Question

Have Created On List View Report and Want to Use in Report Browser, Facing Error "You must have a local ruleset available to create a category."

Hi All,

i have created one report and i want it to be scheduled and sent to one Mail ID.

When i opened Report Browser, i couldn't see my report. So i have added a Category.

The category i am getting in the list view is different from the Category's shown in right panel of report browser.

and When i am trying to add a report i am getting below error

  • You must have a local ruleset available to create a category.

Please find the below screen:-

Untitled.png

Untitled.png

 

 

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Correct Answer
March 9, 2016 - 11:52pm

Hi Naresh,

Have you enabled the Display in Report Browser check box for that particular report definition ?

Let us know your thoughts/observations.

Best Regards,

Mounika

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Pega
March 3, 2016 - 7:18am

You may find this discussion helpful. Please refer <Removed link>

March 3, 2016 - 10:42pm
Response to _Pankaj_C

Hi Pankaj,

i am not able to access that link you provided.

March 4, 2016 - 12:21am
Response to LakshmiNareshA6249

Hi Naresh,

Try the use case after adding the ruleset to the "Design time configuration" field in the Advanced tab of the Access Group and also to the application ruleset.

Best Regards,

Mounika

March 9, 2016 - 10:11pm
Response to MounikaThatikonda

Hi Mounika,

Thanks for your reply. Just want to understand How exactly Report Browsers works.

i am saving one existing Reporting and when i am trying to add it to the browser i can able to see successful added 1 report but not able to find in Report Browser.

Thanks

Naresh

March 9, 2016 - 11:52pm
Response to LakshmiNareshA6249

Hi Naresh,

Have you enabled the Display in Report Browser check box for that particular report definition ?

Let us know your thoughts/observations.

Best Regards,

Mounika

March 14, 2016 - 2:32am
Response to MounikaThatikonda

Regards this i have one more question.

What is the difference between ShortCut/ Categories/ and Display in Report Browser and last Add Reports To Browser.

Thanks

Naresh

Pega
March 14, 2016 - 4:30am
Response to LakshmiNareshA6249

Hi Naresh,

A report shortcut rule provides information about a report (for example, the report's description and the category it appears in) to display in the Report Browser. Click a shortcut rule to run its related report and display the report results in the Report Viewer.

Shortcut rules establish shareable links to personal reports that managers have created. The links let other managers using the Report Browser access the reports. Multiple shortcuts can link to the same report.

To see the shortcut rules available to your current application, select  > Reporting > Report Components > ShortCuts.

Category rules provide categories in the Report Browser, to help organize reports.

Access

To see the category rules available to your current application, select  > Reporting > Report Components > Categories. To see all category rules in your system, use the Records Explorer.

Display in report browser - (an optional feild in reports under report viewer tab). Select to have a shortcut to this report created and display in the Report Browser. When this check box is checked, a field appears where you specify the Category in which the report shortcut should appear in the Report Browser.

This check box operates as a one-way control:If the check box is checked and a category is selected when you save the rule, the system creates a shortcut for the report in that category, if one does not already exist.If you later uncheck the check box and save the rule again, the system does not remove the report's shortcut in the Report Browser.If you change the category selection and save the rule, the system creates a shortcut for the report in the newly-selected category, without removing the shortcut from the previously-selected category.To remove a report shortcut from the Report Browser, open the Report Browser, right-click the report shortcut, and click the Delete button.

Pega
March 4, 2016 - 12:45am
Response to LakshmiNareshA6249

Below are the high-level steps you need to make sure:

1. You need to first have dedicated open ruleset on top of your application.

2. Under this ruleset > security tab > "Local Customization" & "Use Check-Out" should be disabled

3. The end user access-group should have "PegaRULES:WorkMgr4" role & the above ruleset should be mentioned in the advanced tab under "design-time config"