concepts for optimizing reports?
1) Pega Case Data Storage
2) Optimized/Exposed properties
How does Pega store case data?
In BLOB
What are advantages of storing case data in a BLOB?
1) Unlimited size
2) Flexibility
3) Performance
What are disadvantages of using BLOB storage for case data?
Penalty for reporting having to decompress BLOB case data
What are optimized or exposed properties?
Properties indexed in table outside BLOB storage
