How are reports generated in Pega?

Reports in Pega are primarily generated using Report Definitions and Summary Tables, which are designed to facilitate efficient data retrieval and presentation. Report Definitions offer a flexible framework that allows users to create both simple and complex reports, define filters, specify how data should be grouped, and determine how results should be displayed. They can pull data from case types, data types, or even combined data, presenting it in a meaningful way that supports business decision-making.

Summary Tables, on the other hand, enable users to aggregate data and summarize results in a structured format, which can be particularly useful for analyzing trends or achieving insight into case performance.

This methodology supports dynamic reporting capabilities that are essential in a business environment where data needs to be analyzed and reported frequently. It allows Pega practitioners to create reports that can be reused and modified as the needs of the business evolve, ensuring ongoing utility and relevance in data reporting.

In contrast, generating reports solely through case types lacks the flexibility and depth available with Report Definitions and Summary Tables, while manual data exporting does not provide the comprehensive reporting experience that users often require. Additionally, using flow diagrams is not a reporting mechanism, as they primarily illustrate processes rather than generate reports.