Reports category

Rule types and data classes are organized into categories as a learning and navigation aid.

Rule types in the Reports category define reports that support standard management reports, the Explorer tools, custom reports created and maintained in the Report Browser, and other facilities. This category includes five rule types:

• Report Definition
• Shortcut
• Category
• List View
• Summary View

Reports produced from list view rules and summary view rules are known as V5 reports. Pega recommends creating all new reports using report definitions, either directly or through the Report Browser, unless the report requires functionality only available through the older report types.

Any developer can create and maintain rules of these rule types. In addition, managers who create reports in the Report Browser also indirectly create report rules.

On the Application Explorer and Rules Explorer displays, the icon identifies the Reports category.

	category
	Using the Report Browser Interacting with the Report Viewer Rule types by form name How to report on rules of more than one type with Data-Rule-Summary How to address advanced reporting requirements About shortcuts and the Shortcut Manager tool How to attach report output (as PDF) to a work item

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