Question

Allow Filters in Report Widget

Hi Guys,

Report Widget is so simple but powerful that we will be using it to allow the user and/or a non Pega Developer to configure it.

There is however a big missing feature : it should be possible to change report filter values directly from the widget itself. It's already possible to apply column filter, which is a nice thing, but report filters are really missing.

Moreover, if those report filter values could be saved in user preferences, it would be amazing.

Any plans to include such features in a next release?

Thanks in advance.

***Edited by Moderator Marissa to update platform capability tags****

Comments

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Pega
June 13, 2019 - 12:45am

Hello,

Check the "Display filters using custom section" option on the Report Viewer tab of the report definition. You could then present the filter option with so that team members will have the option to change it.

June 19, 2019 - 11:34am
Response to Evita_08

You proposal will work but is only accessible to developer/designers.

What I meant is "simply" have an option in report widget to allow end users to change report filter values, and to save these values "somewhere". Changing filters values is available in the report designer, but helas not in the report widget.

July 3, 2019 - 3:27am

 We now have completely moved our UI design to a dashboard-based design. Every menu entry leads to a dashboard where users can make intensive use of the report widget : every list or chart can thus be (re)defined by users themselves. This approach is very flexible and allows non-developpers to define what they want to see on screen.

Are there any plan to upgrade  the report widget as suggested above (report filters + save per user)?

August 29, 2019 - 8:46am

No answers?

Pega
October 3, 2019 - 2:54pm

I believe the OOTB report widget is generic, and meant to be customized by the application developer. For instance, a developer of one of the Pega frameworks would have to know ahead of time what report was going to be presented in the widget in order to provide access to the filters for that report.

October 9, 2019 - 4:44am
Response to RonLee_GCS

Could be indeed but... We try to keep our Pega environment as close as possible to the OOTB platform and to delegate as much as possible to the users. Report Widget is very powerful as it allows users to build their own dashboard with their own reports without any development activity. However paramatrized filters are only accessible from a report view, not from the report widget, which is what we would like to see included in a next Pega version.